Insertion Order

(Billing and Operational Fulfillment)

1 Salesperson Info

2 Business Info

3 Products And Services

SALESPERSON INFORMATION
Your Name*
Your Email

BUSINESS INFORMATION
New/Existing Client (Select)*
Client Name*
Contact Name*
Contact Email*
phone (if new client)
address (if new client)
Street Address Address Line 2 City State ZIP Code
Social accounts - links
Website
Target Audience(s)

All Products
- Consulting
- CTV | OTT
- CTV | OTT YouTube Only
- CTV | FEP
- Directory Listings - Yext
- Display Geofencing
- Display Retargeting
- Domain Purchasing
- E Commerce Or Out Of Scope Website Updates
- Email management and Set Up
- Graphic Design and Branding
- Hosting And Domain Purchasing
- In Stream Video
- Merchandise Markup
- Other
- Photography
- Print Production
- Programmatic Audio Audio Everywhere + Extension Network Pandora, XM, Soundcloud
- Programmatic Audio Gold - Spotify, iHeart, Pandora, Soundcloud Silver - TuneIn, Triton, TargetSpot
- Programmatic Audio Pandora, Soundcloud
- Programmatic Audio Platinum - Podcasts Only
- Programmatic Audio Podcast Only
- Programmatic Audio RON (excluding Spotify and Podcasts
- Programmatic Audio Spanish Language Audio
- Programmatic Audio Spotify Only Package
- PR Services
- Purchase Stock Photography
- Retargeting CTV | OTT
- Search Engine Marketing
- Signage
- Social Media Ads
- Social Media Management
- Targeted Display
- Targeted Email
- Traditional Media Buying
- Video Production
- Website Development
- Yelp
Total Budget (multiple campaigns, specify invoice detail in notes)
Targeted Display - Monthly Invoice Amount
Targeted Display - Spend on Platform
Display Geofencing - Monthly Invoice Amount
Display Geofencing - Spend on Platform
Display Retargeting - Monthly Invoice Amount
Display Retargeting - Spend on Platform
CTV | OTT - Monthly Invoice Amount
CTV | OTT - Spend on Platform
CTV | FEP - Monthly Invoice Amount
CTV | FEP - Spend on Platform
Retargeting CTV | OTT - Monthly Invoice Amount
Retargeting CTV | OTT - Spend on Platform
In Stream Video - Monthly Invoice Amount
In Stream Video - Spend on Platform
CTV | OTT YouTube Only - Monthly Invoice Amount
CTV | OTT YouTube Only - Spend on Platform
Programmatic Audio Platinum - Podcasts Only - Monthly Invoice Amount
Programmatic Audio Platinum - Podcasts Only - Spend on Platform
Programmatic Audio Gold - Spotify, iHeart, Pandora, Soundcloud Silver - TuneIn, Triton, TargetSpot - Spend on Platform
Programmatic Audio Gold - Spotify, iHeart, Pandora, Soundcloud Silver - TuneIn, Triton, TargetSpot - Monthly Invoice Amount
Programmatic Audio Spotify Only Package - Spend on Platform
Programmatic Audio Spotify Only Package - Monthly Invoice Amount
Programmatic Audio Spanish Language Audio - Spend on Platform
Programmatic Audio Spanish Language Audio - Monthly Invoice Amount
Programmatic Audio RON (excluding Spotify and Podcasts - Spend on Platform
Programmatic Audio RON (excluding Spotify and Podcasts - Monthly Invoice Amount
Programmatic Audio Audio Everywhere + Extension Network Pandora, XM, Soundcloud - Spend on Platform
Programmatic Audio Audio Everywhere + Extension Network Pandora, XM, Soundcloud - Monthly Invoice Amount
Programmatic Audio Pandora, Soundcloud - Spend on Platform
Programmatic Audio Pandora, Soundcloud - Monthly Invoice Amount
Programmatic AudioPodcast Only - Spend on Platform
Programmatic AudioPodcast Only - Monthly Invoice Amount
Run Dates
Targeted Display - Specific Dates
Targeted Display - Ongoing/auto renew monthly?
Targeted Display - Comments
Display Geofencing - Specific Dates
Display Geofencing - Ongoing/auto renew monthly?
Display Geofencing - Comments
Display Retargeting - Specific Dates
Display Retargeting - Ongoing/auto renew monthly?
Display Retargeting - Comments
CTV | OTT - Specific Dates
CTV | OTT - Ongoing/auto renew monthly?
CTV | OTT - Comments
CTV | FEP - Specific Dates
CTV | FEP - Ongoing/auto renew monthly?
CTV | FEP - Comments
Retargeting CTV | OTT - Specific Dates
Retargeting CTV | OTT - Ongoing/auto renew monthly?
Retargeting CTV | OTT - Comments
In Stream Video - Specific Dates
In Stream Video - Ongoing/auto renew monthly?
In Stream Video - Comments
