New Deliverable Milestones (All Services Template)

This template is a new. The template is created to support chronological hand-offs, current use of the new Hubspot CRM and the future transition to Monday.com project management tool.

Meta Creative Request (CSM assigns to Creative PM)

Notes
Service 1 Creative

Platform -
Service -
Special - $
Reference Site
Facebook Page:
Competitors:
Notes, etc:


Service 2 Creative

Platform -
Service -
Special - $
Reference Site
Facebook Page:
Competitors:
Notes, etc:



Service 3 Creative
Platform -
Service -
Special - $
Reference Site
Facebook Page:
Competitors:
Notes, etc:



Service 4 Creative

Platform -
Service -
Special - $
Reference Site
Facebook Page:
Competitors:
Notes, etc:


 


--- CSM Pre-approval Checklist before Handing off to Ads Manager ---
VIDEO Example on Improving Creatives for Final Approval
1. Promo is correct & *Focus on the most crucial pain points (i.e., "body contour" v. "reduce cellulite.")
2. Correct creatives & device/treatment
3. Grammar: no redundancies, active voice *Don't use the word "eliminate" b/c it triggers the data engines
4. No body parts are cut off or too close-up (Meta doesn't like POV images)
5. 20% text rule (less is more)
6. No borders
7. 3 of each size sills [1080x1080, 1920x1080, 1080x1920] & 2 videos of each IG size [square & vertical]
8. Ad Copy is correct
9. Once approved
*if the task is clean* rename the task as 'Approved Meta Ad Creatives' and assign to Hector & Shane
*if the task is not clean enough* we need to drop the approved creatives in a new task named ‘Approved Meta Ad Creatives’ and assign it to Hector. Hector will notify Shane when everything is ready.