Digital Marketing Confidence Boost

Before DOT & Company worked with Mags, she wasn’t confident speaking to clients about their results. Digital Marketing is ever-evolving, so it’s important to keep up to date! We developed an understanding of KPIs and metrics with the use of DOTs glossary.

Meet Matt.

Matt is the Co-Founder of Shed Social, he hired DOT & Co. to train Mags in all things Client Account Management.

Co-founder

Shed Social

Background

Before working with DOT & Co.:

From Mags | Client Account Manager:

Please tell us the areas of Client Account Management that you want us to help you with the most?

1. I want to be able to set up Asana so it works seamlessly for the Founders, so they can see what they need to see & for my colleagues so they can see tasks and deadlines clearly.

& I want to be able to see all of that information clearly so I don't spend time unnecessarily worrying if we're hitting deadlines, double-checking that my colleagues haven't forgotten to do something for a client.

In my role, it's important for our professionalism to shine through to our clients.

2. FB Ads - I have imposter syndrome!

Quite simply I can talk a good talk because I have 25yrs experience working in media, and radio with very basic digital media knowledge.

I joined SHED 4 weeks before the pandemic hit, I can talk about TOF, MOF, and BOF, I can talk about testing target audiences/ad copy/creatives, and I can ask for access to a clients’ FB business manager. I get lost when we have an ECom client and Shopify questions, I get lost even more when they have a bespoke site and don't use Shopify - so what I really want is a back-to-basics approach to FB ads, not necessarily showing me how to build FB ads, but showing me how to find everything in Ads Manager that we need as an agency in order to work with either a;

1. Lead Gen Client

2. ECom Client (with & without shopify)

The Journey

Objective #1: Build out Asana

KEY RESULT: Build processes and flows within Asana for daily tasks, task delegation, onboarding systems, and campaign management
TO DOS: 

• Set-up Ecomm and lead gen client templates

• Create in-depth tasks, adding granularity for team members

• Set up timelines and dashboards for ease

Objective #2: Facebook Ads Knowledge

KEY RESULT: Go through CAM School modules and the provided resources to start to build knowledge and confidence in Facebook Advertising
TO DOS: 

• Finish CAM School

• 1v1 walkthroughs of Facebook, Reporting, and CAM processes

• Build confidence in Client Comms and beat that Imposter Syndrome 

• Test your knowledge

Objective #3: Build a streamlined SOP

KEY RESULT: With gaining knowledge, it’s important to document so you can easily refer back to learnings.
TO DOS: 

• Start SOP at the beginning of this training

• Build out a Facebook knowledge base that you can refer to, with email templates, reporting metrics, and communication flows

• Present it to the team for the value add

Over 3 months, the main focus was building out Asana in a way that made sense for the team. Utilizing our DOT templates, we walked through the exact SOP of the onboarding and campaign management system and broke out tasks clearly and granularly.

We also focused on task management and delegation. Being a small team, SHED Social had blended roles, and it was easy for things to slip through the cracks as the team was wearing so many hats. Discussing the CAM role in depth allowed the team to segment their task delegation to utilize strengths and develop strategies to project manage clients’ success. 

We also needed to focus on Facebook knowledge and communication. Building confidence to get past imposter syndrome! We developed DOTs Reporting Guide in a way that made sense to be able to speak to SHED’s specific clients. As well as developing meeting scripts. 

The Result + CTA

• Utilized the DOT template for onboarding and offboarding clients in Asana. Campaign Management tasks were delegated and templated across clients for a full project management system.
  Digital Marketing is ever-evolving, so it’s important to keep up to date! Developed an understanding of KPIs and metrics with the use of DOTs glossary. Reporting Guide and Meeting script developed with DOT templates. 

• SOP should be an evergreen process. It was developed so we can crush those processes and really refine how things look. SOP was developed for a segment of the business, and templated to be expanded upon throughout the biz. 

  • Video Production SOP complete

  • Facebook Agency SOP template developed

• The discussion about roles was instrumental in our growth in this training! We saw tremendous growth in confidence in Mags, and we are so exceptionally proud. 

Join our Training Program to crush your OKRs by utilizing our templates.  Email us to start the conversation.