SOP 123: Create a Facebook Ads strategy proposal deck
By the end of this SOP, you will be able to propose a campaign strategy for the client (along with analysis, deliverables, and timeline) that will help them achieve their business goals.
Last Updated / Reviewed: 07/18/2024
Execution Time: 5-14 Days
🚀 Goal: To propose a campaign strategy for the client to help them achieve their business goals.
🤞 Ideal Outcome: The client approves the strategy before the performance team executes the campaign
🤔 Why this is important: To make sure both the client and the performance team are aligned on the campaign execution and to avoid future misunderstandings.
🧐 Where this is done Google Slide.
🗓️ When this is done: After the kickoff call with the client.
👨 Who does this: The account manager or performance team lead.
__⚠️Prerequisites or requirements: __You should have completed the kickoff call with the client and understand their business.
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Environment Setup
Make a copy of this Template 038: Ads Campaign Strategy Proposal for Client (web version) before you start creating the proposal.
The following describes how you should approach each section of the campaign proposal.
Executive Summary
On this slide you will want to describe a summary of the issues / opportunities your team found on the client’s website, ad account, or competitors.
Use these SOPs to perform the required analysis:
SOP 087: Reverse engineer your competitor's Facebook Ads Strategy (web version): How to reverse engineer competitor’s Facebook Ads strategy
SOP 124: Audit a Facebook Ads Account (web version): How to audit Facebook ad account.
Analysis
Present your findings as succinctly as possible. What were the issues and why are they important to address?
Present a realistic solution and why it may work.
Strategy
Describe the high-level campaign strategy.
Create a Template 028: Funnel Designer Tool (web version) that you can present to your client.
Include a screenshot of the strategy for the client to visualize the strategy.
Goals
Reiterate the goals the client described during the kickoff call and explain how that translates to measurable goals for the ad campaign.
Ideally, you want to propose specific goals that are measurable, achievable, relevant, and time-bound.
Deliverables
Provide clarity on what are exact deliverables the client can expect from your team.
Deliverables might include:
- Project Planning and Management — How will your team plan and manage the project with the client
- Analytics Setup — Which tracking codes will your team set up and for which platform.
- Landing Page Creation — What landing page(s) will your team create.
- Creatives — How will your team create / collaborate with the client to produce high quality ad creatives.
- Campaign Management — How will your team manage the ad campaign to produce results
- Reporting — How frequent will your team report ad campaign results for the client and in what format.
Timeline
Propose a realistic timeline for the deliverables and expected results.
Make sure the client understands key milestones and deliverables needed from them.
Wrap up
Get the final approval from the client on the campaign strategy before your team starts the execution.