Engagement Policy
Last updated: July 24, 2025
Preamble
LM is a consulting firm specialized in digital marketing, brand strategy, and technological development. We support small and medium-sized businesses through customized solutions designed to generate real, long-lasting, and measurable impact.
This Engagement Policy outlines LM’s long-term commitment to clients, suppliers, and stakeholders, in line with the values of transparency, responsibility, and sustainable growth.
LM aims to build relationships based on trust, shared objectives, and a performance-oriented strategic approach. Our work is guided by ethical principles, active listening to clients’ needs, and constant attention to the technological and social evolution of the market.
1. Monitoring performance, risks, and strategic impact
LM has defined a structured methodology to assess the effectiveness of its consulting activities. Specifically, the objective is to:
• Promote the development of effective and sustainable business practices for our clients
• Define and monitor both quantitative and qualitative performance indicators (KPIs)
• Anticipate reputational, strategic, and communication-related risks
• Integrate a continuous improvement mindset
For each project, an operational plan is defined, including milestones, deliverables, and impact indicators. Monitoring is carried out regularly through internal analyses and periodic reviews with the client. At the end of each engagement, a final report is produced, outlining the results achieved, areas for improvement, and operational recommendations.
2. Dialogue with clients
LM maintains constant and constructive dialogue with its clients. Relationships are based on transparency, shared decision-making, and mutual respect.
The activities include:
• Regular meetings (in person or remotely) with the client’s management
• Structured feedback sessions during and after the project
• Proactive updates on project progress and on any identified issues or opportunities
The LM team is trained to facilitate communication even in international and multicultural contexts.
3. Exercise of contractual and operational rights
3.1 Operational mandate
Each assignment is governed by a collaboration agreement that defines the scope, objectives, duration, and operational procedures. LM is committed to complying with the contractual terms and promptly communicating any changes or issues.
3.1 Internal decision-making process
Strategic decisions related to the projects are made by the designated Partner or Project Manager, with the support of an operational team. The client’s best interest and alignment with LM’s values are at the foundation of every decision.
4. Collaboration with other stakeholders and agencies
LM is open to collaborating with partner agencies, technology providers, and other consultants, with the goal of maximizing value for the client. In the case of active partnerships, LM:
• Ensures information sharing in a coordinated and controlled manner;
• Maintains strategic oversight to guarantee consistency and alignment with KPIs;
• Protects the client’s confidentiality and intellectual property.
5. Dialogue with the relevant ecosystem
LM actively participates in dialogue with its reference market and the professional communities in the digital, marketing, and startup sectors. The objectives are to:
• Stay up to date on technological, regulatory, and cultural trends
• Contribute to the development of ethical and sustainable practices within the industry
• Share knowledge and best practices with clients and stakeholders
6. Prevention and management of conflicts of interest
LM operates independently and in the exclusive interest of its clients. To prevent conflicts of interest, the company has adopted the following measures:
• Preventive checks during the client acquisition phase
• Separation of teams in the case of competing clients
• Contractual and informational transparency in the event of potential issues
Any conflict is managed promptly and in a traceable manner, in coordination with the responsible Partner.
7. Reporting and transparency
Each year, LM produces an internal summary of the activities carried out, the results achieved, and the areas for improvement, with the aim of strengthening transparency and the quality of its services.
Upon request, LM may share a simplified version of this document with selected clients to support internal audits or long-term partnerships.
