app.pocper.com

Marketing Services & Process Guide

This guide explains what we do on each channel, how a campaign runs from brief to closing report, what we need from you, and how ad spend, revisions and reporting work. It is a reference document — there is nothing to fill in or return. Turnarounds and inclusions below are typical; the terms that bind us are the ones stated in your signed services agreement.

Section 1 — What We Do, Channel by Channel

Paid social

Account and pixel setup, conversion tracking, audience and lookalike build
Campaign structure, budget pacing and daily bid management
Static, carousel and short-video ad variants with copy, plus creative rotation and A/B testing

Paid search / SEM

Keyword research, match-type strategy and negative-keyword hygiene
Responsive search ads, extensions, and landing-page alignment reviews
Shopping feed setup and optimisation for retail and e-commerce accounts

SEO & content

Technical audit, site structure and internal-linking recommendations
Keyword and topic mapping, on-page optimisation of priority pages
Article and landing-page copy written to a brief you approve before drafting starts

Email / EDM

List segmentation, template design and mobile-first build
Campaign sends, automated flows (welcome, abandoned cart, win-back) and subject-line testing
Deliverability checks, consent handling and unsubscribe compliance

Influencer / KOL

Creator shortlisting, audience-quality vetting and rate negotiation
Briefing, content approval, disclosure compliance and posting schedule
Whitelisting and paid amplification of creator content where the licence allows

Creative production

Concepting, art direction and copywriting to your brand guidelines
Photo and video shoots, editing, subtitling and platform-specific resizing
Stock, music and font licensing sourced and documented per asset

Typical turnarounds, measured from the moment we have a complete brief and all assets:

Service	What you receive	Typical turnaround
Paid social campaign build	Campaign structure, audiences, tracking and first creative set	5–7 business days
Paid search account build	Keyword plan, ad groups, ad copy and conversion tracking	5–7 business days
SEO technical audit	Prioritised findings document plus a fix roadmap	10 business days
Long-form article or landing page	Approved outline, then a full draft optimised for the target query	5 business days per piece
Email campaign	Segment, built template, copy, test send and scheduled send	3–5 business days
Influencer activation	Creator shortlist, rates, briefs and a posting schedule	2–3 weeks to first post
Creative production (photo / video)	Concept, shoot, edit and platform-sized master files	3–4 weeks from concept sign-off
Rush handling	Work brought forward ahead of the queue, quoted before we start	Subject to capacity

Section 2 — How an Engagement Runs

Brief. You tell us the objective, the audience, the budget and the deadline. We turn that into a written scope so both sides agree what "done" looks like before anything starts.
Kickoff. A 60-minute call to confirm objectives and success metrics, agree the approval chain, and collect brand assets and platform access.
Strategy. We present the channel mix, budget split, messaging territory and measurement plan. Nothing goes into production until this is approved.
Creative production. Copy and design are produced against the approved strategy, then sent for review in one consolidated batch per deliverable.
Launch. Tracking is verified, campaigns go live, and we monitor daily through the learning period, adjusting budget and bids as the data comes in.
Reporting and review. You receive scheduled performance reports, and a closing report at the end of the campaign with results against the agreed metrics and recommendations for the next round.

Section 3 — Revisions

Every deliverable includes two rounds of revision as standard.
A round is one consolidated set of feedback — collected from everyone on your side and sent to us together, in one message.
Refinements within an approved direction — wording, crop, colour, layout tweaks — sit inside the current round.
A new round starts when feedback arrives after we have already actioned that round, when a new stakeholder joins late with fresh comments, or when a direction that was already signed off is reversed.
Changes to the objective, audience or channel mix after strategy sign-off are a new scope, not a revision, and are quoted separately.
Additional rounds are billed at the hourly rate in your agreement, always quoted before we begin.

Section 4 — What We Need From You

Brand guidelines — logo files in vector format, colour values, approved fonts and tone-of-voice notes.
Product and lifestyle photography at full resolution, plus any video footage you already own.
Confirmation that you hold the rights to every asset, claim, testimonial and customer image you send us.
Delegated access to your advertising, analytics, email and social accounts through each platform's own permission tools — never a shared password.
A single named approver with authority to sign off, plus the names of anyone else whose comments must be gathered before feedback reaches us.
Any legal, regulatory or compliance wording that must appear on the work, and anything we are not permitted to say.
Early warning of promotions, launches, stock limits or blackout dates so the media plan lines up with them.

