Objective:
To create and manage a 30-day content plan focused on generating financial planning appointments through engaging posts, targeted Facebook ads, and optimized Facebook profile.
Scope of Services:
1. Facebook Page Creation:
Page Setup: Create a professional Facebook Page with all necessary business information.
Branding: Design a compelling cover photo and profile picture to reflect the client's brand.
Page Optimization: Optimize the Page for searchability and engagement by adding appropriate categories, keywords, and contact information.
2. Facebook Profile Optimization:
Consistent Theme: Maintain a consistent brand theme across all visual elements and posts.
3. Content Strategy & Creation:
Content Calendar: Develop a 30-day content calendar tailored to financial planning appointments.
Content Creation: Craft engaging posts, including text, images, and videos, focusing on the benefits of financial planning and booking appointments.
Visuals & Graphics: Design eye-catching graphics and visuals to enhance the appeal of the posts.
Educational Content: Provide valuable financial planning tips, advice, and insights to establish authority and build trust.
4. Facebook Ad Campaigns:
Ad Strategy: Develop a targeted ad campaign strategy to attract potential clients seeking financial planning services.
Ad Creation: Design and write compelling ad copy and visuals.
Ad Optimization: Monitor and optimize ads for maximum reach and conversion.
Retargeting Campaigns: Implement retargeting strategies to re-engage users who have shown interest but haven't converted.
5. Audience Targeting & Engagement:
Target Audience Definition: Identify and define the target audience segments for financial planning appointments.
Audience Engagement: Engage with the audience through comments, messages, and interactive posts.
Community Building: Foster a sense of community and encourage followers to share the content.
6. Lead Generation & Follow-Up:
Lead Forms: Create and implement lead generation forms to capture interested clients.
Automated Follow-Up: Set up an automated email sequence to nurture leads and encourage them to book appointments.
Lead Tracking: Track and analyze lead data to improve campaign performance.
7. Performance Monitoring & Reporting:
Analytics: Monitor key metrics such as reach, engagement, click-through rates, and conversions.
Reporting: Provide weekly and monthly performance reports with insights and recommendations for improvement.
Proposed Timeline:
Week 1:
Facebook Page creation and optimization
Content calendar development
Initial ad campaign strategy
Week 2-4:
Content creation and posting
Launch of ad campaigns
Audience engagement and community building
Lead generation and follow-up implementation
Ongoing:
Continuous ad optimization
Regular content posting and engagement
Performance monitoring and reporting
Investment:
- Setup Fee: [Amount]
- Monthly Management Fee: [Amount]
- Ad Spend: [Budget to be allocated based on client's goals]
Conclusion:
By leveraging targeted social media strategies, we aim to help [Client's Name] generate high-quality financial planning appointments and build a strong online presence. Our comprehensive approach covers everything from Facebook Page creation to ongoing management and optimization, providing a seamless experience for both the client and potential leads.
Ready to Get Started?
Let's ask you some questions to discuss your specific needs and how we can tailor our services to meet your goals.