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BBL-SEA | New Client Workflow
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BBL-SEA | New Client Workflow
BBL-SEA | New Client Workflow
1
Receive Request:
2
Initial Needs from Client and SM / Web info
3
Review Materials / Reports
4
Conducting Initial review:
5
1st Client Meeting:
6
1st Client meeting
7
Brainstorm / Marketing Plan creation
8
Execution
Receive Request:
Initial Needs from Client and SM / Web info
Gather FB/IN/YT?other SM from client and website
Get Google adwords reports, FBB reports or other analytics they have
Ask if working with agency now - if so get fee's, structure etc.
What services will we be supplying?
Multiple options can be selected from this list
1
Creative Assets - Pic, Video
2
Funnel Creation
3
WordPress
4
Social Media Management
5
Other
Review Materials / Reports
Conducting Initial review:
Review all client assets, reports, SM accounts etc
Put into Onboarding Document for Manager/Team review
Set 1st Meeting with client
1st Client Meeting:
1st Client meeting
Ist client meeting
An option will be selected here
Brainstorm / Marketing Plan creation
1
Team meets to review options for Client
2
Create Marketing / SM plan
3
Deliver to Manager
Execution
1
Manager reviews
2
Send to client for approval
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