Seasonal Campaigns

Opt-in ~5–6 weeks before launch (current); target 1 week (ideal).

TBD

Quarterly campaigns, standardized across all tiers. Requires opt-in ~5–6 weeks in advance of launch. SMS & events only.

TBD

TBD

TBD

Monthly campaigns available to all tiers. Requires opt-in 1 week in advance. SMS, email & events.

TBD

TBD

Self reporting

No dedicated form — PSM submits the opt-in request through the standard seasonal-campaign process; not yet documented as a discrete HubSpot form.

No direct contact — opt-in submitted via PSM 5–6 weeks (current) / target 1 week (ideal) before launch.

TBD

TBD

TBD

TBD

Johanna's team has flagged the 5–6 week opt-in lead time as a mismatch with realistic practice demand.

Same as Growth.

TBD

Same as Growth.

TBD

TBD

TBD

Same as Growth.

TBD

TBD

⚠️ Not yet scoped — no defined reporting cadence in source docs.

No dedicated form — PSM submits the opt-in request through the standard seasonal-campaign process; not yet documented as a discrete HubSpot form.

No direct contact — opt-in submitted via PSM 5–6 weeks (current) / target 1 week (ideal) before launch.

TBD

TBD

TBD

TBD

Same as Growth - same 5-6 week opt-in lead time gap flagged by Johanna's team applies here (see Growth tier Notes).

Same as Growth.

TBD

Same as Growth/Silver (standardized across all tiers currently).

TBD

TBD

TBD

Same as Growth/Silver + ad hoc campaigns available. Requires opt-in 1 week in advance. SMS, email & events. Custom creative/copy available.

TBD

TBD

⚠️ Not yet scoped — no defined reporting cadence in source docs.

No dedicated form — PSM submits the opt-in request through the standard seasonal-campaign process; not yet documented as a discrete HubSpot form.

No direct contact — opt-in submitted via PSM 5–6 weeks (current) / target 1 week (ideal) before launch.

TBD

TBD

TBD

TBD

Sourced from Notion "PSM Wiki: Proven Path to Profitable Events" (verified 3/23/26): personalized seasonal-campaign creative (SMS/print/social) and ad hoc/custom options are Gold & Enterprise-tier only - the source doc states 'Other tiered providers: Customizations are not available at this time,' confirming Growth/Silver's lack of custom options is accurate, not a gap. For Gold: Personalized SMS creative = 24 business-hour turnaround from complete request; Print & Social assets = 2-3 business days after SMS approval; minor revisions 2-7 business days, major revisions 7-10 business days (2 revision cycles max). Seasonal Meta Ad Campaign buildout requires 2-3 weeks lead time from the Meta team; date changes 2-3 business days; minor ad revisions 1 business day. No reporting cadence to PSMs/providers on campaign performance was found - the Cadence column's 'Not yet scoped' appears accurate.

Same as Gold.

TBD

Same as Gold (standardized across all tiers currently).

TBD

TBD

TBD

Same as Gold.

TBD

TBD

⚠️ Not yet scoped — no defined reporting cadence in source docs.

No dedicated form — PSM submits the opt-in request through the standard seasonal-campaign process; not yet documented as a discrete HubSpot form.

No direct contact — opt-in submitted via PSM 5–6 weeks (current) / target 1 week (ideal) before launch.

TBD

TBD

TBD

TBD

Same as Gold - see Gold tier Notes (I7) for sourced SLA/turnaround details on personalized seasonal-campaign creative.

Same as Gold.

TBD

Same as Gold (standardized across all tiers currently).

TBD

TBD

TBD

Same as Gold.

TBD

TBD

⚠️ Not yet scoped — no defined reporting cadence in source docs.

No dedicated form — PSM submits the opt-in request through the standard seasonal-campaign process; not yet documented as a discrete HubSpot form.

No direct contact — opt-in submitted via PSM 5–6 weeks (current) / target 1 week (ideal) before launch.

TBD

TBD

TBD

TBD

Same as Gold - see Gold tier Notes (I7) for sourced SLA/turnaround details on personalized seasonal-campaign creative.

Same as Gold. Requires a formal VIP designation from the CEO.

TBD

VIP is a CEO-assigned designation, not a revenue-based tier — a VIP account automatically receives Diamond-level service regardless of its revenue band. Same as Gold (standardized across all tiers currently).

TBD

TBD

TBD

Same as Gold.

TBD

TBD

⚠️ Not yet scoped — no defined reporting cadence in source docs.

No dedicated form — PSM submits the opt-in request through the standard seasonal-campaign process; not yet documented as a discrete HubSpot form.

No direct contact — opt-in submitted via PSM 5–6 weeks (current) / target 1 week (ideal) before launch.

TBD

TBD

TBD

TBD

Same as Gold - see Gold tier Notes (I7) for sourced SLA/turnaround details on personalized seasonal-campaign creative.