GTMA Internal Upgrade, Downgrade, & Transition Policy.
Upgrade/Downgrade Form
https://share.hsforms.com/19cy3rjTdTiqiDnr0-xatbw5dsgt
All upgrades and downgrades must begin on the 1st of the upcoming month.
Transitions must be submitted at least 10 business days prior to the month it will take effect.
Your account must be current with no overdue payments in order for an upgrade/downgrade/transition to take effect.
Thanks,
Team GTMA
GTMA Internal Upgrade & Transition Policy
This policy provides a clear and standardized process for all internal team members to manage client campaign upgrades, downgrades, and transitions. All requests must be submitted through the official "Internal Request - Upgrade/Downgrade/Transition" form.
1. Requesting a Campaign Change
All upgrade, downgrade, or transition requests must be submitted at least 10 business days prior to the month they are intended to take effect. A client's account must also have no overdue payments for an upgrade or downgrade to be implemented.
The request form requires the following information:
- Building name (if applicable), first name, last name, and email of the client
- Type of transition (e.g., upgrade, downgrade, or full transition)
- Whether a budget change is included
- The package type (e.g., Digital Advertising, Social Media Management)
- The current and new budget (if applicable)
2. Policy Acceptance and Confirmation
By submitting the form, the team member acknowledges and agrees to the terms outlined in this policy. The new budget and package will go into effect on the first day of the specified month. The form also includes a field for any additional notes, which should be used to provide specific details on the digital services impacted by the transition.