Section 5 — Reporting Cadence & Metrics

Reports are delivered on the schedule below and always compare the period against the one before it, so you can see direction of travel rather than a single snapshot.

Channel	Metrics we report	Cadence
Paid social	Spend, reach, CPM, CTR, conversions, cost per result, ROAS, top creative	Weekly summary, monthly deep-dive
Paid search	Spend, impression share, CPC, CTR, conversions, cost per acquisition, top queries	Weekly summary, monthly deep-dive
SEO & content	Organic sessions, ranking movement on tracked terms, indexed pages, organic conversions	Monthly
Email / EDM	Delivered, open rate, click rate, unsubscribe rate, revenue per send, list growth	Per send, plus a monthly roll-up
Influencer / KOL	Posts live, reach, engagement rate, saves and shares, referral clicks, code redemptions	Per activation wrap-up
Whole campaign	Results against the agreed objective, blended cost per acquisition, what worked, what to change next	Closing report at end of campaign

Section 6 — How Ad Spend Works

Ad spend is always separate from our fees. Our fee pays for the work; the media budget pays the platform.
We quote a recommended monthly media budget per channel at the strategy stage, with an expected range of results at that level.
Spend is either billed directly to your own payment method on the platform, or pre-funded to us before campaigns go live. We do not advance media budget.
Ad spend is passed through at cost. Where a handling fee applies it is stated in your agreement, never added silently.
Every month we reconcile spend against the platform's own invoices and show you the figures side by side.
Any pre-funded balance left at the end of a campaign is refunded or credited against the final invoice — it is your money, not ours.
Platform auctions move. Cost per result varies with season, competition and creative fatigue, so we manage to a target range rather than a fixed number.

Section 7 — Approvals & Response Times

We answer email and messages within one business day. Live-campaign issues are picked up the same business day.
We ask for feedback or approval on a deliverable within three business days of sending it.
Feedback comes from your named approver in one consolidated message, not from several people separately.
If approval is late, the delivery date moves by at least the same number of days — production slots and media bookings are reserved in advance and cannot simply be held.
Where a placement, shoot or send date is fixed, a late approval may mean rebooking at additional cost, or the slot being lost for that cycle.
We will never publish anything on your behalf that has not been approved in writing.

Section 8 — Frequently Asked Questions

How soon will we see results?

Paid channels produce data within days, but the first two weeks are a learning period and early numbers are not representative. SEO and content typically take three to six months to show meaningful movement. We will tell you at the strategy stage which timeline applies to your mix.

Who owns the ad accounts and the creative?

The ad accounts are yours and stay yours — we work inside them under delegated access. Final approved creative transfers to you once the project is paid in full, subject to any third-party asset licence terms.

Can we use the campaign assets after the campaign ends?

Yes, within the licence recorded for each asset. Stock imagery, music, fonts and creator content carry their own term and territory, and we note those at the point of approval so nothing expires unnoticed.

What happens if we want to change direction mid-campaign?

Tell us as early as you can. Adjusting budget, audience or creative inside an approved strategy is normal optimisation. Changing the objective, the channel mix or the offer is a new scope, and we will quote it in writing before any work moves.

Do you guarantee a specific number of leads or sales?

No. Platform results depend on auction conditions, seasonality, your pricing and your offer — factors outside our control. We commit to the work, the method and the reporting, and we set realistic target ranges rather than promises.

What if we need something urgently?

Ask. We will tell you honestly whether the capacity exists. Rush work is quoted before it starts and never billed as a surprise line on an invoice.

This guide is general information about how we work and is not a contract. Where it differs from your signed services agreement, the agreement applies.

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Templates in this pack

The Marketing Agency pack includes 7 ready-to-use templates. Each one is a structured, fully editable form you can share with clients to collect information, documents, and signatures in one place.

Frequently asked questions

What's included in the Marketing Agency templates?

The Marketing Agency pack contains 7 templates: Marketing Services & Process Guide, Marketing Services Agreement, Marketing Client Brief, Marketing Kickoff Notes, Marketing Creative Approval, Marketing Project Tracker, Marketing Client Satisfaction. Each is ready to use and fully editable.

Can I customize these templates?

Yes. Every Pocper template is fully editable — add or remove fields, change the wording, and adapt each form to your workflow before sharing it with clients.

How do I use the Marketing Agency templates?

Import the pack into your Pocper workspace, open a template, tailor it to your needs, then share a link so clients can fill it out and upload documents in real time.