Corporate Wellness Checklist

• Membership Manager solicits and prospects a new corporate.

  Deliver Wellness Package (all materials are provided by the Sales & Marketing Coordinator and available on MyTac. These MUST BE PRINTED IN COLOR).

  • - Wellness Offers
  • - Level 1
  • - Level 2
  • - Level 3

• Once the company has decided on their wellness plan:

  • • Decide on marketing to be used, payroll stuffers, posters and/or email announcements.
    • Ascertain “due dates” of the material and amount needed.
    • If needed contact Sales & Marketing Associate Manager to assist with organization of events for the on-site.

• Upon approval of the Wellness Agreement, call the company contact to arrange a meeting.

  • • At the meeting, review/sign the agreement, tour the company and view the area to be used for events.
    • Send final agreement to company via email.

• Scan the Corporate Agreement to the Regional Director, VP of Membership, Angie Carp and Emily Policastro.

  Submit a Marketing Request for materials. Review materials via Trello:

  • • Allow two-week turnaround for marketing materials.
    • Sales and Marketing VP and Marketing Director will review flyers and make needed corrections.
    • Marketing will contact you for review and pickup.