Internal Forms

Add Platform

Remove Platform

Calls Automation

Audit Tasks

Ad Spend Calculator

Red Alert

Best Performing Assets

Monthly Offers & Creative

Campaign Naming

Billing Request

Invoice Request

Onboard Corporate Brand

Onboard Single-Owner Brand

New Corporate Offer

Vendor Deck Request

Creative Strategist Form

HR Incident Report

Message the CEO

Damage Report

Grocery/Item Request

QC Task Automation

Recurring Task

Weekly Stats

Campaign Performance Report

New Client Journey

Initial Setup Flow Chart

REACH Structure (Types of Records and Types of Users)

Brand Onboarding Flow Chart

Single Owner Onboarding Flow Chart

New Offer Flow Chart

Restart AutomationTech Only

National SupplementTech Only

Cancel ClientTech Only

Cancel CampaignTech Only

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Add Platform

Platform We Are Adding:

Monthly Ad Spend for this Platform:

(Put the full monthly amount here. If we are prorating for the rest of this month, you'll put that amount below.)

Are we Charging a Prorated Amount for the Remainder of this Month? Yes No

Amount to Charge:

Any Other Changes to Make to the Subscription?

Does a Campaign Already Exist in REACH for the Platform we are Adding? Yes No

URL of the Existing Campaign Record in REACH

URL of the Other Platform's Campaign Record in REACH

Did you forward Claudia the email with the Client's written confirmation, along with their name and the campaign? (required) Yes No

Remove Platform

URL of the Campaign we are Removing

Are we Refunding a Prorated Amount for the Remainder of this Month? (This is Uncommon) Yes No

Amount to Refund:

(Make sure you have approval from Andre in writing before submitting this)

Any Other Changes to Make to the Subscription?

Did you forward Claudia the email with the Client's written confirmation, along with their name and the campaign? (required) Yes No

Call Schedule

URL of the Client Record in REACH

Date and Time of Next Scheduled Call This will determine the call schedule based on the options selected below.

Call Frequency

If you select one of the "Monthly Options" from the first drop down, you still need to select "Months" in the second drop down. If you select "Months" and the date is after the 28th, the automation will not work correctly once it reaches a month without that date.

Monthly Audit Tasks

URL of the Client Record in REACH*

Ad Spend Calculator

[CP_CALCULATED_FIELDS id="6"]

Red Alert

URL of the Campaign Record in REACH

Campaign Naming Convention Generator

[CP_CALCULATED_FIELDS id="7"]

Billing Request Form

URL of the Campaign Record in REACH* If the change applies to both FB and Google campaigns, put either one of them here.

What do you want the sub updated to:

If they are lowering ad spend, please give a brief explanation:

What are we charging:

Did you forward Claudia the email with their written confirmation, along with their name and the campaign? (required) Yes No

How much credit do they have for each item:

Reason for Credit:

How much are we refunding for each item:

Reason for Refund:

Did you forward Claudia the email with approval for this refund? (required) Yes No

What coupon(s) are we adding? (Select One or More):

3months

multilocation

referral

month1

zero out

Did you forward Claudia the email with the client's written confirmation, along with their name and the campaign? (required) Yes No

Any notes about adding the coupons:

This is to cancel an entire subscription. If you only want to remove a platform, please use the Remove Platform form.

Reason for Cancel:

This is to update the subscription tier. Note that EVERY campaign under the client needs to be on the same tier.

From:

To:

Did you forward Claudia the email with the client's written confirmation, along with their name and the campaign? (required) Yes No

Any notes about changing the tier:

Invoice Request

Task Due Date*

URL of the Client Record in REACH*

Location*

Invoice Payor*

Payor's Email*

Amounts we are invoicing:

Invoice Due Date* (cannot be back dated)

Invoice Notes:

Onboard Corporate Brand

Company Contact (CMO):

Onboard Single-Owner Brand

Company Contact (Owner):

New Brand Offer

Corporate Email Address* Make sure this email address includes the company's primary domain

Company Name*

Basic Offer*

Additional Offer Details:

Start Date*

End Date*

Link to Creative Assets for Offer:

Is This Offer For Google?* Yes No

Is This Offer For Meta?* Yes No

Link to Location Opt In/Out List:

Vendor Deck Request

Corporate Email Address* Make sure this email address includes the company's primary domain

Date of Meeting*

Do Not Fill Out This Form Unless You Are a Creative Strategist

URL of the Campaign Record in REACH*

HR Incident Report

Contact Form 7 not active

Anything You'd Like to Say to Andre

Your input is valuable in helping shape processes and company culture. Please use this to communicate anything you'd like directly to the CEO. He is the only person who receives these notes.

Contact Form 7 not active

Damage Report

Contact Form 7 not active

Groceries/Items Request Form

Please use this form to request anything for the office! This could be simply for restocking an item or something new!

Contact Form 7 not active

QC Task Schedule

URL of the Client Record in REACH

Date of Next Scheduled Task This will determine the task schedule based on the options selected below.

Task Frequency

If you select one of the "Monthly Options" from the first drop down, you still need to select "Months" in the second drop down. If you select "Months" and the date is after the 28th, the automation will not work correctly once it reaches a month without that date.

Set Up a Recurring Task

URL of the Client Record in REACH If you leave the default URL in this field, the task will be assigned to the "Reach Automation" client.

Assign the Task To: Has to match the First and Last name of the user in REACH exactly!

This will determine the task schedule based on the options selected below.

Date of Next Scheduled Task

Create Task X Days Before it is Due

Task Frequency

If you select one of the "Monthly Options" from the first drop down, you still need to select "Months" in the second drop down. If you select "Months" and the date is after the 28th, the automation will not work correctly once it reaches a month without that date.

Weekly Departmental Stats

Week Ending: (Verify as Correct)

Department:

Stats:

Stats:

Stats:

Stats:

Stats:

Stats:

Stats:

What your department is working on^*

Do you need something from the team?^*

What was completed in your area/wins to share^*

Any problems in your area that you need advice on?^*

Automation Restart

For use ONLY by Tech

FormType:

URL of the Campaign Record in REACH

URL of the Client Record in REACH

Is this a New Client? Yes No

National Supplement Setup

For use ONLY by Tech

URL of the Campaign Record in REACH

Cancel Client Form

The cancel process is now started by cancelling the subscription. Either have the client cancel it themselves, or send a Billing Request to have it canceled.

URL of the Client Record in REACH*

If you selected "Other" above, or want to provide additional info, enter it here:

Cancel Campaign Form

The cancel process is now started by cancelling the subscription. Either have the client cancel it themselves, or send a Billing Request to have it canceled.

URL of the Campaign Record in REACH*

If you selected "Other" above, or want to provide additional info, enter it here: