Thank You

Next Steps

1. Schedule a Project Kick-Off Call here
2. Pay your first invoice through the Client Portal here
3. See Links to Bookmark below

Client Portal

Please bookmark the Client Portal. This is the main channel for communication between your project team and Moves Management.

You can choose “Magic Link” to login only using email, without remembering your password each time. You can submit a support ticket, review previous meetings, check the status of your project, and schedule a meeting, among other things. Only billing contacts of your organization will be able to see financial and agreement data.

Emailing requests directly to support@movesmc.com or opening a Support Ticket here ensures that your request gets into the project queue and our team can quickly respond. These requests will also be visible in the Client Portal.

Kick-Off Call Agenda

The first project kick-off call is a chance for us to go over some housekeeping items and quickly align on the project tasks moving forward. This meeting will include:

• Team introductions
• Review agreement deliverables
• Review project timeline
• Discuss current priorities and challenges around the database
• Support with Client Portal setup
• Review Communication methods and tools: opening up Support Tickets, emailing support@movesmc.com, scheduling a meeting through the portal
• Answer billing questions
• Schedule follow-up calls if needed
• Open discussion/answer any questions from your team

Regular Check-In Meetings

For management retainer clients

You will be meeting with Moves Management virtually on a regular basis via Zoom. These meetings are counted toward project billables and are conducted weekly, biweekly, monthly, or on an ad hoc basis, depending on the allotted project hours. Regular check-ins are intended to be a space to address current priorities, answer questions quickly, workshop reports with your team for training purposes, and address tasks collaboratively when needed.

Our hope is that regular touch-points will ensure continuous alignment of priorities and strategy between our teams. This is another great opportunity to ask questions or raise concerns that require more discussion outside of a support ticket request or email.

Note: Meetings are recorded through an AI Notetaker. Meeting recordings can be made available upon request. Please let us know if you ever wish for the AI Notetaker to be removed or to stop the recording.

Sample Check-In Agenda Outline:

• Project Updates
• Client Questions/Challenges
• Open Discussion
• Next Steps

Thank you for your trust in Moves Management to help your database work for you! We look forward to seeing you get the most out of your database so you can do the important work of serving your donors.