Service Delivery Process Guide

This document outlines the entire process for service delivery and it is intended to provide
information when handling objections and questions from potential clients.

Facebook Ads

Step 1: Preliminary Information

● On the initial onboarding call (or a separate meeting), figure out the daily ad spend
budget with the business owner, it should at least be a minimum of $10 per day.
Communicate that the higher the daily ad spend is, the better results we’ll be able to
achieve.
● We also need to gain a comprehensive understanding about their customer profiles ;
gender, radius, etc. This information will help us with targeting.
● Lastly, ask the business owner to upload content for us to use for advertising (pictures,
videos, copy, etc.)

Step 2: Access
● The next step is to gain admin access to your clients Facebook ad account. I have
created another document that you can share with your clients, it will guide them through
the process of granting you admin access. You can find that here: Link
● Once you have gained admin access, go on your Facebook Business Manager and
confirm that you can see their Ad account on your profile.

Step 3: Offers
● Now that we have gained access to our clients Facebook account and have added it to
your profile, we can get started with preparing our ads.
● The foundation of performing ads is a solid offer. We will need to work with the business
owners to create a personalized offer that will attract high quality customers.

Proven Offers
1. Discounted Service: “$21 chiropractic adjustment, x-rays, and exam” (price needs to be
below $50)
2. % Off or $ Off: “50% off all botox injections” (Use when price is above $50)
● Note that for FB ads, % off works a lot better than $ off
3. A “new state program”: (best for mortgage, roofing, solar)
4. Discount + Free: “$21 chiropractic adjustment + free massage” (useful in competitive or
saturated markets)
5. Free Quote or Free Consultation: (only works in less saturated niches)

Source: Link
Step 4: Structure & Creatives
● After you create a good offer, you need a solid ad structure and ad creative. Use Canva
to create personalized ads and refer to the Facebook ad library to gain inspiration.

Ad Structure:
● Callout, “Hey (city)”
● Promotion & Details
● Scarcity & Call to Action

Examples:
Step 5: Setting up the Ad

Standard Method:
● Click Create new campaign and select Leads

● Follow the strategies in these videos:

○ Link - Jordan Platten , Link - Joel Kaplan
Appointment Setting

● This is an overview of the appointment setting process.

 Ad Library - References

[Use this section as an ad library]