CTV | OTT YouTube Only - Specific Dates
CTV | OTT YouTube Only - Ongoing/auto renew monthly?
CTV | OTT YouTube Only - Comments
Programmatic Audio Platinum - Podcasts Only - Specific Dates
Programmatic Audio Platinum - Podcasts Only - Ongoing/auto renew monthly?
Programmatic Audio Platinum - Podcasts Only - Comments
Programmatic Audio Gold - Spotify, iHeart, Pandora, Soundcloud Silver - TuneIn, Triton, TargetSpot - Specific Dates
Programmatic Audio Gold - Spotify, iHeart, Pandora, Soundcloud Silver - TuneIn, Triton, TargetSpot - Ongoing/auto renew monthly?
Programmatic Audio Gold - Spotify, iHeart, Pandora, Soundcloud Silver - TuneIn, Triton, TargetSpot - Comments
Programmatic Audio Spotify Only Package - Specific Dates
Programmatic Audio Spotify Only Package - Ongoing/auto renew monthly?
Programmatic Audio Spotify Only Package - Comments
Programmatic Audio Spanish Language Audio - Specific Dates
Programmatic Audio Spanish Language Audio - Ongoing/auto renew monthly?
Programmatic Audio Spanish Language Audio - Comments
Programmatic Audio RON (excluding Spotify and Podcasts - Specific Dates
Programmatic Audio RON (excluding Spotify and Podcasts - Ongoing/auto renew monthly?
Programmatic Audio RON (excluding Spotify and Podcasts - Comments
Programmatic Audio Audio Everywhere + Extension Network Pandora, XM, Soundcloud - Specific Dates
Programmatic Audio Audio Everywhere + Extension Network Pandora, XM, Soundcloud - Ongoing/auto renew monthly?
Programmatic Audio Audio Everywhere + Extension Network Pandora, XM, Soundcloud - Comments
Programmatic Audio Pandora, Soundcloud - Specific Dates
Programmatic Audio Pandora, Soundcloud - Ongoing/auto renew monthly?
Programmatic Audio Pandora, Soundcloud - Comments
Programmatic AudioPodcast Only - Specific Dates
Programmatic AudioPodcast Only - Ongoing/auto renew monthly?
Programmatic AudioPodcast Only - Comments
Information to Enter:
Campaign Title
Flight Dates
Inventory Detail
Landing Page URL
Target Impressions
Buyer CPM
Frequency Cap
Advertiser CPM
Footfall Traffic
- Yes
- No
Advertiser Budget
Targeting Tactics
Geography Detail
Creative (link in Dropbox)
Billing Please invoice Digital Tulip monthly. Invoices should be sent to:
Additional NOTES:
Search Engine Marketing
Total Budget (multiple campaigns, specify invoice detail in notes)
Search Engine Marketing - Monthly Invoice Amount
Search Engine Marketing - Spend on Platform
How many cycles/months did you sell or is it ongoing/auto renew?
Email frequency: Advertiser and Agency
Sales Value
Geographic Target
Tracking Url/Campaign landing page
Specific Web Events On Website you want tracked
Specific Offers or Notes for ad creative
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Directory Listings - Yext
Total Budget (multiple listings, specify invoice detail in notes)
How many business listings are you entering?
Directory Listing #1
Set Up Fee Amount
Monthly Invoice Amount
Spend on Platform
Name
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Category
Latitude
Longitude
Main Phone
Local Phone
Toll-Free Phone
Fax Number
Alternate Phone
TTY Phone
Email
Website URL
Reservation URL
Order URL
Menu URL
Featured Message
Featured Message URL
Business Description/Details
Hours
Logo URL
Photo1 URL
Photo2 URL
Photo3 URL
Photo4 URL
Photo5 URL
Video
YouTube Video URL
Categories
Payment Methods
Brands
Products
Services
Specialties
Keywords
Languages
Associations
Year Established
Twitter Link
Untitled
Facebook Link
Google My Business Link
Buyer Price/Spend
Advertiser Price (invoice)
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SOCIAL MEDIA MANAGEMENT
Total Budget (multiple pages or set up - specify invoice detail in notes)
Run Dates (Specific Dates or auto renew/ongoing)
What social media platforms are we managing?: (select all that apply)
Other:
Does the client have a Facebook account or are we building a new page?
- Yes
- No
Has Facebook page access been added to Digital Business Manager?
- Yes
- No
Does the client have an Instagram account?
- Yes
- No
Is the Instagram account correctly connected with the facebook account?
- Yes
- No
Twitter Login Credentials?
What is the client’s social media objective?
