Digital Ad Sales Process Workflow Template

OpsDog Digital Ad Sales Workflow - Preview Image

Overview: Digital Ad Sales Workflow Template

This workflow template illustrates the marketing and sales of digital (online) advertising space to advertisers and/or ad agencies, including initial sales presentations, creative briefing, ad performance analysis and billing. Purchase and download this template in PDF, PowerPoint (PPT) and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand the Digital Ad Sales process.

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Process Details and FAQ: Digital Ad Sales

What is included in the Digital Ad Sales process?

The Digital Ad Sales process involves coordination between sales representatives, account executives, creative team members (graphic designers, conversion specialists) and advertising analytics team members to sell and monitor ad space for third parties. Account executives and sales staff members meet with potential clients to determine their needs and negotiate the details of the engagement (ad space cost, timeframe, goals, etc.). If the client decides to move forward, the creative process begins - graphic designers and conversion specialists configure and test the layout and placement of the advertisement(s). Once the ad is live, the client is provided with frequent reports detailing the performance of the ad(s).

Which KPIs, or metrics, are typically used to measure this process?

The following metrics may be used to measure the Digital Ad Sales process:

  • 1.Calls Handled per Representative
  • 2.Click-Through Rate (CTR)
  • 3.Cost per Thousand Impressions (CPM)
  • 4.Lead-to-Close Rate
  • 5.Lifetime Customer Value (LTV)
  • 6.Sales Representative Activity Breakdown: On-Phone

Which employees and/or departments are involved in this process?

The following parties are typically involved in the Digital Ad Sales process:

  • Customers/Sales Prospects
  • Account Executives (AE)
  • Sales Representatives
  • Graphic Designers & Conversion Specialists
  • Advertising Analytics Team Members
  • Accounts Receivable (AR) Department

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.

How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.

How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF, Visio (VSD) and PowerPoint (PPT) formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.

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  • Workflow Template


    Digital Ad Sales

    - Instantly download files
    - Includes PDF, VSD, PPT file formats
    - Customize PowerPoint, Visio versions
    - Mapped in BPMN 2.0 format


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