Outline

Document Purpose: To have a standardized operating procedure for client pivots within their existing agreement

Process:

AD and AM to identify pivot based on client needs and/or performance.
AD to connect with GD to outline recommended pivot based on the challenge.
GD to determine whether or not a pivot is necessary.
- If pivot is due to a specific activation channel’s performance and/or strategy, GD/AD should connect with the respective department head to conduct an audit and/or evaluate the need for pivot.
Respective department heads will conduct strategy and performance audit of the channel to determine whether a pivot is needed, or if a strategy overhaul or potentially a team change will suffice.
- If audit findings determine that strategy changes are needed, and pivot might be premature, recap all findings and actions to GD, AD, AM, and strategy lead to review with client and implement.
- If audit findings determine that the service is not a fit, AD will work alongside GD to identify what service we should be pivoting to.

Need to create a new Blueprint for any Pivots.
- Find the original Blueprint for the client that you’re executing a pivot for and duplicate to make the respective adjustments for the months in which the pivot / services are changing.

For old hourly pricing, you will need to duplicate the “won” BP, rename as a “pivot” , make the appropriate adjustments and drop in the pivots channel.
For package pricing, if the BP is marked as “won” you will duplicate the BP and assign to a new pillar “Addendum” to make the respective adjustments. You will remove the old service and replace it with the new service ensuring that the start date aligns with when the pivot first goes into effect.
To make an addendum BP, see screenshot below

Note: If the service is not a 1:1 pivot based on the service/package pricing that will incur an additional fee, you will then include the additional cost into the addendum, in addition to the services we’re removing and the services we’re adding.
The start date in the addendum BP should reflect the first month in which the pivot starts. For example if it’s a 12 month contract with a pivot starting in month 6, you would make the start date for the addendum at the 6 month mark.
Add a note to the description: this is a pivot effective X date.

Once finalized, you’ll follow the same process of creating a new template for the addendum.
- Change in Fees HERE
- No change in fees HERE
Add in the relevant details for the client/pivot and send to GD for review and send the PDF to the client via DocuSign for signature.
Once signed, deploy in the #client_pivots slack channel.

Pivot Addendum template can be found below:
- Change in Fees HERE
- No change in fees HERE
  - Note: If the duration and renewal terms differ from the master Schedule A, will need to update that verbiage in the addendum and share in the #legal-library slack channel for approval.

Shared Services:
- Amazon: Joe Selzer or Katie Davis
- PR/Affiliate: Nicole Gilmore (Affiliate) or Victoria Soto (PR & Affiliate)
- CRO: Ned or Nash
- Programmatic: Trevor Jones or Katelynn Larson
- Lifecycle: Sam Phillbrick or Melissa Damas
- Data Intelligence: Bryce Hamlin or Scott Z
- Strategic Consulting or Media Strategy: Sarah Makinaci or Tim Ryan

Divisions:
- Dedicated MD of the Division
  - Lifestyle: Alex Fleming
  - Fashion: Alex Quinn (Smith)
  - CPG: Jenny Howell-Stiles
  - Enterprise: Brenna Gardner
  - Consumer Services: Kendall Brennan
  - B2B: Julia Torgerson