1. Post Sales Onboarding
Peter Gonzalez

2. Media Plan

3. Tell me about the campaign! Our Goal: To determine your path to success1
Campaign Objectives
What brought them to you for a digital ad solution? 2
Previous
Campaigns
What digital services did they utilize in the past? If so please include any reports or information in an to Orbit 3
Current
Status
What’s the current status of the client? Do they currently have an active campaign? 4
Orbit Interactive
Services
What services do you want to extend to your client?

4. Media Plan Request
The first step is for the representative to request a media plan from Orbit Interactive
Orbit Media Plan Request
Be sure to fill out all the information and any additional information that you might find useful toward reaching the ultimate objective of the campaign
The more information the better
Once submitted the representative will receive a confirmation
Within 48 business hrs you will receive a media plan

5. Media Plan
If you not get this , there was likely an error in what you filled out and you need to repeat the steps again.

6. Media Plan

7. Media Plan
Many of our strategies have tabs within the media plan that expand on any details necessary to run the strategy.
Always be sure to review each tab carefully and make any adjustments necessary.

8. Media Plan 1 Request 2 Receive 3 Review 4 Reply
Request the media plan online from the Orbit Interactive website 2
Receive
Within 48 business hrs the station will receive the requested media plan 3
Review
The station receives the media plan and reviews with client to ensure accuracy. Make any revisions that are necessary 4
Reply
Once revised and confirmed the representative is then able to return the media plan labeled ‘FINAL’ to Orbit Interactive and request an insertion order

9. Next Steps In The Process

10. Once you have approval of a Final Media Plan
Send back that approved plan to Orbit
If the plan has changes note those changes and return to Orbit

11. What to do after the sale?
Media Plan Approved by Client
Request Insertion Order
Campaign Onboarding
Your Salesperson
Your Salesperson
C-Suite Agent

12. Insertion Order 1 Request 2 Receive 3 Review 4 Return
Once the media plan looks amicable between the station and the client, the station representative will request an IO by returning the media plan labeled ‘FINAL’ 2
Receive
Within one business day of the request, the station will receive the requested Insertion Order 3
Review
Take the Insertion Order and review internally to ensure accuracy. Make any revisions that are necessary 4
Return
Return the signed Insertion Order with creative assets and any back end access to launch the campaign.

13. Insertion Order

14. Insertion Order
The Insertion Order is the document Orbit utilizes to reflect the order between the station and Orbit Interactive
Within the comments it will reflect the strategies and any details that pertain to the campaign
It is to be signed by the station manager
Without the signed IO, Orbit Interactive will not be able to launch the campaign

15. The Onboarding Process1
Orbit sends out the IO
Orbit Agent will send an unsigned insertion order and a onboarding to station representative. 2
Signed and Returned
The station will have the IO* signed and returned to the Orbit account manager with all requested assets*.
*Never send IO to client
*Station is responsible for follow up on assets 3
Follow Up
Prior to launch the Orbit agent will review with you anything that is potentially missing by . 4
Launch
If everything is in order the campaign will be launched and the reporting login information will be provided. 5
Post Launch
Orbit account manager will then schedule a call to review dashboard and campaign with client and rep.

16. Launch Expectations
Display: 2 business days after receipt of all assets
SEM: 1 business day after approval of text ads generated by Orbit
SEO: 5 business days after we receive proper access to website backend
Reputation Management (self service): 1 business day after contact information and location address is provided
Reputation Management (full service): Requires arranging a meeting with the client and our team over the phone
Facebook: 1 business day after being granted advertiser access to client’s Facebook page

17. Retargeting/ Conversion Codes

18. Retargeting/Conversion Code Implementation
What is a retargeting/conversion code?
Retargeting allows you to target users who have already visited your site. It requires that you place a retargeting pixel on your site page(s). Once you have placed the retargeting pixel code on your page(s), users that have been to those pages will be eligible targets when the retargeting option is chosen for your campaign(s). When retargeting is enabled on a campaign, the media for that publisher will be targeted only towards users who are identified as having your retargeting pixel.

