New Client Briefing – Coaching Step 1 of 2 50% Client InformationBusiness NameClient Contact First Last Mobile PhoneBusiness PhoneWhat method of contact is preferred?We generally begin with an email, and then move to a text message. Phone call is used if a need is immediate or is too complex for email or text. Tell us if you prefer something different.Campaign DatesIf you have specific campaign deadlines let us know that here.Facebook Page URL Website URL Landing Page Software LoginsPlease provide username and password access to any landing page software you use. If you use Wordpress, please provide your account manager with admin access so that he/she can build landing pages for your funnel. Please note, nothing will go live until client approval. Alternatively - you can provide access using LastpassEmail CRM Login DetailsPlease provide your account manager with access to your CRM email system such as Malchimp or Active Campaign so we can set up email sequences. Please note nothing will go live until client approval Alternatively - you can provide access using Lastpass Campaign InformationFacebook Ad Account ID #You can find your ad account ID under your ad account settings. It will be a long string of numbers. Simply paste the number in here. Overflow Marketing will request access to your Facebook Page and Ad Account as an advertiser. You will need to approve BOTH requests (we can walk you through this).Unique Selling PointWhy should prospects buy from you instead of from your competitors (or instead of taking no action)?Price OfferWhat pricing options do you use to entice new customers? Do you have discounts or entry level packaging?FunnelPlease provide links to existing funnels (if applicable) OffersPlease list out any offers or attention getters that can be used in campaigns (nothing will go live without your approval) What are your objectives and Ideal Cost Per Acqusition?Your CPA is the total cost you pay in ad spend to generate an average sale.Reporting FrequencyIs there a reporting schedule that works best for you? Please note, you will receive a weekly automated report of funnel health and a monthly overview of activities and the overall strategy and optimization from your account manager. Campaign BudgetHow much can you currently allocate to ad spend on a monthly basis?Target AudienceWho are the different types of people that buy your product/services? Please list out potential personas of your target customers, we will run through a market match testing round validating these individually. Countries TargetedWhich countries or regions can we target ads to?Key MessagesWhat are the key messages prospective clients need to understand before they will buy from you?TestimonialsIdeally provide us with all written and video testimonials for us to test in your funnel. Please add to your drive folder with images/screenshots and videos as applicable. Do you have previously generated audiences available?These can be audiences you've built within Facebook. These can also be lists of people who have purchased your product, your email list, a good sized audience on your Facebook page. etc.Key CompetitorsWho are key competitors in your market? Give both direct competitors and industry titans, whichever apply.Any No-No's with the brand we should be aware of?What things are "off-brand" for you or the audience you're looking to reach? Have you had any problems with other outside companies you felt didn't understand your brand? Please explain... Δ
