Use this checklist to prepare your submission and pitch to the Market Activation (MA) Board. Keep it simple, clear, and focused.

Basic Details:

First Name *

Last Name *

Email *

Phone

Branch and Region

Proposed Activation Name

Strategic Intent:

Opportunity/problem are you addressing?

Why is this activation right for your area?

Why now?

Target Customer:

Majority income level R40k+?

Yes

No

Estimated number of customers reached (minimum 50): Please include customer demographics and profile:

Activation Overview:

Provide a clear description of the event/concept:

Why will it appeal to the target audience:

Expected experience for attendees:

Scalability or National potential?

Yes

No

Roles and Responsibilities: (Non-Negotiable)

Provide a list of deliverables for each person below: If roles and responsibilities are unclear, the Board will not consider the proposal.

Adviser(s)

Manager

Risk Specialist

Investment Specialist

Legal Adviser (if needed)

Any other support roles

Post Event Game Plan (non-negotiable)

Lead capture method confirmed?

Yes

No

Lead segmentation plan?

Yes

No

Appointment setting plan?

Yes

No

Conversion expectations included?

Yes

No

Tracking commitment confirmed?

Yes

No

Please insert additional Post Event Game Plan information here:

Budget requirements:

Total Project Cost

Amount requested from MA Board

Regional funding available & why it’s insufficient?

Any sponsorships/partnerships noted?

Yes

No

Breakdown of major cost items attached?

Yes

No

Budget Outcomes:

Estimated customer reach #

Expected leads/appointments #

Potential to scale or replicate?

Yes

No

Supporting Event Proposal Documents

Final Confirmation:

I confirm that all information is completed, and I agree to follow the post‑event tracking process.

Date of signed application

Applicant Signature:

I confirm that I want to receive messages from using the contact information provided.