Full Solution Bundles - Fulfillment

Owned by Reina Underwood
Last updated: Feb 23, 2023
4 min read

Full Solution Bundles (FSB) offer everything our clients need to get started with marketing their businesses online. Each of our two bundles includes a website package with ADA compliance technology, as well our top three digital marketing services (AEM, SEO, SEM), to direct traffic to the clients' websites. Instead of paying for individual services, clients who subscribe to our Full Solution Bundles benefit from saving 17% to 28% off a la carte prices.

  • Oh no! We can’t start on the month we started charging the clients!

    • per.dahleen@leadventure.com

    • Give reason and expected start date.

  • I don’t understand this order.

    • ronnie.coulam@leadventure.com

    • Ask for clarification on what his team member sold.

  • The CRM looks broken or the order didn’t come in as expected.

    • chris.holst@leadventure.com

    • Explain the issue and where you saw / didn’t see it.

List of clients with FSB

Current Offerings

Packages

DS FSB Essentials

DS FSB Premium

Packages

DS FSB Essentials

DS FSB Premium

Price

$1,999

$2,799

If purchased individually

$2,396

$3,887

Website package

Gold

Platinum

Website tech support

Standard

Pro

AEM

Gold

Platinum

SEO

Gold

Platinum

Reputation management

Pick Option

Included

SEM - Facebook

Pick Option

Included

SEM - Google

Pick Option

Included

Client services

Standard

Standard

How does a sale come through?

New sales and conversions will come through both of our CRM venues:

DigMS Order Onboarding (New Sales)

DigMS Open Tasks (Conversions)

How will I know a sale was a FSB sale?

There are two SKUs that will be appear in each FSB sale, depending on the type of bundle:

Discount SKU - 6793 Essentials Discount

Discount SKU - 6794 Premium Discount

How will they appear on the planner?

Account

Package

Effective Date

Account

Package

Effective Date

Essentials Powersports

(FSB) SEO Gold

3/1

Platinum Powersports

(FSB) AEM Platinum

3/1

  1. It is important that we identify items that are part of the FSB. Put (FSB) in front of every package that is part of this sales order.

  2. The effective date of all FSB sold during the current month will be the first of the next month, and you should put these sales on the appropriate month’s tab.
    (Example: Today is February 15. FSB has been sold. The start date for this client for all Digital Marketing services will be March 1. Put the new sale info in the March tab.)

How will they appear on the First Month Task board?

Please create a card as you would for new sales and use the purple Full Solution Bundle tag.

When will they go live, and when do we bill?

  • The billing team will begin billing the client for all services, including ad spends, on the 1st of the month, regardless of when the project service is set live.

  • The fulfillment team will prioritize setting up FSB services and set them live as soon as possible, but no earlier than the first of the month they are supposed to start.

  • The fulfillment team member responsible for setting projects live will fill out the Actual Start Date field and set the Status Reason to Live, then save and close the project service per the usual protocol.

What is required for an account to go live?

A Full Solution Bundle will be set up like a normal digital marketing service, but they will be prioritized by the fulfillment team so that service dates align with billing dates. Therefore, the following requirements must be completed before these services can go live:

All services

Client website is live.
Intake by the CS team.
Initial setup by Juniper team on the First Month Tasks board.

SEO

Google Search Console (GSC) Setup (All Packages) 
GA + GSC Linked (NOTE: Please make sure the correct version of the website (Http/ https) Is linked) (All Packages) 
Create & Fully Setup SEOMonitor Account (All Packages) | Est Time: 20 mins
Trello cards created in SEO Work & QA board & Dealer Spike SEO Content Staging board ** (All Packages) 
Add Google Business Profile Data Source (Gold & Platinum)
Add card to the Spam Link Monitoring Board 
Generate, Check, and Submit Sitemap 
Add Global CSS To Back End of Website
Inline Editor Enabled
Enable Blog (All Packages) 
Google Search Console (GSC) Setup (All Packages)
GA + GSC Linked (NOTE: Please make sure the correct version of the website (Http/ https) Is linked) (All Packages)
Purchase SEO Content Component & Add component instance for featured banners/pagefooters (All Packages)
Add SEO Content Component to Rows/Layouts (All Packages)
Create & Fully Setup SEOMonitor Account (All Packages)
Trello cards created in ARI Work & QA board & ARI SEO Content Staging board (All Packages)
Create a card on the Spam Link Monitoring Board
Add Google Business Profile Data Source (Gold & Platinum)

AEM

CNAMEs added to DNS records
Complete email list
‘From’ email address for emails
Email approvals

 

SEM

Facebook - Facebook access
Create a google ads account then link the account to Fluency.
Add blueprint tags to the account.
Polling source is created using the DS/ARI feed.
Once the feed has been resolved, the account is launched.
Organize the Google Ads account.
Add relevant keywords.
Edit ads make sure they are leading to the correct landing page.
Audiences, locations, and assets are added.
Edit all conversions imported to the account.
Make sure conversions imported are correct.
Request Location extension.
Set budget and goals.
Enter billing information to set the account live.
Make sure client has a ninja cat account.

But what if we aren’t able to set the project service live by the Contracted Start Date?

This is a concern, but we have been able to realistically set project services live within 30 - 40 days of a sale. We understand that certain issues, such as Facebook access, could delay the process. However, the Client Success team will be trained to handle these situations, including how to issue ad spend credits should this become necessary.