Franchise Focused Marketing Store
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.