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The Playbook

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Paid Media Campaign On-Boarding

Introduction

Day 1

  • Immediate phone call to the sales rep
    • Interview sales rep to learn about the client
    • Get their sales notes
  • Send intro email
  • Account Manager in-house setup
    • Create Google Drive folder
    • Create a campaign brief
    • Create TeamWork Client and Project(s)
      • Add task template

Kick-Off Meeting

Day 2 – 5

  • Calendar Invite – sent immediately upon setting kick-off meeting
    • Event title: (Elevato & [Company Name] : Campaign Kick-off)
    • Include team and all client contacts
    • Attach the meeting agenda to invite
    • Provide call-in details via your Zoom Account
  • Email meeting confirmation (sent the morning before the day of the meeting)
    • Agenda
    • Include call-in details
    • Include team and all client contacts that are on the meeting
  • Meeting Agenda (Template)
    • Introduce key players
      • Account Manager
      • VP of Marketing
      • Sale Representative
      • Designer
      • Specialists
    • Interview client and fill out persona and customer profile
    • Explain onboarding and campaign management process
    • Review goals
    • Review and support proposal
    • Finalize campaign brief
    • Define next steps and confirm the launch date
    • Set campaign planning presentation meeting
  • Kick-Off follow up email
    • Define next steps
    • Define items needed (if any)

Research and Campaign Planning

Objective: align design inspiration and content with the client’s goals and brand

Day 5 – 10

  • Internal strategy session
    • Attendees
      • Campaign Manager
      • Designer
      • Specialists working on the campaign
    • Develop a comprehensive strategy to present to the client
    • This meeting should be a working meeting and help guide your campaign planning presentation
  • Create campaign planning presentation (Template & Example)
    • Brand and company alignment
    • Campaign overview: goals, promotions, reiterated channels, customer journey, campaign-type, landing pages, budget, emails for leads, credit card, etc.
    • Ad inspiration
    • Landing page inspiration
    • Creative asset library

Campaign Planning Presentation

Objective: complete alignment with the client on campaign and design direction

Day 10 – 15

  • Send meeting agenda to client and team (Meeting Agenda Template)
  •  Attendees
    • Campaign Manager
    • Designer
    • Specialists
  • Set campaign launch presentation
  • Follow up email to client defining next steps

Build Campaign

Day 15 – 20

  • Campaign build out
  • Create ads
  • Create landing pages (if needed)
  • Send Account Manager presentation
    • Revisions due within 24 hours

Campaign launch presentation

Objective: approval in 7 days or under

Day 20 – 25

  • Send meeting agenda to client and team (Meeting Agenda Template)
  • Attendees
    • Account Manager
  • Agenda
    • Confirm campaign details, lead visuals, and goals
    • Present ads
    • Present landing pages
    • Send baseline report
    • Confirm launch or next

Launch

Day 25

  • Launch Campaign
  • Post-launch checklist