How does the four-week quick-start plan work?

A clear week-by-week plan: Week 1 segment lists and test APIs; Week 2 build templates and run a 100-sample send; Week 3 validate tracking and collect responses; Week 4 automate retries, finalize cadence and push metrics to dashboards.

What daily integration health checks should we run?

Run API uptime checks, verify REST responses, monitor connector performance, auto-retry transient failures, and alert ops when endpoints drop so sends are queued until confirmed.

How do we track postcards and link them to revenue?

Assign a workflow or campaign ID to each postcard, capture postcard IDs in the CRM, and map those IDs to campaign and bookkeeping records (for example QuickBooks) to calculate time-to-revenue per site.

What retry and escalation policy is recommended?

Use automatic retries for a 30-minute window with exponential backoff; after three failed retries escalate to ops, page the team and mark the job for manual review and replay.

Which tools and connector patterns speed implementation?

Prefer prebuilt connectors like Make, Zapier, Jobber or ServiceTitan and vendors like PostcardMania for prints. Use small Python scripts or AWS Lambda for glue logic when a connector isn’t available.

What compliance measures should be embedded in the flow?

Record consent flags, retain only required fields, maintain an auditable change trail, and implement data removal per retention rules to simplify reviews and avoid rework.

Who are the core roles and what do they do?

Dispatcher triggers sends and clears backlog; Field Tech confirms site readiness; Compliance checks consent and audits; Marketing Ops builds tracking, measures ROI and ties postcard IDs to revenue.

Which KPIs should we monitor for direct mail and site readiness?

Monitor MTTR for integration incidents, backlog percentage, compliance pass rate, delivery rate for postcards, mail response rate, days-to-payment and time-to-revenue per site over rolling windows.

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