Marketing Request Process

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Marketing Request Form

Our Marketing Request Process

The UL Marketing and Communications team plans our bandwidth and project capacity based on set timeline outcomes. To help ensure project success, please consult our Marketing Request Timelines page to make sure you request your project with enough time for our team to complete your request. If you need collateral sooner than the outlined turnaround time, we have designed customizable marketing templates to help meet your urgent needs. 

Once a project begins, your timely response is critical to our team’s ability to serve and manage multiple projects and to meet the needs of our division. Please note that delayed responses and feedback from the requester may impact the deadline for the final deliverable(s).

The project milestone are outlined below for an overview of the project lifecycle. 

Submit Marketing Request


Attend Project Kickoff Meeting


  • A ULife Marketing team member will contact you, the project requester, to begin the project
  • A project kick-off meeting will be scheduled
    • Discovery meeting for major initiatives
    • Check-in meeting for other projects
  • During this process, the project requestor and UL Marketing team member will:

    • Discuss your vision and expectations
    • Identify action items
    • Solidify project timeline, final deliverables, and clarify roles and responsibilities

Approve Project Scope Summary

PROJECT STATUS:  Project Initiated

  • UL Marketing team member will send a project summary form
  • The project requester will sign off on the document. The project timeline will officially begin once the UL Marketing team member receives the sign-off. 

Review and Provide Feedback (1st Draft)


  • The ULife Marketing team member will send you, the requester, the first draft of the collateral by the agreed upon date.  
  • Requester will provide feedback and edits within the agreed upon time period
    IMPORTANT: If the requester does not provide feedback within the agreed upon timeframe, the project will be put on-hold and the final deliverable time will be impacted

Review and Provide Feedback (2nd Draft)


  • ULife Marketing team member will send the second draft of the collateral for minor suggestions/edits and ultimate approval within agreed upon time period of receiving the second draft
  • Once the requester submits the final edits, the Marketing team will create the final version(s) of the collateral within 5 business days
  • Requester will have up to 2 business days to review and approve the finalized content

Receive Final Deliverable(s)


Once the requester approves the final deliverable(s), the collateral will be finalized and delivered in the agreed-upon format

IMPORTANT: A third round of edits will only occur if the revision is a result of a marketing team oversight