The project manager is responsible for initiating setup of a contact data list that will be used for a calling campaign. During the client kickoff call, discuss the target account detail parameters to determine if TSL needs to create a contact list or if the client is providing their own.
Data list pulls are performed by our India-based team. The main point of contact is Vaibhav Sarate, and Anil will be involved to support and has overall responsibility for QA. Communication should be sent to datarequest@tslmarketing.com to reach the appropriate contacts. As of 2/2021 their hours for list work will be as follows:
EST Time | India Time |
8 am to 10 am | 6:30 pm to 8:30 pm |
8:30 pm to 10:30 pm | 7 am to 9 am |
Always pull Zoom or TSL data for lead guarantee campaigns. Do not perform provided account list matching.
1. Review project and determine budget available for data setup and contact purchase. For details on pricing and budget allocations for data setup and data purchase visit the Pricing page here.
2. For lead guarantee campaigns, use an initial data purchase budget of 50-75% of the data budget to start the campaign. If more data is needed to complete the campaign, the remainder of the budget may be used. Translate the initial list budget amount into a volume of contacts that you will be requesting.
3. Confirm the following parameters with the customer:
4. Send data request email to datarequest@tslmarketing.com. Use this email template to be sure you provide the required details in your request.
5. Receive email with Preview Data List from the data team. Review for completeness and alignment with the customer/campaign needs.
6. Forward email with list attached to Chris Koslowski with request to approve list purchase.
7. When purchase is approved, open the Clarizen Expense Sheet PO for the contact costs.
8. When Clarizen PO is approved by Finance Director, route the approval from Chris to the data team to finalize the request to purchase.
9. Receive data list and provide instructions to load into CRM.
Only perform a client-provided list match for hourly campaigns with no lead guarantee.
1. Review project and determine budget available for data setup and contact purchase. For details on pricing and budget allocations for data setup and data purchase visit the Pricing page here.
2. Set customer expectations that we may not be able to get contact/account info for all accounts, but we will for as many as we can match. Obtain from customer, or create on their behalf, a Word or Excel document with list of:
3. Send data request email to datarequest@tslmarketing.com. Use this email template to be sure you provide the required details in your request. Attach the list document.
4. Receive email with Preview Data List from the data team. Review for completeness and alignment with the customer/campaign needs.
5. Forward email with list attached to Chris Koslowski with request to approve list purchase.
6. When purchase is approved, open the Clarizen Expense Sheet PO for the contact costs.
7. When Clarizen PO is approved by Finance Director, route the approval from Chris to the data team to finalize the request to purchase.
8. Receive data list and provide instructions to load into CRM.
2/11/2021 notes and resources to incorporate in above process: