Franchise Focused Marketing Store
Form Submission
Client submits form and creates subscription.
User Record
Create a new user account if this is a new client.
Client Record
Create a new client or add to an existing client.
Welcome Email:
Dear {FirstName},
Welcome to the Franchise Focused Marketing Family! We're very excited to work with you.
If you have not already set up your FFM subscription, please visit our Subscription Payment Page to complete this. Your campaign will not be made live until this has been completed. You can always make changes to your FFM subscription by visiting our client login page.
Your FFM Representative should be reaching out to you shortly to help get you started. Please make sure to ask them any questions you have, and let them know if you need anything.
Again, welcome to the FFM Family, and we appreciate you working with us!
Welcome to the Franchise Focused Marketing Family! We're very excited to work with you.
If you have not already set up your FFM subscription, please visit our Subscription Payment Page to complete this. Your campaign will not be made live until this has been completed. You can always make changes to your FFM subscription by visiting our client login page.
Your FFM Representative should be reaching out to you shortly to help get you started. Please make sure to ask them any questions you have, and let them know if you need anything.
Again, welcome to the FFM Family, and we appreciate you working with us!
Client Note
Add a Note to the Client record with the details of the form submission.
Assigned To: Sales Rep
Create the onboarding notes.
Assigned To: Aaron
Assign to a DMS as owner. Verify enough information is submitted to continue. Check subscription, note if not completed yet and notify DMS.
Create Campaigns
Create the Google and/or Facebook campaigns. Put them in the Tech Setup stage.
Assigned To: Josh
Create the Google and/or Facebook Ad Accounts.
Get CRM access if needed.
Request FB Page Access if needed.
Create and set up Zap if needed.
Create and set up LP site if needed.
Update REACH for these campaigns.
DMS Introduction Email:
Dear {FirstName},
My name is {DMSName} and I am your Digital Marketing Specialist (DMS) here at Franchise Focused Marketing. I'll be in charge of managing your campaigns as well as being your main point of contact.
Our tech team is currently working hard to set up your campaign on the back-end so that I can build out your campaign. I'll be reaching out shortly in a separate email to schedule a strategy call to introduce myself and go over any details for your studio.
We’ve recently introduced our new marketing platform, REACH. Within REACH you’ll be able to see every detail of your campaign including all notes from our team any time your campaign is reviewed and updated. To access REACH, simply go to https://www.reach.marketing/. Click on “Forgot Password” and a password reset email will be sent to this email address. Once you’ve updated your password, you’ll be able to log in and keep track of your campaign’s setup progress.
Please don't hesitate to reach out with any questions, concerns, or if you just want to say hi.
I look forward to working with you!
{DMSName}
{DMSEmail}
My name is {DMSName} and I am your Digital Marketing Specialist (DMS) here at Franchise Focused Marketing. I'll be in charge of managing your campaigns as well as being your main point of contact.
Our tech team is currently working hard to set up your campaign on the back-end so that I can build out your campaign. I'll be reaching out shortly in a separate email to schedule a strategy call to introduce myself and go over any details for your studio.
We’ve recently introduced our new marketing platform, REACH. Within REACH you’ll be able to see every detail of your campaign including all notes from our team any time your campaign is reviewed and updated. To access REACH, simply go to https://www.reach.marketing/. Click on “Forgot Password” and a password reset email will be sent to this email address. Once you’ve updated your password, you’ll be able to log in and keep track of your campaign’s setup progress.
Please don't hesitate to reach out with any questions, concerns, or if you just want to say hi.
I look forward to working with you!
{DMSName}
{DMSEmail}
Update Campaign Stage
Change stage to Campaign Setup.
Assigned To: DMS
Verify the subscription has been setup and paid. DO THIS BEFORE PROCEEDING.
Update Campaign Stage
Change stage to Client Approval.
Assigned To: DMS
DMS coordinates with the client to get ad approvals and finalize the campaign.
Update Campaign Stage
Change stage to QC.
Assigned To: Josh
DMS has created the Campaign. Add the Campaign ID.
Assigned To: Sam
Verify subscription is active and paid, all setup steps have been completed and the campaign and all it's parts are operational and ready to go live.
Update Campaign Stage
Change stage to Waiting to Start.
Assigned To: DMS
Setup QC is completed and Ads have been approved by the client. Turn on the ads.
Update Campaign Stage
Change stage to Active.
Sustained Process
Put this client into the Sustained Process so Campaign Ending tasks fire each month.