English

Business Information Collection

You. Hi, it's nice to meet you. My name is Brittany, and I'm going to be your operations manager throughout this campaign. I will be working behind the scenes with the team, the client success manager, the account manager, keeping an eye on everything. First, I'd like to welcome you to this virtual onboarding brief. We're going to be covering communication workflow, what to expect for the next 30 days over the next couple of videos here. And then we're going to be at asking you more campaign specific questions that we'll need responses for. There will be a text format. You can quickly type those in for us. It makes it super easy. This will go directly to your account manager, so any information you feel like is really important around goals or what you'd like to target, that is really where we want to hear from you. Outside of that, make sure you set aside the next ten minutes to go over this with us so you don't have to start everything over. If you have any questions that formulate throughout this process as well, there's going to be a spot at the very end to ask those. We're excited to get started. Go ahead and click next and we'll get you rolling on what the communication is going to be like.

Team Communication

All right, so let's talk about communication, one of the most important things at the agency in order to keep things moving along, of course, for you. And we want to make sure that you are well taken care of. So we're going to be communicating with you through a couple of different ways. The first way is through our notification system. So keep an eye on your inbox for anything your account manager is actually shooting over to you for approval or letting you know when something is done. You're going to get these emails throughout the campaign. They're very much a proactive way for us to let you know before you feel like you have to ask. Outside of that, you can respond to those communication emails for any approvals, edits, questions, anything you have. And they're going to get rerouted into a central inbox system where your client success manager is sitting. So your client success manager is a person who is like your concierge. They're going to be here to make sure that all of your questions get answered thoughtfully and promptly. They're also going to make sure that they are there for you if you need a phone call or anything like that throughout the campaign. They're very much your advocate here. So we want to make sure that they are the person who you can bond with and you can build a relationship with. I am also here as your operations manager throughout the campaign if you need anything at all. We also have a couple of layers of people in between that. We have about six sets of eyes on every campaign, so rest assured you're being taken care of in terms of the communication workflow. We do also want to make sure that when we send things for review or approval, those get promptly addressed. That's going to help us be able to implement as fast as possible, which, as you know, is going to be how we're going to get results for you. So it's going to be important that this is a two way street. We both have good communication together. Go ahead and click onto the next slide and we're going to talk a little bit more about the dashboard where you're going to able to see everything taking place.

Reporting

Let's talk about the dashboard system now. If you have any digital marketing services that you've signed on for, you will be getting one of these dashboards in place. Anything outside of that, you're welcome to go ahead and click. Next, we're going to roll into the services section. What we really want to talk about here in this particular video is giving you an expectation on what you're looking at. So when we have dashboards that roll out, we're going to be giving you real time data in terms of your analytics or what we're tracking. We're also going to be giving you a high level overview of all the task work that we have and where it's at in place. The status notifications are what usually trigger the emails to come to you. You're welcome to check on these at any time. If you see anything that says waiting on client, that means we're actually waiting on you for feedback or approval. Please, of course, allow a couple of days for us to change those statuses, as we may need in terms of getting edits done and getting things published. But we do want to make sure that you have the ability to see us as we're working. I did mention in a previous slide, we work in a 30 day cycle, so you will see tasks getting done throughout the week. This can be a little more some weeks, a little less others, but the goal here is that we hit a marker of getting everything done by the end of the 30 day cycle. And then outside of that, you'll also see a section where we have highlights. These are going to be monthly highlights from your account managers, who are making sure to keep eyes on both the industry and your data. They're going to be feeding into you some real time data that you can hopefully digest your client success. Managers are also going to be using these dashboards when they do your review calls. So if you have any questions, definitely look at that dashboard and ask us. Otherwise, this is going to be the ultimate layer of transparency that you're going to need into how your campaigns are performing, where we're at with task work, and then also, again, making sure that you've get a little monthly highlight section from your account managers.

Virtual Onboarding

All right. We have gone through all the expectations. I think now what is left is going ahead and onboarding for the services themselves. I'd like you to go ahead and select the service that you're onboarding for. If you are onboarding for more than one service, you'll just refresh this link and you can go ahead and start from the beginning, but bypass all those screens you just went through. We'll go ahead and start by having you give us the basic information that we're going to need. Me. So go ahead, click the service and we'll walk you through everything else.

Branding

Target Service Area

Ideal Customer Avatar or Demographic

Competitors

Goals

Services to Target

Keywords

Keywords to Avoid Targeting

Content

Desired Lead Conversion

Google Analytics

Google Drive Link with Logo, Images, and Copy

Additional Questions

I would like to thank you for taking the time to fill out this onboarding brief. Hopefully it was super easy for you. Again, if you have any questions, we'll go ahead and take a look and address those. Next up, we're going to be reaching out for access points, so get ready for those. Outside of that, once those are finished, you're going to be introduced to your client success manager and we are off and running again. We do fulfill in a 30 day period so it is really important we get past all these onboarding steps so we can go, go ahead and start a one. We'll see you soon.

PPC - Targeting

PPC - USP

Desired Cost Per Lead

PPC - Negative Keywords

Industry Terms Preference

PPC - Desired Lead Conversion

PPC - Destination URL

Destination URL or Landing Page

Primary Services

Ad Copy Preference

Styling Preference

Inspiration Websites

Name, Address, and Phone Number

Sitemap Preference

Content Link

Content Writing Preference

Primary Call to Action

Social Media Links

https://media.videoask.com/transcoded/1fb00d18-dd08-4078-a29c-3f02de7721fa/video.mp4?token=eyJhbGciOiJSUzI1NiIsInR5cCI6IkpXVCJ9.eyJtZWRpYV9pZCI6IjFmYjAwZDE4LWRkMDgtNDA3OC1hMjljLTNmMDJkZTc3MjFmYSIsImV4cCI6MTcxMzg5NjM5OX0.Q8NrzOkklG7Y0s2228lDnQEEMGmdhmzGn6-W2V0iqFGuHhocz69cFjKps-PjLRGcvFNY_VzUjq3PxtYOkKloqNOW5TP4Lc0JtKYa7eM1S5ybxHFxC325ZjH3Zzyyb0zaB-5Ga5e9bojukcG5BBrV9gf8ByL7_K8WMMB-eSOVdd49cOQt-ZuJ1Kc5i5hrFWSXx5nBKGbu7wPBFrUgXafKG--UZ9ATibuaGgFLR1Xnn8K7XGVPt2_b5tBZMbalweg5RSQWPUTRW6CpZjmITpTy_p8wfRMcY82KBxpPTocJDMeq-zxylCfy73Q6GdKHrU4P5StaRtuACTUJAuo0N-pyJnrNL1vw7tKnbnXlociqxmp0f9LoRk9AVYfJcKivp7rRQolfdLXYDTdWbtsMaDSWnYfxvSlcGA5w4s2zExCaJC_jk4P_9yHi4-WEWmANM0aY0Jj-U7AEQU1pNQ80LbHoYNHK7Nu10tkYq4wVAUKcNDqgvBSYpbbNwIzuMTLBefZH1BshaYTOEYoRbiSpmuD5yqjPijVxVfVm5iXlnSep25GuJajOtTZ9GCz0udF-Rpdvi6p39kXEl41mO6LK85wOjIABGPvWh28kqMH23NINi_F_lt_OmBtfm4nrOPbb3lpSeH-vEpjjRkyf6Jxt1jwlouerNYINbLGEXpyy-GKG6u0