← Dashboard

Campaign Kickoff

Lean, scalable campaign setup for service businesses (10-12 minutes)

Campaign Basics

Who, what, when - the fundamentals

Select client business - links to existing client record
Internal campaign name for tracking
Current stage of this campaign
Who is managing this campaign?
When should this campaign launch?
When should this campaign end? (optional)

Auto-Reference from Onboarding

Context you need before planning strategy

Age, Income, Gender, Location, Education - auto-populated
Key competitors and differentiators - auto-populated
What makes this business different - auto-populated
Common customer concerns and objections - auto-populated
Brand voice and personality traits - auto-populated

Campaign Strategy

Now plan the campaign with context in mind

What is the main goal for this specific campaign?
What's the main value proposition/hook?
Any special promotion, discount, or incentive?
What does success look like? Be specific.

Budget & Metrics

How much we're spending and what we're tracking

Total ad spend for this campaign
Target cost per lead or acquisition
Select all metrics you want to track (at least one required)

Platform & Placement

Where we're running the campaign

Select all platforms where this campaign will run (at least one required)
City, region, radius, or "Nationwide"

Creative Strategy

What content we're creating

How many UGC videos/ads do we need for this campaign?
Select all UGC styles that would work for this campaign
Specific talking points, hooks, visual requirements, or creative guidelines
What materials do we need from the client?

Project Management

Timeline and next steps

When do creatives need to be ready?
Current approval status for this campaign
What's the immediate next step?
Client preferences, quirks, special requests, call notes
✅ Lean & Fast: 29 total fields (24 core + 5 auto-reference), 10-12 minute completion time
🚀 Scalable: Ready for any service vertical without form redesign