A digital advertising agency runs launch calls with new clients through account managers and a specialist named Torrey. They use Google Drive templates and Zapier automations to set up Facebook ads, create Slack channels, and launch campaigns within five business days. The speaker monitors clients afterward via Slack to keep standards consistent.
Chapters
Let's talk a little bit about the fulfillment. Like, how does the work get done once the client gives you the card and it kind of— now it's like, okay, let's get to work to get that ROI as quickly as possible. They pay us, they onboard, we have a launch call, and in that launch call I have the account manager, and then I have Torrey, um, in that launch call, and he does our, our Facebook fulfillment. And we have everything in Google Drive, so they have a launch call template sheet, um, they have a whole you know, SOP on how to do the launch call. We set up their business manager and we do a couple things that we don't want to do later on automatically, um, through Zapier. When they sign the document, um, I mean, it creates the Slack channel, it creates a project in Teamwork, it does all these things. From the launch call to the time their Facebook ads go live, it's 5 business days. So like, I'm like out of it now, you know. I find myself in Slack kind of like still training them, like monitoring it, making sure that the standards are set, that they know what to do and how to do it.