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PARTNER PORTAL

(For Internal Use ONLY)

We're here to help

PACKAGE PRICING

PARTNER PROCESS TIMELINE

1

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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

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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

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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

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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

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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

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CONTRACT SIGNED

IO send “Thank You and Getting Started Package”

Introduces PM and Communication Lead moving forward

AE/CSM CC’ed for visibility 

7

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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

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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

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

Need Help Identifying?

Battle Card to help AE/CSMs pinpoint when a client needs an integration, and how they can help