Project template for the office
Lead ads campaign template with every task dated from the day you start
A four-week paid campaign: the offer, the creative, the form, the routing, the daily numbers.
- 3 sections
- 13 tasks
- Opens as a list
- Dated from day 1
Lead ads campaign
Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.
Prepare
- The offer: what is worth a phone number?Day 1HighA free review, a guide, a calculator, a seminar seat.
- Audience and budgetDay 2
- Three creatives written and designedDay 5
- The form, with only the fields you will useDay 5
- Routing tested end to endDay 6Urgent
Run
- LaunchDay 8High
- Daily numbers: spend, leads, cost per lead, replies, appointmentsEvery workday 9:00
- Day 3: pause the weakest creativeDay 11
- Week 2: new creative to replace itDay 15
- Week 3: check lead quality with the advisorsDay 22
Close
- End the campaignDay 36
- Report: cost per lead, cost per appointment, cases from itDay 39High
- Decide: repeat, change, or stopDay 41
About this template
Paid leads are only as good as the offer and the follow-up. This project runs one campaign for four weeks: an offer worth a phone number, three creatives, the form, the routing, and a daily look at cost per lead and cost per appointment.
Tips from the template
- Set up lead routing first (there is a template) or the leads will leak.
- Check the numbers daily. A creative that has not paid for itself after three days gets switched off.
- Judge the campaign by appointments booked. Leads alone prove nothing.
How to use it in ActivityTracker
- 1Open Tasks and choose Templates.
- 2Find Lead ads campaign and open it. You see every section and task before anything is added.
- 3Pick the day you start, or the day it has to be done by. Every date moves with it.
- 4Press Use template. Rename the project, then work down the list.
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4 sections, 14 tasksCommissions, expenses, submissions and persistency reconciled in the first three working days.
3 sections, 9 tasks
Questions
Run it with the dates filled in.
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