Introduction & Objectives

Purpose: This Statement of Work (SOW) defines the plan to implement Subsplash People for your organization. We'll work together to establish efficient workflows for managing your community's information while empowering your team to maintain and grow your database independently.

Target completion: All deliverables will be completed within 90 days from the contract start date or after all included coaching hours are completed, whichever comes first.

Price: $4,000

Objectives:

• Create an organized system for managing your people's information
• Establish efficient workflows for data collection and updates
• Successfully import your existing people data
• Train your team on best practices for ongoing management

Scope of Work

1) People Import Process

Data preparation guidance. We'll guide you through preparing your existing data for import, including:

• Understanding data formatting requirements
• Creating custom fields to match your data structure
• Preparing Subsplash People to receive your data

Import process support. Step-by-step assistance through:

• Practice "dry run" imports to test your data
• Guidance for your actual people data import
• Review of imported data to ensure accuracy

Important note: Data export and cleanup is your responsibility. We provide guidance and best practices, but your team will need to export, clean, and format your data before import.

Giving import assistance. When applicable, we can provide similar guidance for importing your donor history and giving data into Subsplash Giving, helping you maintain continuity in your financial records.

2) Forms, Groups & Communication

Forms. Provide training regarding forms to capture information from your community and visitors, demonstrating best practices for form design and data collection.

Groups and teams. Provide training regarding messaging groups and volunteer teams to facilitate targeted communication and ministry organization.

Communication. Review your communication options including SMS and email capabilities, helping you understand how to effectively reach your community.

3) Training & Support

Three hours of screen-share coaching. One-on-one sessions with your Onboarding Specialist to cover all aspects of Subsplash's people management system and answer your specific questions.

Platform best practices. Learn efficient workflows and time-saving features to maximize your investment in the platform.

Important Notes

Independent work is required. People Management Onboarding provides consultation and guidance, but does not include hands-on data work outside of coaching hours. You'll need to:

• Export, clean, and prepare your data for import
• Create and test forms independently
• Build out groups and teams for your organization
• Complete import tasks between sessions

Your participation is essential. Success requires:

• Identifying and involving key stakeholders in training sessions
• Dedicating time between sessions for independent work
• Providing clean, properly formatted data for import
• Attending scheduled meetings (missed meetings not rescheduled 4+ hours in advance count toward your 3 total meetings)

Post-onboarding support. After your 90-day contract ends or all coaching hours are completed, you'll receive continued support through the Subsplash Assistant, our Support team, and your assigned Client Success Manager (CSM).

Assumptions & Constraints

• Your existing data is available in a format that can be exported (CSV, Excel, etc.)
• Data cleaning and deduplication is completed by your team
• Client will provide timely feedback and approvals
• Complex data migrations may require additional consultation
• Integration with third-party systems may have limitations
• Your team has basic spreadsheet/data management skills

Cancellation Policy

If you decide to cancel before your first call with your Onboarding Specialist, $999 of your Streamlined People Management Onboarding fee will be retained and applied to Standard Onboarding. After your first call, the full fee is non-refundable.

Change Management

Any request that alters scope, effort, or timeline will be documented via a written change order for mutual approval before work proceeds.

Description of Services & Specifications Subsplash, Inc. will provide ORG NAME with People Management services as pursuant to the Subsplash Terms of Service:

Terms and Conditions

• By executing this Statement of Work ("SOW"), Customer agrees to the purchases listed and to the Subsplash Terms of Service available at https://www.subsplash.com/legal/terms-of-service.
• The Subsplash Terms of Use and Subsplash Privacy Policy are incorporated herein by reference. They are available at https://www.subsplash.com/legal/terms-of-use and https://www.subsplash.com/legal/privacy.
• In the event of a conflict between or among the terms of the Terms of Use, Terms of Service, and Statements of Work, the order of precedence shall be, from first to last: the Statements of Work, the Terms of Service, and lastly the Terms of Use.
• This Scope of Work and all pricing information stated herein are Subsplash Confidential information.
• Customer agrees to pay for service overages at the then current pricing.
• Subscriptions are non-cancelable before their Order End Date.
• Subsplash may reject this Statement of Work if: (1) the signatory does not have authority to bind the customer to this Statement of Work, (2) changes have been made to this Statement of Work (other than the completion of the purchase order information and the signature block), or (3) the requested purchase order information for signature is incomplete or does not match our records for the rest of this Statement of Work.