Lead Delivery Program Monitoring and Review Policy

Policy Overview

This policy outlines the process and timelines for checking and reviewing lead delivery programs within our organization. Maintaining an organized, effective, and timely assessment of these programs is essential for achieving desired results. 

Program Monitoring

1. Lead Delivery Programs with a Duration of 3-6 Months: For programs within this timeframe, pacing must be monitored immediately. Early detection of potential issues enables us to make necessary adjustments promptly, preventing delays. 

2. Lead Delivery Programs with a Duration of 6-12 Months: For these longer-duration programs, pacing checks should be conducted at consistent 3-month intervals (i.e., 3-month, 6-month, and 9-month). This approach allows for timely review and adjustment of discrepancies, ensuring the program stays on track.

Delays in Delivery and Necessary Actions

If a lead delivery program is over a month delayed, it is mandatory to consult with the product team unless the delay is due to a filter change or the introduction of an ABM or Suppression list. Identifying which categories need a boost to ensure timely program completion is key. Effective communication and collaborative problem-solving are essential in this process.

Implementation of ABM or Suppression List Mid-Program

Introducing an Account-Based Marketing (ABM) strategy or Suppression list, mid-program can lower the number of leads we can deliver and potentially delay the program. Immediate evaluation is necessary in these instances to gauge the extent of the impact and determine the best course of action to keep the program on track. If delays occur due to these changes, they are expected, and consultation with the product team is not required.