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Implementation and professional services
Terms and definitions

Implementation Manager

 

A remote project management role providing a project checklist and periodically checking in with project stakeholders to complete project checklist.

 

Packages

 

Essentials Implementation Package (SMB)

Includes:

 

  • Onboarding Call - Provides in-depth guidance on setting up your account, creating your first project, and building a template library, along with a detailed walkthrough of sharing options and team usage optimization in Marq.

     

  • Import Any Design Credits - Converts any file type into Marq projects to expand design compatibility and flexibility, with up to 40 credits available during implementation.

     

  • One-on-One Onboarding - Offers direct access to an Implementation team member for personalized support, supplemented by a series of progress-tracking emails throughout the process.

     

  • Standard Getting Started Page - Grants access to a standard onboarding page with pre-set videos and task lists to guide team members in getting the most value from Marq.

Unless otherwise noted, Marq Essentials Implementation Package must be used within 12 months from purchase date. If Customer does not use within 12 months, Customer will not be entitled to any reimbursement for any prepaid associated fees.

 

 

Standard Implementation Package

Includes:

 

  • Kickoff Call - Holds a post-sale handoff meeting from Sales to the Implementation team to outline timelines, training expectations, file uploads, and launch milestones.

     

  • Admin Training - Delivers a comprehensive walkthrough of account configurations and team setup to ensure a full understanding of system settings.

     

  • Designer Training - Provides training for designers to upload external files, apply content locks, use data automation, and build a template library in Marq.

     

  • Import Any Design Credits - Converts any file type into Marq projects to expand compatibility and streamline design inputs, with up to 250 credits during implementation.

     

  • One-on-One Onboarding - Offers direct access to an Implementation team member for tailored support, reinforced by a series of progress-tracking emails.

     

  • Technical Integration Support - Assists in configuring integrations such as SSO/SAML, DAM systems, or API connections to ensure seamless connectivity with your existing tools.

     

  • Regular Check-ins - Schedules recurring check-ins—weekly, bi-weekly, or monthly—based on your team’s availability to provide updates and additional training.

     

  • End User Onboarding Outreach - Delivers proactive outreach and training to end users post-implementation to ensure successful logins and address early-stage questions or issues.

     

  • Standard Getting Started Page - Provides access to a standard onboarding page with pre-set videos and task lists to guide team members in using Marq effectively.

Unless otherwise noted, Marq Growth Implementation Package must be used within 12 months from purchase date. If Customer does not use within 12 months, Customer will not be entitled to any reimbursement for any prepaid associated fees.

 

Premium Implementation Package

Includes:

 

  • Pre-Sales Consultation - Conducts a scheduled meeting before the deal closes to outline implementation timelines and discuss technical requirements for custom integrations.

     

  • Kickoff Call - Holds a post-sale handoff meeting from Sales to the Implementation team to set expectations for timelines, training, file uploads, and launch dates.

     

  • Admin Training - Delivers a detailed walkthrough of account configurations and team setup to ensure a strong understanding of system configuration.

     

  • Designer Training - Provides training for designers to upload external files, apply content locks, use data automation, and build a template library in Marq.

     

  • Import Any Design Credits - Converts any file type into Marq projects to support broad design compatibility, with unlimited credits during implementation.

     

  • One-on-One Onboarding - Offers direct access to an Implementation team member for personalized support, along with progress-tracking emails throughout the process.

     

  • Technical Integration Support - Assists in configuring integrations such as SSO/SAML, DAM systems, or API connections to ensure smooth integration with your existing tools.

     

  • Regular Check-ins - Schedules recurring check-ins—weekly, bi-weekly, or monthly—to provide progress updates and deliver training based on your team’s availability.

     

  • End User Onboarding Outreach - Conducts proactive outreach and training for end users post-implementation to ensure successful logins and address initial questions or issues.

     

  • Customizable ‘Getting Started’ Page for End Users - Creates a customized onboarding page with organization-specific videos to drive adoption and highlight key use cases of Marq.

     

  • Custom In-App Notifications - Uses AppCues to design tailored walkthroughs or notifications within the platform to boost user engagement and product understanding.

     

  • Analytics Consultation - Creates tailored reports aligned with your business needs and sets a custom reporting cadence to provide actionable insights.

     

  • Custom Integrations - Delivers custom-built integration solutions—subject to stakeholder approval—to meet unique technical requirements and extend system functionality.

Unless otherwise noted, Marq Premium Implementation Package must be used within 12 months from purchase date. If Customer does not use within 12 months, Customer will not be entitled to any reimbursement for any prepaid associated fees.

