Sales Resources

Process Information

STEPS TO SALES & FULFILLMENT

Needs Assessment Meeting

Complete a Needs Assessment during your initial meeting to fact find and better understand the client’s goals. Not sure where to start? Here’s a list of questions to help!

Request or Build a Proposal

If your client’s needs fits one or more of the below, your proposal would work best in VISION:

  • $0-$60,000 annual budget potential
  • Primarily one area of focus/profit center
  • Primarily one target audience/geography
  • Doesn’t need insights/research
  • Can be focused by reach & frequency

Click here to get started in Vision

If your client’s needs fit one or more of the below, your proposal would work best with CLIENT EXPERIENCE:

  • $60,000+ annual budget potential
  • Multiple areas of focus/profit centers
  • Multiple target audiences
  • Needs creative storytelling & strong insights
  • Digitally savvy client with complex marketing needs

Click here to access an agency RFP in SWFT

Determine Campaign Elements

Determine what creative elements, GTM Containers, and other aspects are needed in order to run the campaign.

 

What is a GTM Container? >> Learn More or Click here for client facing GTM Container information.

Complete Sold order Form(s)

Please fill out the sold order form for your respective enterprise. If your market has onboarded into SWFT, please perform both your RFP requests and your Sold Orders in SWFT. If not yet in SWFT, please find links for your order forms below.

Portal Quick Links

SALES & FULFILLMENT QUICK LINKS

Needs Assessment

Capabilities Deck

Proposal Deck (for under $1k)

GTM Container Info

Media Plan / IO Sheet

Turnaround Times

Lee Announcements

Facebook & Instagram Down 10/4/2021

**This has been resolved**

Facebook and Instagram are currently down, impacting support for all paid and organic solutions on the platform. Our teams will continue to monitor and provide additional information as warranted.

Recently Added Week of 07/12

Grow My Revenue Podcast - Episode 6

Recently Added Week of 06/21

Grow My Revenue Podcast - Episode Three

Articles & Resources

Memorial Day Deadlines 2022

Memorial Day Deadlines 2022

Amplified Digital will be closed on Monday, May 30, in observance of Memorial Day. In order to ensure we can accommodate all client marketing needs, please adhere to the below time frames and requests. *Please note that monthly reporting will still be available during...

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Holiday Deadlines

Holiday Deadlines

The Holiday Season is upon us and we want all of our clients to receive the support they need during this busy time of year! Our offices will be closed on December 24 and December 31. Additionally, we will close at Noon on December 23 & December 30. In order to...

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TapClicks Updated Reporting Tools

TapClicks Updated Reporting Tools

*This blog is for internal use only and should not be shared outside of the organization* To ensure you have the most up to date resources at your fingertips, please bookmark and use this URL every time you need to access TapClicks. The navigation on the left will...

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Data Insights

Data Insights

*This blog is for internal use only and should not be shared outside of the organization* Did you know we sell Data Insights as a service?! If your client is looking to understand their clientele or the surrounding market, we can help. When your client is looking to...

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