Execution brief

No meetings. No strategy. No interpretation.
We execute tasks exactly as instructed. To start, send the required inputs for your selected service.

Send to: briefings@lead2cashflow.com
Subject: Execution Brief – [Brand] – [Service]
Example: Execution Brief – ClinicX – Meta Ads Setup


Required for every request

  1. Service selected (from the list below)
  2. Deadline (date + timezone)
  3. Access (logins/invites + permission level)
  4. Assets (copy, files, brand kit—whatever applies)
  5. Definition of “done” (what counts as complete)


Service checklists

1) MailerLite Setup (Account + Domain)

Send:

  • MailerLite login or invite (admin access)
  • Domain registrar access OR DNS records access
  • Sender name + sender email
  • “From” address + reply-to
  • List/group name(s)

Optional:

  • Brand kit (logo, colors, font)


2) Web Form Implementation (MailerLite)

Send:

  • Target list/group name

  • Form fields required (name/email/phone/etc.)

  • Embed type (inline / pop-up) + target URL

  • Design rules (brand kit or a reference link)

  • Success message / redirect URL


3) Automation Setup (MailerLite)

Send:

  • Trigger (form submit / tag / group join / etc.)

  • Emails (subject + body) in final form (doc is fine)

  • Timing rules (delay days/hours)

  • Any tags/groups to apply

  • Stop conditions (when to end automation)


4) Video Editing (≤ 5 minutes)

Send:

  • Raw footage file(s) or download link

  • Output format (9:16 / 16:9 / 1:1) + resolution

  • Subtitle text or transcript (final)

  • End card / CTA asset + exact placement/time

  • Examples (optional): 1–2 reference videos


5) Web Page Layout (Per Page)

Send:

  • Final copy for the page (headings + sections)

  • Platform (WordPress/Webflow/etc.) + access

  • Brand guidelines (colors, fonts, spacing rules)

  • Page references (a page to match / layout template)

  • Required embeds: maps / WhatsApp button / forms (provide links/IDs)


6) Ads Account Technical Setup (Meta or Google Ads)

Send:

  • Platform selected (Meta / Google)

  • Admin access to Business Manager / Google account

  • Website/domain access for verification

  • Pixel/tag details (if existing) OR confirm “new setup”

  • Destination URL(s)

  • List of required assets to connect (Page, IG, catalog, etc.)


7) Ad Testing Batch (25 ads minimum)

Send:

  • Campaign objective (as specified by client)

  • Targeting instructions (provided by client)

  • Budget + dates (provided by client)

  • 25 ad variations:

    • copy (primary text + headline)

    • creative files (image/video)

    • destination URL

  • Naming convention (optional)

We do not create variations. We launch exactly what is provided.


8) Google Business Profile Setup & Population

Send:

  • Business name + address + phone

  • Categories (primary + secondary) provided by client

  • Business description (final)

  • Services list (final)

  • Hours

  • Website/booking URL

  • Photos (logo, cover, clinic/location images)

  • Access to Google account for ownership/verification


Important notes

  • We do not provide strategy, copywriting, optimization, or advice.

  • Incomplete inputs = delayed execution.

  • One round of technical corrections is included. Additional changes are new tasks.


Execution & Acceptance

A task is considered delivered once the requested setup, implementation, or asset has been completed and made accessible via the agreed platform, account, or delivery link.

If no technical issues are reported within 5 business days of delivery, the task is considered accepted.

Requests for changes outside the original brief are treated as new execution tasks and quoted separately.