Multi-Location 2024 Package Optional Standard Ads Renewal Process SOP

MULTIPLE LOCATION STANDARD AD BUDGET RENEWAL PROCESS

Current multiple location clients with a Standard Meta Advertising budget have the choice to either transfer their current ad budget to Foundation/Elevation Package or forgo the Core/Professional Standard Ad structure to proceed with the ad spend included in the new 2024 packages.

Core & Pro Package Additional Locations Standard Ad Monthly Budget
1st Included in package
2nd $60
3rd + $30 each

Example: The client has 4 locations in a Core Package and is now moving to the Foundation Package.

Location 1(Ad Budget already included) + Location 2 $60 Standard Ad Budget + Location 3 $30 Standard Ad Budget + Location 4 $30 Standard Ad Budget = an additional $120 to add to the Foundation package ad spend

Foundation Package Monthly Fee $349 + $297(3 x $99 per additional location) + Additional Locations Standard Ad Budget of $120 = $766 due monthly

After the client has agreed to the proposed service strategy, the new monthly total has been shared with the client, and a new contract has been signed; the Account Consultant will then create the Subscription Product in Salesforce as a renewal or if the total is more than what the client was previously paying, the Subscription Product would be an AC-DM Upsell. Additionally, the AC will utilize Chatter within the product to notify of any additional monthly ad spend to @notifychanges. Accounting will then modify the Product to include the additional ad spend. The Ads Team will be notified once the Product is pushed to the Fulfillment Stage.

Account Consultant steps if the client chooses to keep the previous multi-location Standard Ad budget:

  1. Determine the additional locations' Standard Ad budget difference (use the example above)
  2. Present the new monthly total to the client
  3. Have the client sign a new contract
  4. Create the renewal or AC-DM Upsell Subscription Product
  5. Chatter @notifychanges the additional month ad budget to be included

*Note – all future renewal Subscription Products should automatically have the adjusted Standard Ad spend included!

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