Receive Request:

Initial Needs from Client and SM / Web info

  1. Gather FB/IN/YT?other SM from client and website 
  2. Get Google adwords reports, FBB reports or other analytics they have
  3. Ask if working with agency now - if so get fee's, structure etc.
  • 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

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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