1. Purpose and Scope
This SOP establishes guidelines for productive collaboration meetings between paid strategists and influencer strategists working on shared client accounts. These meetings ensure alignment between paid performance and influencer production, maximize campaign effectiveness, and maintain consistent client messaging across all touchpoints for performance influencer clients.
2. Meeting Frequency
Monthly sync: 30 minutes for performance updates, upcoming initiatives, brainstorming, etc.
Ad hoc meetings: As needed for urgent campaign pivots or launches
3. Pre-Meeting Requirements
Paid Strategist Preparation
Performance data from last period + relevant Motion reports
Top-performing influencer ads
Interest in extending usage for any ads? Check in one week prior to usage expiration
Underperforming influencer ads
Planning
Upcoming campaign/product focuses: where does paid social need influencer support for the upcoming months (Ensure both leads are planning out a minimum of 45-60 days in advance)
What are the paid campaign needs?
What stage of the funnel will these ads live in?
Any messaging call outs (promotions, CTA’s, new messaging, etc.)?
Any new target audiences they need creative support for?
Budget limitations - do we have enough media spend to support upcoming influencer content? Do we need to scale or pull back on # of assets? Use performance influencer calculator
influencer Strategist Preparation
Influencer pipeline status and timelines
Dates expected
Product focuses
Influencer niches
Content/messaging direction
4. Meeting Agenda
Performance Review
Paid strategist leads: Review key metrics
Focus areas:
Top 3 performing influencers and why they worked
Bottom 3 performing influencers and hypotheses for improvement
Platform-specific performance variations
Influencer Pipeline & Testing
Influencer strategist leads: Present upcoming influencer concepts with the why behind each
Discussion points:
Alignment with performance data insights
Testing methodology and success metrics
Pipeline timing
Strategic Alignment & Action Items
Joint discussion:
Upcoming campaign priorities
Budget planning
Influencer optimization opportunities
Resource needs and constraints
Client communication points
Assign ownership and deadlines for action items
5. Best Practices
Communication Guidelines
Come prepared with data, not just opinions
Lead with insights, follow with recommendations
Document all decisions and rationale
Maintain solution-oriented discussion
Respect each discipline's expertise
*anytime a shift in budget occurs for either strategist, team MUST communicate to eachother immediately!
Collaboration Principles
Shared accountability: Both strategists own campaign success
Data-informed creativity: Let performance guide influencer decisions
Iterative improvement: Continuous testing and learning
Client-first mindset: All decisions ladder up to client objectives