Single Owner Onboarding Flow
Assign DMS
Collect Assets
Setup CRM
Upload Assets
Prepare REACH
Organize Assets
Kickoff Call
Create Copy
Review Ad Copy
Design LP
Build LP
Review All Creative
Share Creative
Set Up Subscription
Create Keywords
Assigned To: Natasha
Assign the DMS for the Onboarding ONLY.
(This is a bit confusing because there may be 2 "Assign DMS" tasks because there are 2 separate automations running for this new client. We need to have a DMS assigned so they can be part of the onboarding call, however we don't want to start the normal Tech and Campaign Setup flow yet)
Complete the "Single-Owner Brand Onboarding - Assign DMS" task, but do NOT complete the "Assign DMS - {Brand Location}" task from the normal setup flow - We don't want the email introductions or Tech Setup to happen yet.
Assigned To: Kayla
Request operational & creative assets from the owner (Marketing procedures, ad spend requirements, offers, creative deliverables, CRM info, etc.). Once collected, send applicable assets to Creative, Customer Success, and Tech departments.
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
Ask if they have a deadline or timeline they need to stick to
Assigned To: Lance
Coordinate with the Client Relationship 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.
Assigned To: Lynette
Upload all the assets from the Client Relationship Manager to the FFM Drive so they are available.
Assigned To: Lance
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.
Assigned To: Meilani
Give all assets Naming Conventions.
Create TATU folder and copy over top 5 assets for the DMS to use on the campaign.
Assigned To: Kayla
Schedule the Kickoff Call, and invite all needed members.
Once the call is completed, add the Notes from the call to REACH, and email a copy to the attendees.
Assigned To: Yvette
Build ad & lead form copy for all approved offers (Google & Facebook).
Build out copy for landing pages.
Send to Whitney.
Assigned To: Whitney
Review the ad copy and work with Yvette as needed to get it right.
Assigned To: Lynette
Create Landing Page template for approved offers.
Send to Chase to build.
(If we aren't doing LPs, then just mark this task as complete)
Assigned To: Chase
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.
Assigned To: Whitney
Review all copy/landing page templates and work with the Creative & Tech Teams to update as needed.
Assigned To: Yvette
Share the Copy & Creative with the DMS assigned to this Brand and cc Natasha.
Assigned To: BD Rep
The Single Brand Onboarding flow is done. Get the client set up on a subscription.
Assigned To: Meilani
Create the keyword list for this Single-Owner brand