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