What is Active Management on TAP and how much time will it save me?

Last update about 2 months ago

🤝 Your Support Team

Role Focus Included for Client Success Manager (CSM) Strategic planning, best practices, recruitment goals All clients Delivery Manager (DM) Day-to-day platform management, content, engagement Active Management clients only

🧭 What your Client Success Manager supports

Strategic planning and goal setting
Best practice sharing
Quarterly Business Reviews (QBRs)
Recruitment and content strategy
Contractual questions

🛠 What your Delivery Manager handles

Platform management: Notifications, ambassador support
Content curation: Sending requests, publishing, tagging, ambassador feedback
Prospect re-engagement: Tailored actions based on stage and activity
Community group management: Daily monitoring, weekly prompts, monthly insights
Reporting: Regular updates with actionable insights

⏱ How does this all come together?

Team Time Commitment Responsibilities TAP Team (DM + CSM) ~1 hour/week Platform management, feedback, engagement, content flow Your Team ~15 mins/week Recruit ambassadors, approve messaging, step in when needed Us Together Quarterly Attend QBRs, track KPIs, share feedback and conversion data