Social Media Marketing Resources

Client Meeting

Client Meeting Outline

New Client Meeting Role Play

Existing Client Meeting Role Play

Digital Showcase Presentation


Client Resources

Client Onboarding Process

Social Media Marketing Ad (Client Facing)

Social Media Marketing in the Customer Portal

Digital Ad Specifications


Outreach Examples

Outreach Cadence

Cold Call Script

Client Outreach Emails - Gordon’s Example

Cancellation Request Example / Template

Client Outreach Renewal Email Template

Athena’s Digital Outreach Template Example


Lunch & Learn

Lunch & Learn - Follow Up Email Example

Lunch & Learn - Punchbowl Invite Example

Lunch & Learn - Punchbowl Invite Example 2

Misty & Tara Lunch & Learn Walkthrough Training

How to use the Lunch and Learn Canva Slide Template

Lunch and Learn Slide Template

Lunch and Learn Slide Talking Points

Lunch and Learn Tips


Case Studies

Admiral Custom Homes Case Study

Aiken Medical Aesthetics Case Study

Back Bay Builders Case Study

Burke Fitness Case Study

KC Health Solutions Case Study

McRae Medical Laser Case Study

Oakhill Day School Case Study

Proud to Smile Dentistry Case Study

Reineke Family Dealerships Case Study

Rhumba Lounge Case Study

Ryan Lehrman Senior Mortgage Banker Case Study

Soto’s Cantina Case Study

Sterling Staging & Design Case Study

Uncommon Threads Jewelry Case Study

Wolterman Law Office Case Study


Other

Understanding Key Terms

Social Media Marketing Cheat Sheet 

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