Process Owner: Ashley LaBrune
Last Updated: September 2024
SOP Linked: HERE
Standardized INFLUENCER STRATEGIST Client Kickoff Process
(Applies to cross-channel and influencer-only accounts)
*Account Manager Kickoff Process Linked HERE*
DAY 0: Deal Deployment
Sales Lead posts deal in New Client Deployment Slack channel with proposal, client contact info, team etc.
DAY 0: Internal Kickoff
AM schedules internal kick off with account team + sales lead to get download on account. Team expected to review written materials prior to internal kickoff and come prepared with questions
Influencer lead to send AM any Typeform questions to be added to the welcome survey
Influencer lead will build out the influencer folder in the client drive once AM creates the client folder
WEEK 1: Client Kickoff Call
Customize the influencer workshop portion of Master Kickoff Deck
Tip: search recent Influencer kickoff decks to replicate
Influencer lead to walk through the influencer exercise on the kickoff call and dive deeper into any questions
WEEK 1: Post Kickoff Internal Sync
AM Schedules internal huddle with account team to discuss follow-up questions & next steps
Influencer lead confirms monthly ad spend with client and adds to the tracker here
Influencer lead creates an internal Roles & Responsibilities sheet (if 2+ are on the account)
MONTH 1: Influencer Strategy + List Building
Strategist finalizes influencer strategy 2 weeks after kickoff
AM to schedule Strategy presentation
AM/Influencer lead to tag team presentation
If approved, move forward with list building and creative brief
Influencer lead to complete influencer list and send to client by end of week 3
Team may have an external (client facing) list and internal list
Influencer lead to complete creative brief and send to client by end of week 3
Other internal processes include:
Ongoing: Biweekly Internal Account Sync
Use internal sync to discuss challenges, pacing to goal etc.
Establishing Expectations:
Client Involvement
Common practice is for clients to approve influencer lists, creative briefs, strategy and drafted content before it goes live
Suggestion: client can review list/briefs/content for the first month, then can hand over process to PDM if approved on their end
Clients are not to be involved in the negotiation process or have eyes on budget allocations per influencer
Exceptions can be made for clients who insist on knowing the rates per influencer, however, it is included in our contract that those terms will remain confidential
Kickoff Workflow Timeline
Month 1 is a build phase. Client can expect coverage to start going live Month 2/Month 3.
Strategy Shifts
Given the timeline and workflow of campaign ideation, clients should give atleast 1 month notice on upcoming campaign requests to ensure time for production of creative briefs, influencer lists, etc.