What is the client’s brand voice, tone and vision?
Topics to focus on:
What type of topics should we avoid?
What employees, customers or community involvement can we highlight?
Additional Comments?
Please send any supporting images or text to:
Provide a dropbox link with client assets.
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WEBSITE DEVELOPMENT
Invoice Amount (note 50% deposit, final payment or in-full (check one)
- 50% deposit
- final payment
- in-full
Developer Cost (note 50% deposit, final payment or in-full (check one)
- 50% deposit
- final payment
- in-full
Branding Designer Cost (note 50% deposit, final payment or in-full (check one)
- 50% deposit
- final payment
- in-full
Developer Name
Projected Project Start Date
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HOSTING AND DOMAIN PURCHASING
Invoice Amount
Invoice Amount (note 50% deposit, final payment or in-full (check one)
- 50% deposit
- final payment
- in-full
Hosting Management Cost (note 50% deposit, final payment or in-full (check one)
- 50% deposit
- final payment
- in-full
Hosting Manager Name
Does your client have a Domain?
- Yes
- No
Are we purchasing a domain for your client? (specify below)
What is your domain?
Registrar login credentials?
Hosting login credentials? (if different)
Website/CMS login credentials?
Are we hosting the clients website?
Are we migrating your clients website from another hosting provider?
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GRAPHIC DESIGN AND BRANDING
What has the client purchased and the client invoice amounts and hard costs. Specify if it’s a 50% deposit or full amount.
Upload vendor invoices here. (Put estimate in notes if no vendor invoice submitted)
Drop files here or
Invoice Amount
Designer Cost
50% deposit or paid in full (check one or the other)
- 50% deposit
- paid in full
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PHOTOGRAPHER
What has the client purchased and the client invoice amounts and hard costs. Specify if it’s a 50% deposit or full amount.
Upload vendor invoices here. (Put estimate in notes if no vendor invoice submitted)
Drop files here or
Invoice Amount
Designer Cost
50% deposit or paid in full (check one or the other)
- 50% deposit
- paid in full
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E COMMERCE OR OUT OF SCOPE WEBSITE UPDATES
Invoice Amount
Developer Cost
50% deposit or paid in full (check one or the other)
- 50% deposit
- paid in full
What updates are we performing on your site (Outside the scope of included plugin and core site updates).
Provide a dropbox link with client assets.
Upload e commerce spreadsheet
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PURCHASE STOCK PHOTOGRAPHY
How many photos @ $30 each
Invoice Amount
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VIDEO PRODUCTION
Invoice Amount
Producer Cost
50% deposit or paid in full (check one or the other)
- 50% deposit
- paid in full
What exactly are we producing?
blank space for notes and dates
Upload vendor invoices here. (Put estimate in notes if no vendor invoice submitted)
Drop files here or
MERCHANDISE
Invoice Amount
VENDOR Cost
What exactly are we purchasing for the client?
blank space for notes and dates
Upload vendor invoices here. (Put estimate in notes if no vendor invoice submitted)
Drop files here or
50% deposit or paid in full (check one or the other)
- 50% deposit
- paid in full
PRINT PRODUCTION
Invoice Amount
Vendor Cost
50% deposit or paid in full (check one or the other)
- 50% deposit
- paid in full
Upload vendor invoices here. (Put estimate in notes if no vendor invoice submitted)
Drop files here or
PR SERVICES (Brie Provided)
Invoice Amount
50% deposit or paid in full (check one or the other)
- 50% deposit
- paid in full
What are the geographic areas, (DMAs), Timeline, Goals
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CONSULTING SERVICES
Invoice Amount
Contract Dates
Scope
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YELP
Total Budget
Spend on Platform
Run Dates (Specific Dates or auto renew/ongoing monthly)
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EMAIL MANAGEMENT
Total Budget
Email account login
Schedule
