This step is absolutely fundamental to running a successful campaign—it cannot be skipped. Without a complete understanding of every detail about the client, running an effective campaign is impossible. On the flip side, when you truly know your client inside and out, you maximise your chances of success.

Before moving forward with anything else, it’s critical to fully grasp what the client wants and needs.

But how? There are three steps: ⬇️

• Onboarding Form
• Individual Research
• ChatGPT Research

Make sure you have a clear understanding of the campaign’s primary goals. What are the key performance indicators (KPIs)? Is the focus on conversions, brand awareness/reach, or growing followers?

Once you fully understand the client’s goals and KPIs, move on to crafting the strategy. Align with the senior campaign manager and customer success manager on a call to confirm:

1. The creative direction
2. Influencer types—sizes and niches
3. The key metrics to track and optimise

Next Recommended SOP - Influencer Research