Marketing Request Form

Marketing Request Form

This form is for print and digital collateral and approvals. EVENTS must be submitted as through Salesforce.
Level Four Advisor/Agent Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
How are you associated with Level Four?
What Level Four Practice(s) are you associated with (select all that apply)?
Type of Request

Other
Practice Director(s) Overseeing this Request:
Please provide a short description of the needed item
Target Demographics, Projected ROI & Business Justification
Please note if this event will be for existing client and/or Prospective Clients
As part of this event, please note the topics that will be discussed/covered. (select all that apply)
As part of the Event - please list items that will be provided to the attendees:

Other
Deadline Date

MonthDayYear
Date
Request Date

MonthDayYear
Date
Budgeted Amount (if applicable)
Number of individuals that will be traveling if any
Will there be travel expenses associated with this project?
If yes, what type of travel expenses are expected / Needed?
How will you or the Firm (if Retail) be advertising for the Event?

Other
Estimated Hotel Cost (Per Person) if any
Estimated Flight Cost (Per Person) if any
Is this Event co-sponsored with a Third-Party (Note any payments by a 3rd Party should be directed to Level Four and not to the Employee/Independent Associate)?
If yes, who is the co-sponsor?

Other
If a CRI Partner is involved, whom?
If someone will be speaking or presenting at the event, whom?
Please note name and company
Will a CRI or Level Four logo be needed for this event?
Name of Organization or Publication needing the logo if applicable
Name of Organization/Publication contact person (first and last name)
How long will the Logo be in use?
Date the Logo is due:

MonthDayYear
Date
Logo(s) Needed

Other
Associate Files for the event:

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Graphic/File Name (if applicable)
Graphic Need /Changes Needed (if applicable)
Email Name
Email Description
Email Content
Printed Item(s) Needed (Retail Employees Only)
Printed Item(s) File name if known:
Image of printed item(s) if necessary

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If updates, changes or customization is needed for the printed item please note those here:
Justification for Printed items (replenishing stock, event, specific meeting, other)
Ad Point of Contact
Ad Point of Contact Email address
example@example.com
Ad Publication/Platform
Ad Description
Ad Demographic
Ad Desired Content
Current, Associate or Additional Files

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Should be Empty: