Onboarding
Dealer co-marketing set up runs Oct 19 to 30 if you approve the budget shift by Oct 9. The items below are what it needs.
- Business contextDealers and goals
- Metric definitionsOne order definition
- Budget authorityYour decision, Oct 9
- Channel accessWeekly dealer report live
Dealer co-marketing set up
The four onboarding steps with every item, owner and date. Tick items off as your team sends them.Retainer checklist
What set up needs
Access is requested at the minimum each task needs and recorded here. You can revoke any grant.
| Item | Step | Status |
|---|---|---|
| Dealers taking part, with contacts | Business context | Waiting on you |
| Co-marketing goals for Nov and Dec | Business context | Drafted |
| Definition of a dealer co-marketing order | Metric definitions | In review |
| Cost per order measured the same way as the tests | Metric definitions | Agreed |
| Budget approval from Tessa and the finance lead | Budget authority | Due Oct 9 |
| Spend limit per dealer | Budget authority | Not started |
| Dealer order report, weekly | Channel access | Live since Aug 28 |
| Read access to dealer co-op spend | Channel access | Requested |