Venta Marketing

The Playbook

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Organic Social On-Boarding

Introduction

Day 1

  • Immediate phone call (made by Campaign Manager)
    • Welcome to Venta and thank you for business
    • Brief introduction
    • Schedule Kick-Off meeting
  • Send follow up email
    • Email Template (to set up kick-off meeting)
    • Supporting documents
      • Organic Social Welcome Packet [CREATE]
      • Kick-off Meeting Agenda
      • Organic Social Media Questionaire
      • Organic Social FAQs
      • The Venta Way
  • Campaign Manager in-house setup
    • Create Google Drive folder
      • Create asset library
    • Create a campaign brief
      • Complete all know/confirmed items in 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: (Venta & [Company Name] : Campaign Kick-off)
    • Include team and all client contacts
    • Attach the meeting agenda to invite
    • Provide call-in details via your Uber Conference

  • 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
      • Campaign Manager
      • Sale Representative
      • Social Media Specialist
    • Review and support proposal
    • Explain on-boarding and campaign management process
    • Complete campaign brief
    • Define next steps/meeting and confirm the launch date
    • Set Campaign Planning & Alignment 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

  • Create campaign planning presentation (BUILD INVISION BOARD)
    • Brand standards and company alignment
    • Campaign overview
      • Platform
      • Post frequency
      • Boost budget
      • Conversion goal
    • Analysis of Current Social Platform
    • Competitor Research & Analysis
    • Reach Strategy
      • Influencers
      • Social pages to share
      • Blogs to follow
      • Hashtags and tagging
      • Promotion opportunities
    • Brand voice
    • Post-types
    • Develop asset library (Google Drive) [CREATE THIS]
      • Images
      • Videos
      • Events Calendar
    • Create InVision post board (include review cadence)
  • Create baseline report

Campaign Alignment & 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
    • Social Media Specialist
  • Set campaign launch presentation
  • Follow up email to client defining next steps

Build Campaign

Day 15 – 20

  • Create a campaign calendar for month-1
  • Create all posts for month-1
  • Send Campaign 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
    • Campaign Manager
  • Agenda
    • Confirm campaign details, lead visuals, and goals
    • Present month-1 posts
    • Present baseline report
    • Confirm launch or next

Launch

Day 25

  • Launch Campaign
  • Post-launch checklist