A Clear Start For Your Campaign Team

Use the walkthrough to show us how your campaign keeps its records today. We look at the lists, tools and tasks you want to bring into Project Red, then agree on the setup.

• Your team: identify the person coordinating setup, the tools you use and the first workflow you want to improve.
• Our team: confirm what fits the product, what access is needed and whether any additional work needs a separate scope.

During the walkthrough, we can use sample data to show how the workspace fits your campaign.

We map the agreed list exports into your workspace, organize the records and work through duplicate matches with your team. You help resolve details that need campaign knowledge.

• Your team: provide the agreed files, required account access and the team members who will use the workspace.
• Our team: handle the agreed import and configuration, and flag missing information or access that needs attention.

Setup in 24 hours once we have the required files and account access. Custom integrations and additional campaign work are scoped separately, including their timing.

See how imports and connections are scoped

We show your team how to use the workspace for the workflow you agreed on. Together, we review the imported records and cover the everyday tasks your team will handle.

• Your team: review the setup, ask questions and confirm who will manage the records day to day.
• Our team: provide training, answer product questions and help troubleshoot issues.

Explore the contact management workflow

Setup, imports, training and troubleshooting are included. Recurring list clean-up, custom integrations and campaign work are scoped separately.

Tell us what you want help with during the walkthrough. We can distinguish the work your team will do in the product from the work you want us to take on.