Provide a dropbox link with client assets.
blank space for notes and information
Targeted Email or Text
Is this an E-Mail Marketing campaign or a Text Marketing campaign?
- Email
- Text
Does the client have a Mailchimp or other account?
- Yes
- No
We will establish a Mailchimp account and a Gmail account to be used exclusively for E-Mail marketing. Please email a .CSV file of the contacts to brooke@digitaltulip.com
Login Credentials?
What is the date of each E-Mail send?
What is the purpose of the E-Mail?
What website should the E-Mail link to?
Describe any custom functionality.
Does the Client have a text Messaging Platform or are we using our vendor (CMS Text)?
- Yes
- No
Provide login credentials
What is the date of each Text send?
What is the purpose of the Text?
What website should the Text link to?
Describe any custom functionality.
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SIGNAGE
Invoice Amount
Vendor Cost
50% deposit or paid in full (check one or the other)
- 50% deposit
- paid in full
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Other
Invoice Amount
Vendor Cost
50% deposit or paid in full (check one or the other)
- 50% deposit
- paid in full
blank space for notes and dates
SOCIAL MEDIA ADS - #1
How many?
Total Budget (multiple pages or set up - specify invoice detail in notes)
Spend on Platform
Run Dates (Specific Dates or auto renew/ongoing)
Objective
Target Audience (copy and paste from your proposal)
Ad creative focus
Provide a dropbox link with client assets.
Call To Action + URL (please specify)
Provide a dropbox link with client assets.
blank space for notes AND MULTIPLE CAMPAIGN SET UP DIRECTIONS
file upload section
SOCIAL MEDIA ADS - #2
Total Budget (multiple pages or set up - specify invoice detail in notes)
Spend on Platform
Run Dates (Specific Dates or auto renew/ongoing)
Objective
Target Audience (copy and paste from your proposal)
Ad creative focus
Provide a dropbox link with client assets.
Call To Action + URL (please specify)
Provide a dropbox link with client assets.
blank space for notes AND MULTIPLE CAMPAIGN SET UP DIRECTIONS
file upload section
SOCIAL MEDIA ADS - #3
Total Budget (multiple pages or set up - specify invoice detail in notes)
Spend on Platform
Run Dates (Specific Dates or auto renew/ongoing)
Objective
Target Audience (copy and paste from your proposal)
Ad creative focus
Provide a dropbox link with client assets.
Call To Action + URL (please specify)
Provide a dropbox link with client assets.
blank space for notes AND MULTIPLE CAMPAIGN SET UP DIRECTIONS
file upload section
SOCIAL MEDIA ADS - #4
Total Budget (multiple pages or set up - specify invoice detail in notes)
Spend on Platform
Run Dates (Specific Dates or auto renew/ongoing)
Objective
Target Audience (copy and paste from your proposal)
Ad creative focus
Provide a dropbox link with client assets.
Call To Action + URL (please specify)
Provide a dropbox link with client assets.
blank space for notes AND MULTIPLE CAMPAIGN SET UP DIRECTIONS
file upload section
SOCIAL MEDIA ADS - #5
Total Budget (multiple pages or set up - specify invoice detail in notes)
Spend on Platform
Run Dates (Specific Dates or auto renew/ongoing)
Objective
Target Audience (copy and paste from your proposal)
Ad creative focus
Provide a dropbox link with client assets.
Call To Action + URL (please specify)
Provide a dropbox link with client assets.
blank space for notes AND MULTIPLE CAMPAIGN SET UP DIRECTIONS
file upload section

Insertion Order

SALESPERSON INFORMATION

BUSINESS INFORMATION

Run Dates

Information to Enter:

Search Engine Marketing

Directory Listings - Yext

Directory Listing #1

SOCIAL MEDIA MANAGEMENT

WEBSITE DEVELOPMENT

HOSTING AND DOMAIN PURCHASING

GRAPHIC DESIGN AND BRANDING

PHOTOGRAPHER

E COMMERCE OR OUT OF SCOPE WEBSITE UPDATES

PURCHASE STOCK PHOTOGRAPHY

VIDEO PRODUCTION

MERCHANDISE

PRINT PRODUCTION

PR SERVICES (Brie Provided)

CONSULTING SERVICES

YELP

EMAIL MANAGEMENT

Targeted Email or Text

SIGNAGE

Other

SOCIAL MEDIA ADS - #1

SOCIAL MEDIA ADS - #2

SOCIAL MEDIA ADS - #3

SOCIAL MEDIA ADS - #4

SOCIAL MEDIA ADS - #5

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