Purpose: To give a high-level review of the client’s operations for Facebook ad and to offer marketing recommendations for the campaign plan.
Ideal Result:Â Your performance team is aware of the client’s business operations and target market.
Prerequisites or requirements:Â You need to make sure the client completed the onboarding questionnaire and the kick off conversation with you.
Why it matters:Â To accelerate the performance team’s understanding of the client’s business and enable them to begin planning the advertising campaign.
Where this is done:Â Google Docs and email are.
When to do this:Â Immediately following customer onboarding.
Who does this:Â The project or account manager.
How to Complete This Form
The client onboarding questionnaire and the onboarding call provided all of the data for this brief.
You should gain a thorough grasp of the client’s objectives, spending limits, and the scope of work necessary to carry out a fruitful campaign for them during the onboarding call.
The remainder of the campaign brief can then be completed with the help of the onboarding questionnaire, which should give you further information about the client’s operations, goods, and ongoing internet marketing initiatives.
Project Summary of Facebook Ad
TITLE OF PROJECT
DETAILS OF THE CLIENT
Company | |
Website | |
Responsible Party | |
Timezone | |
Contact No. | |
A NAME OF THE PROJECT (Goals, Biggest Challenges,, Target ROAS)
BUDGET
Amount | |
Notes |
AREA OF WORK
Work categories include lead generation, sales funnel marketing, creative work, auditing, and reporting. |
PERIOD OF PROJECT
PRODUCT INFORMATION Name
Name | |
What problem does it solve in its description? | |
Key Advantages | |
Pricing | |
USP |
MARKETING PAGES
Home Page | |
Landing Page | |
Sales Page | |
Social Media Page(s) |
POSSIBLE AUDIENCE
Persona 1
Name | |
Age | |
Gender | |
Education | |
What do they do? | |
Interests | |
Goals | |
Challenges |
Persona 2
Name | |
Age | |
Gender | |
Education | |
What do they do? | |
Interests | |
Goals | |
Challenges |
Persona 3
Name | |
Age | |
Gender | |
Education | |
What do they do? | |
Interests | |
Goals | |
Challenges |
COMPETITIVE ANALYSIS
Website, messaging, price, and USP of competitors |
Market-related goals
- Brand recognition and Reach
- Visitor volume
- Lead generation
- App installation
- Sales & conversions
TYPES OF AD TO BE USED
- Image
- a vide
- Â a poll
- Carousel
- Â Slideshow
- Collection
- Lead
- Dynamic
- Messenger
- Stories
Creative guidance
Number of advertising required, key message, and tone to use
