Sample of Discovery Call Follow Up Summary email
Send the following after your Discovery call with client
Choose one:
Edit & send the following if the client has an existing ads account:
Hi [client],
Thank you for speaking with me about your business. I'll be able to create a unique campaign that stands out from your competition.
I've sent a link request email. Once you accept, we can start creating your ads.
For your first campaign, we'll focus on [service]. Your schedule and budget to start will be [schedule], at [budget]. You offer a [special] and free estimates. Your ads will run in [locations]. Your ads will target [optional: what most of people call the client for]. The ads will mention you do [feature] and [feature]. You offer [feature] and [feature]. You're [description about business] and have [benefit].
After I create your ads, I will send you text previews and your Call Rail tracking number login information. Your ads will go through a review process by Big West and Google. Once approved, they'll go live.
Thank you for choosing Big West to manage your Google Ads. Let me know if you need any help or have any questions.
Send this email and Ads account link request at the same time.
Edit & send the following template if the client doesn't have an ads account:
Hi [client},
Thank you for speaking with me about your business. I'll be able to create a unique campaign that stands out from your competition.
To start making your ads, I'll need to link your account to our manager account.
To set up your new ads account, follow these instructions:
- Sign into ads.google.com with your .gmail or Google associated email.
- At the "what's your main advertising goal?" page, choose the blue text option below the drop downs that says "experienced with Google Ads?"
- On the next screen, click the blue text option that says "create an account without a campaign."
- Confirm your business information and submit.
- In the top right of your screen above your email, there should be a 10-digit customer ID.
- Reply to this email with the ID. I will send a link request.
- You will receive an email from Google Ads. Click "accept" in the email.
- If it takes you to a billing page, submit your billing information.
- If it takes you to the link page, complete the link process.
- Go back to your email and hit "Accept" in the link request email again if you went to the billing page.
The process is simple but there a few steps because of Google's system. Let me know if you need help. If I don't receive a link request confirmation, I will contact you.
For your first campaign, we'll focus on [service]. Your schedule and budget to start will be [schedule], at [budget]. You offer a [special] and free estimates. Your ads will run in [locations]. Your ads will target [optional: what most of people call the client for]. The ads will mention you do [feature] and [feature]. You offer [feature] and [feature]. You're [description about business] and have [benefit].
I'll be sending you campaign previews by the end of the week. I'll also send you your Call Rail login information at that time.
Thanks for choosing Big West to manage your ads. Let me know if you need any help or have any questions.
Contact client if they do not send number within 24-48 hours.
If necessary, grab Gmail login from them and make ads account and accept the request yourself.