Social Media Marketing Deals: Client Onboarding Process

This onboarding process applies only to clients who have purchased social media marketing as part of their advertising agreement. Please follow the steps below to ensure timely, effective campaign launches.

Step 1: Deal Confirmation

Once your client signs a social media marketing deal:

The deal is automatically added to the Social Media Marketing Deals Report.
Immediately upon signing, your client will automatically receive a welcome email to:
1. Officially welcome your client
2. Initiate the onboarding process via a link to their onboarding form

The onboarding form can also be accessed from their customer portal under the “Social Media” tab.

Step 2: Begin Onboarding

Your client has received a welcome email providing them with a link to their Onboarding Form, where they can share:

Campaign goals
Target audience
Creative assets (if available)
Logo

For a more concierge-style experience, clients can choose to have us gather creative assets from their existing print ads, website, or social media channels.

Ad Destination Options:

Client Website: Requires Meta Business Manager partnership setup.
Digital Directory Listing: Includes a pop-up CTA to drive users to the website. No Meta partnership required.

Timeline Expectation:

We request form submission within 5 business days.
If not received, we will move forward by sourcing content from existing client materials to meet deadlines.

Step 3: Ad Creative Development

Once onboarding form is complete OR 5 business days have passed:

The Social Media Marketing Team will create three custom ad creatives within 2–4 business days. These creatives will come to the client via their Customer Portal.
These ads will be designed to run in a rotating 3-month cycle (one new ad per 30 days)
While campaigns run for 12 months, we use quarterly refreshes to align with seasonal trends and maintain engagement

Step 4: The Approval Process

Clients will have 5 days to review and approve their ads within their customer portal.

Approved Creatives: Campaign goes live within 1 to 2 business days.
Revision Requests: Edits will be made within 2 to 4 business days, followed by campaign launch.
No Response: If no feedback is received by the end of the review period, ads will be auto-approved and launched to stay on schedule.

Goal: Campaigns go live within 2 weeks of deal signing.

Step 5: Campaign Goes Live

Once the campaign launches, clients will receive an email with:

ARC Customer Portal login details to access campaign performance reports
Confirmation that their card has been charged, establishing the recurring billing date

Step 6: Campaign Refresh

30 days before the next cycle begins, clients will receive a Campaign Refresh Form to:

Submit new assets
Update goals or messaging

If no updates are submitted:

Our team will use the most recent assets and messaging
We will create lightly refreshed ads for approval
The next cycle goes live on the client’s billing date

Client Onboarding Video: https://app.guidde.com/share/playbooks/rEav2y6xmWSmwPAtUPMpT3?origin=syEUMF2QgCMIfJrIwzIYSFIiVpE3