Tech
Strategy
Creative
Request operational & creative assets from the brand (Presale/Sustained marketing procedures, ad spend requirements, approved offers, creative deliverables, CRM info, etc.). Once collected, send applicable assets to Creative, Customer Success, and Tech departments.
Established Brands:
Fitness, plenty of assets, brand book and copy via website
Developing Brands:
Do they have ANY assets or do we need to look/make them?
Does their website have plenty of information or do they have ANY copy to work with?
Is there an “About Us” page or is there a description of their business/product?
Request any demographic studies & member persona information they have to help the FFM team to build the targeting and campaign creative
Confirm what CRM they use & work with Tech to get them access/intro them to the Brand’s tech team to get the CRM integration setup
Confirm presale/sustained offer flow
Ask if the Brand has a deadline or timeline they need to stick to
Coordinate with the Business Development Manager to get the CRM info for the Brand. If this is a CRM we haven't integrated with previously, set up the integration and train Tech Services and QC on how this CRM works.
Do we need a custom LP site for this brand?
If so, buy it and set it up.
If we’re not using our LPs, then how do we put our tracking code on their site?
Prepare Reach for the new Brand to enter into the system.
Make sure the Company exists. Assign the CMO's User record to the Company.
Make sure Shop/Products/Setup forms and flows exist, if needed.
Collect brand data received by BD dept. & study Brand Book, demographic information, research brand and industry to determine the basic campaign strategy for the Brand.
Build template for campaign building, creating initial setup instructions and share on drive for the DMS team to use.
Upload all the assets to the FFM Drive so they are available.
Create image and video TO assets based for approved offers
Send to Whitney for Review
Review the TO creatives. Notify the Creative team for changes or approval.
Build ad & lead form copy for all approved offers (Google & Facebook).
Build out copy for landing pages.
Send to Whitney.
Review the ad copy and work with Yvette as needed to get it right.
Build the Ad Previews based off of the approved ad copy
Create Landing Page template for approved offers.
Send to Chase to build.
Once LP template is ready, build the landing pages and prepare them for DMS implementation.
Send to Whitney, Yvette and Lynette once the page is created for final approval. Make sure they check it on a mobile device.
Review all copy/landing page templates and work with the Creative & Tech Teams to update as needed.
Once approved send to Lynette to build the Preview Deck.
Create the Preview Deck
Review the Preview Deck and notify Yvette once ready.
Work with the Brand contact as necessary until approved by them.
Notify Meilani and Lynette that all assets are approved and ready to be organized within our Drive.
Review campaign setup doc, get familiar with approved copy and offers for different stages, including the age and gender demographics for this Brand.
Liaise with Tech Services to learn how this Brand’s CRM integrates and any setup peculiarities with LPs and Zapiers.
Review the campaign setup doc, ad previews (copy & creative), and overall implementation to ensure you understand the play.
Announce the new Brand to the DMS team.
Take care in assigning the first DMS for best fit with the product and personality of the first client(s).
Go through the Brand with the pod that they are assigned to. Covering brand history, demographics, “vibe”, and overall strategy.
