To make your onboarding seamless, please complete the following process below.
This will ensure we have everything we need to launch your campaigns efficiently and maximize results.
By completing our Onboarding process, you’ll provide us with key details about your business, marketing goals, and the services you need. This helps us create a customized strategy tailored to your brand.
Business Information – Name, website, industry, contact details.
Services Needed – Select from ads, social media, SEO, branding, etc.
Marketing Goals – Define objectives, target audience, and budget.
Granting Access
Meta Business Manager (Facebook/Instagram Ads)
Meta Ad Account & Pixel
Meta Pages (Facebook/ Instagram)
YouTube Page
LinkedIn Page
Google Ads
Google Analytics
Google Tag Manager
Google My Business
Google Search Console
Website Access: Wordpress/ Shopify
What we need manually from you (Please email the following):
CRM Access (HubSpot, GoHighLevel, etc.)
Email Marketing Platform (Klaviyo, Mailchimp, ActiveCampaign, etc.)
Payment Processor Analytics (If applicable)
Website Provider: (If not wordpress or shopify, must provide user & pw to appropriate platform)
Logo Files (PNG, JPG, SVG, AI) – High-resolution versions for ads and social media.
Brand Guidelines – Colors, fonts, and any design preferences.
Previous Marketing Creatives – Ads, videos, graphics, or anything we should reference. -
Product/Service Photos & Videos – High-quality media we can use for content.
Taglines & Key Messaging – Any slogans, brand statements, or must-use phrases.
Business & Marketing Overview – Recap of your business, audience, and goals.
Service Breakdown – Reviewing the services you selected and our action plan.
Account & Access Verification – Ensuring we have proper access to platforms (Meta, Google, CRM, Website, etc.).
Creative & Branding Discussion – Aligning on brand voice, content styles, and ad creatives.
Ad & Content Strategy – Outlining campaign structure, audience targeting, and key performance indicators (KPIs).
Next Steps & Timelines – Setting up expectations, deliverables, and reporting schedules.
🔍 Discovery & Strategy
Before we launch any campaign, we take the time to
deeply understand your business, market, and goals.
This Discovery & Strategy phase ensures that every move we make is backed by data, research, and a clear roadmap for success.
🔹 Our 4-Step Discovery & Strategy Process
Step 1: Business Deep Dive: We analyze your brand, competitors, and industry to uncover growth opportunities.
Step 2: Target Audience Research: We define your ideal customer, their pain points, and what motivates them to take action.
Step 3: Marketing Audit & Positioning: We review past marketing efforts, website performance, and refine your messaging & offers.
Step 4: Strategy Blueprint & Game Plan: We develop a customized marketing strategy, outlining the best channels, tactics, and KPIs to drive results.
Understand your brand, mission, and unique selling points (USPs).
Analyze competitors to identify strengths, weaknesses, and opportunities.
Research industry trends to position your business for success.
Target Audience Research
Define your ideal customer (demographics, interests, behaviors).
Identify customer pain points and buying triggers.
Develop messaging that resonates and drives engagement.
Review past marketing efforts (ads, social media, SEO, email, etc.).
Assess website performance, conversion rates, and sales funnels.
Refine brand messaging to ensure consistency and clarity.
Outline the best marketing channels (ads, content, social, SEO).
Set key performance indicators (KPIs) to measure success.
Develop a phased execution plan to launch and scale effectively.
Focused on scaling success, we explore new opportunities for growth while fostering a long-term partnership that evolves with your business needs.
Identify content themes and messaging based on your brand and audience.
Develop a content calendar to ensure consistency and engagement.
Align content with marketing goals (brand awareness, lead generation, sales, etc.).
Creative Asset Development
Design eye-catching graphics, videos, and animations for ads and social media.
Write compelling copy that converts, from ad headlines to social captions.
Optimize content for each platform (Instagram, Facebook, TikTok, LinkedIn, YouTube, etc.).
Shoot and edit high-quality video reels, product shots, and branded visuals.
Apply motion graphics, transitions, and subtitles to enhance engagement.
Test different creative variations to see what resonates best with your audience.
Improve site speed, SEO, and mobile responsiveness for a seamless user experience.
Optimize landing pages, calls-to-action, and conversion paths to maximize leads and sales.
Ensure brand consistency across the website, ads, and marketing materials.
We launch and manage comprehensive marketing campaigns across multiple platforms, ensuring consistent communication and brand promotion.
Paid Ads Launch
Social Media Management
Ongoing SEO
Cold Outreach Campaigns
Reactivation: Email & Text
Launch ad campaigns, schedule social media content, and implement SEO strategies.
Ensure proper tracking with pixels, UTM parameters, and conversion monitoring.
Set initial benchmarks and key performance indicators (KPIs).
Daily & Weekly Monitoring
Analyze real-time data and engagement metrics to track performance.
Identify trends, audience behaviors, and content that’s driving results.
Flag any underperforming campaigns for optimization.
A/B test creatives, audiences, and messaging to improve conversions.
Adjust ad budgets and bidding strategies based on performance.
Scale winning campaigns while eliminating wasted ad spend.
Provide weekly or monthly performance reports with clear insights.
Conduct strategy check-ins and adapt to new opportunities.
Keep communication open so you’re always in the loop.
Once your campaigns are running successfully, we shift our focus to scaling your results and unlocking new opportunities
for even greater growth.
This phase ensures your brand stays ahead of the competition and continues to thrive long-term.
Step 1: Scaling Winning Campaigns
Step 2: Diversifying Marketing Channels
Step 3: Offer Optimization & Revenue Expansion
Step 4: Data-Driven Decision Making
Increase ad budgets on high-performing campaigns to maximize ROI.
Expand successful targeting segments and lookalike audiences.
Introduce retargeting strategies to re-engage warm leads.
Diversifying Marketing Channels
Explore additional platforms (TikTok Ads, LinkedIn Ads, YouTube, etc.).
Expand organic growth efforts through SEO, influencer collaborations, and content marketing.
Launch email marketing automation for long-term audience engagement.
A/B test pricing models, bundling, and promotions to maximize conversions.
Introduce upsells, cross-sells, and membership/subscription offers.
Enhance perceived value with branding upgrades and credibility boosters.
Regular performance reviews and deep-dive analytics.
Adjust strategies based on seasonality, market trends, and consumer behavior.
Implement AI-driven and automation tools to enhance efficiency and scale.