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Franchise Focused Marketing Store

Brand New Offer Flow


Verify Offer Details from Corporate

Review New Corporate Offer



DMS Prep

Share Offer Details with DMSes

Creative

Upload/Create New Offer Assets

Copy
New Offer Copy

Review New Ad Copy



Create LP for New Offer

Get Corporate Approval on New Offer Copy

Add New Offer to Spreadsheets

Create Offer Spreadsheet for DMSes

Create Ads for New Corporate Offer
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Assigned To: CRM Coordinator

New offer form has been submitted by Corporate. Review the offer and make sure we have all the details we need.

Assigned To: Whitney

Review the info from the form and reach out to Corp Contact if there is missing information that’s needed. Once all info is provided, add to the Offer Spreadsheet and email Yvette any information needed to create the copy, outside what is on the form. Share the offer details with Aaron. Share the creative link with Katie.

Assigned To: Aaron

Share the offer details with the DMMs & DMSs so they have a heads up of what’s coming and when it will run.

Assigned To: Katie

If there is specific creative for the offer, upload them to the drive and share the link to the folder with Aaron.

*If no creative is provided, Whitney will send a Creative Request through for Katie to create text overlay creative via the Reach Form.

Assigned To: Yvette

Create the copy for the offer and landing page as needed in a shareable Google Doc. Once complete, share with Whitney to review, and CC Chase so he has the LP copy. If no creative exists, start creating now.

Assigned To: Whitney

Review copy and make any adjustments. Once all good, share with CRM Coordinator.

Assigned To: Chase

Yvette should have already sent you the copy, and if we are doing a new design, Katie should have sent it. Once you have approval from Whitney on the copy, build out the new LP and send it to Whitney for approval.

Assigned To: Kayla

Share copy doc with Corp Contact to get approval. Any changes needed are sent to Yvette to make. Once approved by Corp, forward Whitney the approval confirmation, including the link to original to the copy doc.

Assigned To: Whitney

Add to the brand specific copy spreadsheet and link to it in the offer spreadsheet. Notify Aaron of approval and that all details are in the offer spreadsheet.

Assigned To: Aaron

Create a DMS spreadsheet specific to the brand offer and share link in an instructional email with the DMMs & DMSs teams to implement.

Assigned To: Each DMS Individually

For all clients you have in this brand: Create ads based on Aaron’s direction and shared spreadsheet. Send previews for approval to the client. After approval, set ads to go live on the start date or set Cal reminder to turn ads on if you aren’t making a specific ad set for them.