Please outline your preferred plans here. If they have not been agreed yet, we will discuss with you, the optimum mix to fit with your budget, timescales and resource constraints, etc.

The kind of options to include here are:

• Date you wish to get this campaign into market (please consider the lead times for creating target databases;, fulfilment materials; appointments, etc)
• Actions you wish to see completed, with ideal timings, e.g.:
  • Telemarketing: start date/completion date.
  • Mail/email: (If involved, outline mail items, provide letters, mailing dates, print schedules etc: all of these can, and frequently do, seriously affect our ability to deliver to expectations!)
  • Events (If an event is being considered, please review our “So you are thinking of holding an event?” Guidelines Document)
  • Subsequent telephone follow-up required
• Campaign completion date (please discuss with us the likely elapsed time that it will take to complete all of the above processes, bearing in mind the data; industry sector: availability and accessibility of target organisations and contacts; time of year; etc;
• Fulfilment: Please consider what you would use as fulfilment items. Are they ready to use or is there a lead time for availability?
• We have a web-based fulfilment engine which enables us to dispatch electronic items from your own e-mail address; so, we need time to set up your libraries, email addressing and email text for this purpose.
• Reporting process: what is your preferred reporting process?
• Review process: consider not just how often you would like to confer with our consultants, project managers and researchers, but also how available your own colleagues are to review results regularly. The latter is a common cause for campaign delays.
• Billing requirements: please ensure you agree with us the payment terms in advance and read our standard terms of contract carefully.

Other third-party involvement:

If this is part of a broader communications or sales campaign, please make us aware of any other third- party supplier involvement, and how that third party could affect the campaign schedules, for example:

• PR or design agencies
• Printers
• Data suppliers
• Other partners (ISVs, consultancies etc)

We are happy to liaise with them on your behalf if this speeds up the process or helps to deliver a better end result.