Corporate Brand Onboarding Flow
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.
Fitness, plenty of assets, brand book and copy via website
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 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.
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 CRM 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 from the Client Relationship Manager to the FFM Drive so they are available.
Choose the top assets to use on campaigns and build folders in Drive clearly marked for the DMSes to use.
Build ad & lead form copy for all approved offers (Google & Facebook).
Build out copy for landing pages.
Send LP copy to Katie.
Send Ad copy to Whitney and Aaron.
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.
Coordinate with Sales Dept., Yvette or Whitney as needed.
Send to Whitney and Aaron for review once complete.
Once LP template is ready, build the landing pages and prepare them for DMS implementation.
Send to Copywriter and Designer once the page is created for final approval. Make sure they check it on a mobile device.
Review the actual Landing Page and ensure it matches the design and looks good on Desktop and Mobile. Coordinate with Yvette to make sure the Copy looks correct, and is correctly placed.
Review all copy/landing page templates and work with Creative Team to update as needed.
Once approved send to Katie to build the Preview Deck.
Create Asset Deck
Review the Asset Deck and send to CRM team once ready.
Work with Corporate contact, Whitney, and Creative as necessary until approved by corporate.
Send to Aaron when approved.
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.
Coordinate with the Client Relationship Manager and Whitney to provide feedback or ask questions for any clarification needed.
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.