Standardized INFLUENCER AM Client Kickoff Process
(Asana will also deploy a kickoff checklist to the AM)
*Strategist 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
Account Manager schedules :30 Internal kickoff with INF account team + sales lead to get download on account. Team expected to review written materials prior to internal kickoff
Note: for cross-channel accounts, internal kickoff will cover all channels.
AM will create the Client Drive folder
DAY 1: Client Intro Email
Account Manager sends Intro Email to client with survey and kickoff call times
Hold 2-3 times on team’s calendars (1 hour)
Meeting title: [Client Name] x PDM Kickoff
For survey, go to Typeform, make a copy of Influencer Template & customize. Hyperlink survey in kickoff email note
Ask for Typeform completion at least 2 days before kickoff call
Note: for cross-channel accounts, connect with other channels to determine if they have standard Q’s to add (Creative and PR have templates)
WEEK 1: Client Kickoff Call
Make a copy of Master Kickoff Deck and customize
Should include a slide on brand goals (pull from Typeform survey responses)
Tip: search recent Influencer kickoff decks to replicate
Account Manager leads call with deck & screen share
Delegate Influencer strategist or support to take notes
Kickoff follow-up email - template below
Collect info we didn’t get from survey/kickoff call
Send times for biweekly meeting
Send times for Influencer Strategy presentation
WEEK 1: Post Kickoff Internal Sync (week of)
AM Schedule Internal Huddle (30 mins) on follow-up questions & next steps
AM tasks out Influencer List, Strategy and Creative Brief in Asana
MONTH 1: Influencer Strategy + List Building
Inf team works on strategy + lists
Upon completion, AM reviews and approves to send to client
Optional: biweekly internal tbs with account team to pace on progress
EO MONTH 1: Influencer Strategy Client Review
Client call
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
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.
Client Intro Email Template:
Hi team,
Great to e-meet you! I wanted to introduce myself as I will be your Account Manager and main POC at Power Digital. We are all extremely excited to work with you and the X team!
To launch each campaign, we start with a kick-off call to introduce our teams and ensure we're all aligned on the go-forward plan and set up our month one planning for success. Please let me know which of the below times work best for you and who from your team we should include:
Tuesday, July 7 at 11 a.m.
Wednesday, July 8 at 2 p.m.
Additionally, to make the best use of your time on our kick-off call, we put together a survey to ensure we have everything we need to get started. We’ll use your responses to guide our kickoff call and dive deeper into anything that needs clarification. We ask that you complete the Kickoff Survey by XXX (best practice, 2+ days after it’s sent and 2 days before kickoff call).
Looking forward to working with you!
Best,
x
Kickoff Follow-up Email Template:
Hi team,
It was great speaking with you today! We loved learning more about [brand] and can’t wait to officially get started. Below, please find a list of next steps following our kick-off call.
We’ve also included availability for our bi-weekly calls beginning the week of xx - please let us know what works best on your end. Happy to send through additional times if needed! :)
We’re always available to hop on the phone for a quick call to answer any questions as well. Thank you!
Availability:
Monday, September 14th
2:00 pm - 3:00 pm EST
Wednesday, September 16th
12:00 pm - 1:00 pm EST
2:00 pm - 4:00 pm EST
Thursday, September 17th
2:00 pm - 4:00 pm EST
Lupii Action Items
Share list of media friendlies, by EOW
Send product to team for sampling, as available
PDM Action Items
Share Status Grid, by 9/14
Compile Brand Press Kit, by EOM
Share media sample request log, by EOW
Create and share Slack channel, by EOW
All the best,