STAFF NOTES & PROCEDURES
Important Links
Welcome / New Client Link: www.TheZionEffect.com/welcome
Text Training Video / Templates: www.TheZionEffect.com/text
Payment Update Form: www.TheZionEffect.com/payment
Text Training Video / Templates: www.TheZionEffect.com/text
Payment Update Form: www.TheZionEffect.com/payment
Zion Policies and Procedures
Client Performance
I want to ensure every clients is being kept up with. ALL communication with any client must be documented in summary in todo cloud comments. If durning conversation you agree to give an update or follow up please set that date in the client project. For example if you are having a performance call with a client and you tell them that you will check on their ads again or that you will give an update on a project please add that date in the project to remind your self. Also note this in the comments so anyone looking at the project due has context.
Each client should have a performance goal based off of the campaign type. Example: Client running a $14.95 Oil Change should receive at least 14 per week average. We need to go into every clients campaigns and ensure they are meeting their standards. If not please email the clients with your suggestion. Once changed please set a todo cloud [Due Date] for 7 days to check. I will send a Lead Average Expectations list shortly.
Each client will have different goals & expectations. It is VITAL that we are performing for our clients. They will leave if we are not performing.
Lead Expectations
Free Birthday - 7 Lead per week
$14.95 or lower - 14 Leads per week
$19.95 or higher - 7 Leads per week
Competitor Ads - 3 Leads per week
Page Like Campaigns - 14 Page Likes
PRIVATE CLIENTS - Please follow up with Kyle on goals!
I want to ensure every clients is being kept up with. ALL communication with any client must be documented in summary in todo cloud comments. If durning conversation you agree to give an update or follow up please set that date in the client project. For example if you are having a performance call with a client and you tell them that you will check on their ads again or that you will give an update on a project please add that date in the project to remind your self. Also note this in the comments so anyone looking at the project due has context.
Each client should have a performance goal based off of the campaign type. Example: Client running a $14.95 Oil Change should receive at least 14 per week average. We need to go into every clients campaigns and ensure they are meeting their standards. If not please email the clients with your suggestion. Once changed please set a todo cloud [Due Date] for 7 days to check. I will send a Lead Average Expectations list shortly.
Each client will have different goals & expectations. It is VITAL that we are performing for our clients. They will leave if we are not performing.
Lead Expectations
Free Birthday - 7 Lead per week
$14.95 or lower - 14 Leads per week
$19.95 or higher - 7 Leads per week
Competitor Ads - 3 Leads per week
Page Like Campaigns - 14 Page Likes
PRIVATE CLIENTS - Please follow up with Kyle on goals!
Cancelation Procedures
In the event that a client would like to leave our services, please follow the following steps.
Email Template:
Hey NAME, we hate to hear you want to leave us! We work hard to ensure all of our clients are happy and hate to hear that you are not satisfied. We will be ending service on DATE as stated on your service agreement. I will need to get you set up on a call with Kyle so he can go over the cancelation process to walk through giving you specific access to past work! When are you available for that call?
In the event that a client would like to leave our services, please follow the following steps.
- Once client notifies us the [Executive Director] shall email the client confirming they will be finishing out their written service agreement. Email Template will be written below.
- In the same email the [Executive Director] shall inform the client that we will need to set up a “End of Service” call to go over important steps to finalize the account.
- Once Kyle has the call, he will inform Zion staff on how to move forward and if he was able to save the client or not.
- If client decides not to move forward please complete the service term. Once service term is completed please remove client from all Zion accounts such as Facebook Business Manager, Social Report, Simple Texting and such.
- Once all has been disconnected [Executive Director] will send a email confirming all has been disconnected and will thank the client for the time they spent with us!
Email Template:
Hey NAME, we hate to hear you want to leave us! We work hard to ensure all of our clients are happy and hate to hear that you are not satisfied. We will be ending service on DATE as stated on your service agreement. I will need to get you set up on a call with Kyle so he can go over the cancelation process to walk through giving you specific access to past work! When are you available for that call?
Scheduling / Filming Procedures
If a client is unable to make it to our scheduled filming we shall follow the following.
1. Ask if they will be coming to Houston anytime soon. We can easily get them scheduled
2. Kinda ask if they would be willing to cover the cost of our videographer to come in. If multiple need to reschedule then divid the cost.
3. If they decline please kindly inform them that they can wait till the next shoot and they will not have any personal content until then.
Email Template:
Hey NAME, I am sorry you are not able to make the coming shoot. Are you coming to Houston by chance anytime soon? If so you can stop by our studio and film then. If not, we would be more than happy to send our videographer back out. We would ask if there would be any way for you to cover the cost of $300. This would cover the extra expense. If you are ok with this we will go ahead and get you scheduled! Please let me know!
If a client is unable to make it to our scheduled filming we shall follow the following.
1. Ask if they will be coming to Houston anytime soon. We can easily get them scheduled
2. Kinda ask if they would be willing to cover the cost of our videographer to come in. If multiple need to reschedule then divid the cost.
3. If they decline please kindly inform them that they can wait till the next shoot and they will not have any personal content until then.
Email Template:
Hey NAME, I am sorry you are not able to make the coming shoot. Are you coming to Houston by chance anytime soon? If so you can stop by our studio and film then. If not, we would be more than happy to send our videographer back out. We would ask if there would be any way for you to cover the cost of $300. This would cover the extra expense. If you are ok with this we will go ahead and get you scheduled! Please let me know!