19. Retargeting/Conversion Code Implementation1
Request
Station representative requests pixel to provide to client’s webmaster 2
Install
Client’s webmaster installs pixel and station representative informs Orbit Agent of implementation 3
Review
After one business day the Orbit Representative is able to confirm installation. If installed improperly Orbit Agent will provide further guidance

20. Creative Assets

21. Display Creatives Specs (provide verified click through URL/link for ad)
160x600
GIF, JPG, or PNG
728x90
320x50 (Mobile/Geofence)
300x250

22. Native Creatives
GIF, JPG, or PNG
1200x627
627x627

23. Native Creatives Verbiage
Ad Title [20-50 characters]: 10 Steps to Getting the Best Auto Loan
Ad Description [ characters]: Auto rates are low and prices are great. Follow these 10 steps to help you get the best auto loan with you next car purchase.
Company Name [Max 35 characters]: Mountain America Credit Union
Display URL:
Destination URL [Up to 2048 characters]: loan/?cid=ea-KMVT-gen-native-fallauto2016

24. Native Ads

25. Waze Logo: 60x48 High resolution logo: 690x550 Logo: 200x200
Must be 100kb or less
High resolution logo: 690x550
Must be 1MB or less
Logo: 200x200

26. Facebook Appearance Design Recommendations
Use these guidelines to design an ad that looks good everywhere it appears on Facebook. The recommended image size ensures your image always looks high quality. The recommended text length is how many characters of ad copy could be displayed on smaller screens.
Recommended image size: 1,200 x 628 pixels
Image ratio: 1.9:1
Text: 90 characters
Headline: 25 characters
Link description: 30 characters
Your image should include minimal text. See how the amount of text in your ad image will impact the reach of your ad.

28. Search Engine Marketing

29. SEM Appearance Headline Display URL Description Example Specifications
About text ads
Text ads on the Search Network show above and below search results. A text ad on search is the simplest online ad. It has three parts: headline text, a display URL, and description text.
Headline
People are most likely to notice your headline text, so consider including words that people may have entered in their search. Your text ad consists of two headlines where you can enter up to 30 characters each to promote your product or service. The headlines are separated by a dash "-" and may show differently based on the device someone is using when they view your ad.
Display URL
The display URL, usually in green, shows your website address. This display URL is made up of the domain from your final URL and the text in the optional ”Path” fields. These fields are designed to help people who see your ad get a better sense of where they’ll be taken when they click it. Your path text doesn’t have to match the exact language of your display URL. 
Description:
Use the description to highlight details about your product or service. It’s a good idea to include a “call to action”—the action you want your customer to take. If you’re an online shoe store, your description might include “Shop now” or “Buy shoes now.” If you offer a service, you might want to add something like “Get an instant quote online” or “See pricing.”
Appearance
Headline Display URL Description
Example
Comprehensive Insurance - Protect Yourself on a Budget
Ad 
Get affordable & trustworthy insurance. 10% discount on all online quotes.
<Headline <Display URL <Description
Specifications
Field
Max length
Headline 1
30 characters
Headline 2
Description
80 characters
Path (2)
15 characters each

30. SEM

31. Search Engine Optimization

32. SEO To the right is the SEO onboarding worksheet
The following information is necessary to launch the SEO strategy
If the client’s webmaster decides against sharing the FTP login and Cpanel Login we are able to provide the code to have them implement it themselves. Otherwise if the codes are in fact provided we are able to implement the strategy on our end
This document is included with the onboarding included with the unsigned IO
Company Name
Client’s Full Name
Main Office Address
Phone #
Fax #
Address: (for contact form submissions)
Years of Experience (i.e.: Over20 years)
Year Established
FTP LOGIN: (The FTP Login for your web server/website. Ask your website designer for it)
URL
Username
Password
CPanel LOGIN: (The Cpanel Login for your web server/website. Ask your website designer for it)
List of 5 Target Cities (i.e.: Dallas, TX) 1. 2. 3. 4. 5.

33. SEO

34. Reputation Management

35. Reputation Management
This DIY solution is the best solution for the individual who has more time and likes to take control of all aspects of their digital marketing and online presence. It provides you with an all in one suite of tools to help you monitor and manage reviews, listings, and social conversations online
Your listings are instantly synced to over 40 sites and distributed to up to 300 sites.
A suite of online tools to help you monitor and manage your listings, reviews and social activity all in one place.
Mobile friendly responsive Business Center to manage all online activity.
Orbit Interactive creates their account on the platform and we then provide a comprehensive walk through on how to operate the user interface with the client.
Not sold as a stand alone solution and only for annual campaigns.

36. Reporting

37. Reporting
Reports on the display strategies utilized by the client’s campaign
You have the ability to view reports at any time through our dashboard
URL:
Request login from Orbit Account Manager
Orbit Interactive will be able to onboard the station representative should it be necessary

38. Reporting

39.
Peter Gonzalez