PARTNER PORTAL
(For Internal Use ONLY)
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PACKAGE PRICING
PARTNER PROCESS TIMELINE
1
OPPORTUNITY
IDENTIFIED
AE/CSM submits Opportunity Identified form
Not sure if it’s a platform we work with?
Check our “Technology” Pages to see a list of platforms we work with regularly
2
CUSTOM V.
OUT-OF-BOX
OUT-OF-BOX
No need for additional steps, unless requested by client
CUSTOM
Continue to the next step
If you prefer to fill out the Pre-Discovery Questionnaire while on the phone with the client, use this link
3
INTEROPERATE INTRODUCTION
AE/CSM sends client Introduction Email Template
CC’s Michael Blakely on email
AE/CSM invited, but not required, to attend Scoping Call
4
IO "GETTING STARTED" EMAIL
Michael responds to MV sent Introduction Email to client with, “Hello” and next steps, CC’s MV AE/CSM on email
WHAT’S INCLUDED?
Link to Pre-Discovery Questionnaire; Link to Calendar to schedule Scoping Call
5
SCOPING CALL
IO Tech Team discusses pain points, goals, use case, and integration architecture to determine complexity and timeline
AE/CSM invited, but not required, to attend. IO will discuss who is sending scope and proposal to client
6
CONTRACT SIGNED
IO send “Thank You and Getting Started Package”
Introduces PM and Communication Lead moving forward
AE/CSM CC’ed for visibility
7
INTEGRATION PROCESS
Schedules Kick-Off Call to set expectations and establish timeline
IO manages all follow-up and sales communication until renewal
AE/CSM CC’ed for visibility
8
COMPLETION
Delivers Scope of Work, maintains and manages all things Integration-related for one year until renewal
If client contacts MediaValet for anything integration related, redirect to Michael Blakely
NEED TECHNICAL SUPPORT?
We pride ourselves on providing additional, ongoing support for any changes that may arise within your integrations. Defeat disruption by securing your investment with our integration support and maintenance. Don’t lose data or productivity as platforms are updated.
Who is InterOperate?
MediaValet + InterOperate general partnership overview for AE/CSMs and to send clients for more information
Need Help Identifying?
Battle Card to help AE/CSMs pinpoint when a client needs an integration, and how they can help