 

Professional Services

 

Onsite Onboarding (One Day) One (1) onsite visit for one (1) business day with an Implementation Manager and/or Customer Success Manager. This visit is to be used for needs discovery, project scoping and planning, and consultation for unique core needs related to implementation and/or add-on solutions.

Must be used within 12 months from purchase date. If Customer does not use the Onsite Onboarding services within 12 months, Customer will not be entitled to any reimbursement for any prepaid associated fees.



Onsite Onboarding (Additional Days) onsite visit(s) with an Implementation Manager and/or Customer Success Manager. This visit is to be used for needs discovery, project scoping and planning, and consultation for unique core needs related to implementation and/or add-on solutions.

Must be used within 12 months from purchase date. If Customer does not use the Onsite Onboarding services within 12 months, Customer will not be entitled to any reimbursement for any prepaid associated fees.



Onsite Training (One Day) One (1) onsite visit for one (1) business day with an Implementation Manager and/or Customer Success Manager to facilitate roll-out and end user training. On Site Training includes up to four (4) sessions for a maximum of thirty (30) attendees per session.

Must be used within 12 months from purchase date. If Customer does not use the On Site Training services within 12 months, Customer will not be entitled to any reimbursement for any prepaid associated fees.



Onsite Training (Additional Days) Onsite visit(s) with an Implementation Manager and/or Customer Success Manager to facilitate roll-out and end user training. On Site Training includes up to four (4) sessions per day for a maximum of thirty (30) attendees per session.

Must be used within 12 months from purchase date. If Customer does not use the On Site Training services within 12 months, Customer will not be entitled to any reimbursement for any prepaid associated fees.



Additional InDesign Import Import and editing of up to specified Customer InDesign pages in addition to pages imported as part of Complimentary InDesign File Imports services.

Must be used within 12 months from purchase date. If Customer does not use the Additional InDesign Import services within 12 months, Customer will not be entitled to any reimbursement for any prepaid associated fees.



Webinar (Standard) One (1) virtual hour of training selected from the training course catalog for up to fifty (50) attendees led by a Customer Success Manager or Implementation Manager.

Must be used within 12 months from purchase date. If Customer does not use the Webinar (Standard) services within 12 months, Customer will not be entitled to any reimbursement for any prepaid associated fees.



Webinar (Tailored) One (1) virtual hour of training tailored to Customer's instance for up to fifty (50) attendees led by a Customer Success Manager or Implementation Manager.

Must be used within 12 months from purchase date. If Customer does not use the Webinar (Tailored) services within 12 months, Customer will not be entitled to any reimbursement for any prepaid associated fees.



Printer Integration Set Up Custom scoping, development, and integration of an API between the Marq platform and Customer's preferred printer.

Must be used within 12 months from purchase date. If Customer does not use the Printer Integration Set Up services within 12 months, Customer will not be entitled to any reimbursement for any prepaid associated fees.



Printer Integration Access includes ongoing connection to the Marq printing provider. Includes troubleshooting, support, and consultation for Customer's use of the printer API to be provided during standard business hours during the subscription term.



DAM Integration Access and ongoing connection to the Marq DAM API. Includes troubleshooting, support, and consultation for Customer's use of the DAM API to be provided during standard business hours during the subscription term. 



Templating API Access and ongoing connection to the Marq Templating API. Includes troubleshooting, support, and consultation for Customer's use of the Templating API during standard business hours during the subscription term. Does not include building the endpoints and connectors, which is Customer's responsibility.



Custom API Integration Custom development services for other API integrations as requested by the Customer, and as agreed to between the parties.



Bi-weekly Catch Up Calls One (1) 30 minute video call every other week to discuss the general progress of Customer's implementation, provide timeline updates, and address Customer questions related to the implementation. Bi Weekly Catch Up Calls begin the next business day following the project kickoff and continue until the earlier of completion of implementation or 2 calendar months.



Custom Training Collateral Creation of one (1) 2-minute video for Customer to use as a training resource.



Activity Reports Creation and distribution of specified reports displaying user activity on Customer platform. Reports will be provided to Customer upon request on a quarterly basis during the subscription term.



Data Automation Training One (1) virtual (30) minute call with an Implementation Specialist to address Customer questions related to Smart Templates, data automation features, and MLS features.
Must be used within 12 months from purchase date. If Customer does not use the Data Automation Training services within 12 months, Customer will not be entitled to any reimbursement for any prepaid associated fees.

 

Implementation Services: Customized onboarding solutions tailored to meet unique customer needs, extending beyond the scope of standard packages.
 
Professional Services: One-time fee for specialized services such as custom dev work, tailored designs, or other personalized solutions delivered to the customer.
 
Campaigns Setup Package: Comprehensive configuration of the Campaigns feature, including audience setup, campaign type creation, and team training to ensure successful implementation and adoption.