Agency Summit Pinterest -- Read some notes

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Tim Kilroy was the keynote speaker…he shared about agency positioning.

My takeaway…Return on Understanding is a vibe check…are we on the same page…do we understand each other?

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Answer these questions
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Watched Land More Agency Clients Using Pinterest Audits with Chris Rudolph

Don’t guess diagnose—be like a doctor
Don’t pressure…invite — be the Costco sample people…invite to try
Don’t tell…help
Don’t sell…prescribe what they need
Don’t wing it…use a framework!

What is a framework?

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Examples

Use a template

Present the results

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use stop light approach

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rate key areas
give recommendation

Prescribe the solutions
give them 1-2 options max

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only do 2 so people don’t get confused

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Start onboarding client first 30-90 days

It’s a framework not a formula

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Chris gave some great examples of actual landing pages

Use Calendly page to schedule audits…and get key audit info in advance.
DO a LIVE review…don’t just send a pdf

Get…
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This was a great discussion…I plan to come back and rewatch

Watched The Essential Omnichannel Strategy for Massive ROI on Pinterest with @jennifer2

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she talked about WHY Pinterest…very interesting!

Search is the new social…

  • keywords are important
  • Pinterest can help identify keywords you aren’t aware of
  • Pins last forever – momentum happens even years later without spend on ads

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Watch the session…at the end she gave us a link for special videos that go deeper!

Watched Supercharge Pinterest Content with Canva - Create Visuals on-Brand, at Scale, and in Sync as a Team with @donna2

Discussing…
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Donna showed how to setup brand in Canva

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She showed the importance of using folders

She showed how do make a template and gave some tips on how make templates then showed how to make it a brand template

Big Tip…you can LOCK POSITIONS of shapes and type and logos!!! Still let’s people change the type and photos.

BTW you can also set design approval if you want the users to get the designs approved.

Create Pinterest content
Use templates…even video ones!

Donna showed how to apply brand colors to a Pinterest template.

She also explained how to use Magic Write for copy

Loved the animation tips she gave for using Magic Animate

Also great tips on how to get templates via Magic Design and then apply brand colors — with just a few clicks.

I’m a major Canva user and I learned some great tips to save me some time! Watch this session!

Watched Mastering the Pin-scape: Navigating the Unique Challenges & Opps of Pinterest Ads with @laurarike

Laura talked about Client Fit
Use a calendar to set an appointment
Send them to a form like :point_down: to see if they are a good fit

Pricing

Laura talked about pricing and being invested and attributed revenue.

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Client Communication
Laura talked about her process with this…very interesting…watch for details.

she also shared her template
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Laura next talked about Onboarding

  • Set custom dashboard +.tracking in Pinterest
  • Use an internal tracker to track how things are going internally with clients
  • give pdf to clients about what you are doing (naming, conversion, budget, graphics, client signoff) – create client back and forth to support client better
  • onboarding task template in Google/Excel
  • Share Google Drive folder for clients with checklists, internal client notes, templates, keyword trackers, utm builder, etc. – clients like to see this

If you have an agency…even if you aren’t doing Pinterest ads…this is a must-watch! This is impressive!

Feel free to reach out to Laura with questions.