Month 1
Training: Self-Guided & Community Trainings
Calendars, Discovery Assets & Source Data
Source Data Due
Form Setup
Vanity URL Set Up
Month 2
Payments Setup
Sustainer Migration Prep
Data Mapping & Activist Code (Segmentation) Sessions
Digital Tools: Training & Workflow Sessions
Email and Automation: Training & Workflow Sessions
Advocacy Workflow Sessions
Other Training & Workflow Sessions
Email Build-Out and Configuration
Test Forms
Month 3
Client Signoff
Data Load
Forms Go-Live
Month 4
Transition to Support or Post-Launch Account Management
Data QC/Fixes
Delta Data Upload (if needed)
Month 5
Sustainer Migration
