Before Implementation
The call topic is Pixel Setup, with no additional notes.
What are you hoping to use the Pixel for? Do you have a developer, or do you manage the website yourself?
TIP- we should not be asking if they are using a partner integration if this is something we can see using What CMS. Instead, we can ask a confirming question such as “it looks like you are using Wix, correct?”
Does this make sense so far? Do you have any questions about what are doing? Do you think this will help your business? Is there anything I can clarify? Are all examples of this...
What is a pulse check?
Advertiser mentions during Pixel setup that they want to track people who enter their email address
“How does your form work? Is there a confirmation page after a user enters contact information or is the ‘Submit’ button the final step?” ..
BONUS: if button is final step “would it be possible to create a confirmation page to improve the chances that your leads filled out the entire form before hitting submit?”
“This setup seems pretty straight forward, I’ll do this myself later today. Thanks for your time”
I can certainly understand that it does appear fairly straight forward, why don’t we just jump into the setup now? It will only take a few minutes and that way I can help ensure everything is done properly.
This always needs to be done before hitting ‘send’ on an email
What is ensuring the content is relevant and checking your spelling and grammar?
The call topic is Pixel Optimization, we look into Events Manager and see that they only have PageView.
What actions are you hoping users will take on your website that you would like to track?
A/B Testing
What are the key metrics that we want to track during our test? How long did you want to run the test?
During a Catalog setup, the advertiser references that they have some best-selling products.
That is amazing! Which products are those? Are you familiar with product sets?
“I don’t want the Pixel, privacy is important and my customers won’t trust me if I am tracking all of their moves”
“I understand where you are coming from. Privacy is extremely important and there are safeguards in place to protect user information. Are you familiar with our Data & Privacy Policy and how the Pixel works?”
Instead of leaving it blank or removing it, type ‘N/A'
What is the process for when we are unable to locate information, or information is not applicable in the note template?
Conversion API - Google Tag manager.
How comfortable with the Google Cloud platform are you? Do you have full access to the features in your account, as well as the DNS provider?
During Pixel Setup, the client wants to be able to see if it is on their website
“Do you have the Pixel Helper extension installed in your browser?”
Uh Oh! This is a low quality lead and all solutions are already implemented.
“While I was reviewing the account I noted that the technical tools we implement have already been installed. Is there anything that you feel is missing with the current setup you would like to change or update?"
“I don’t need to do this, I just want help with my advertising strategies”
“I totally understand advertising strategies are important. Are you familiar with how you can incorporate (tool name) into your ads?”
Saying "I see that you are using Wix for your website, is that correct?" Is an example of what?
What is Prep & Understanding?
Creating a Meta Catalog, and the advertiser is not sure the best way to add items
How many items are you looking to add, and how often does your inventory update?
Catalog Setup
“how do you typically sort your items (style, price, location, features...etc.)? When you run an ad, would you like your audience to be able to see all of the items, or a certain selection?”
Prior to Pixel Setup, client says “I think I used to have a Pixel, but it’s not on my new website”
Would you like to place your existing Pixel on your new website, or create a new one?
“I don’t want to use BlueJeans, can you just walk me through it verbally?”
I could, but as this is a technical setup it will be more difficult for me to walk you through the steps if I cannot see your screen. Is there a reason that you do not want to share your screen?
When a lead comes in for Pixel Setup, Pixel Optimization, or CAPI we should always be checking for this as a first step
What is a partner integration?
These should always be checked before a call to get a full understanding of the advertisers journey and communications with Meta
What is the lead source, client interactions in the past year, and past and future open assignments?
Event Setup Tool has been launched for Pixel optimization, and website is open
How do most users interact with your website? Are there any specific buttons or URLs you would like to track?
During the implementation process, if we are sensing some hesitation or confusion from the client we should ask this...
An open-ended pulse check such as... What questions do you have about this so far/what do you think so far?
“I’m so glad to finally have tech support on the phone! I keep having issues with my accounts, everywhere I look there is an error message and I don’t want to get disabled again”
“I understand that can be frustrating, and I will do my best to help you get the support you need to resolve your issue. Can you please tell me a bit more about what issues you’re experiencing?”
Advertiser’s objective, advertiser vertical, has the advertiser reported any performance issues?, Solution discussed.
What are the first 4 lines of the notes template?