Active Management is a premium support service that gives you access to both strategic and hands-on help from the TAP team.
🤝 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 |