GAS Marketing — ROC Campaign Client Briefing

About Your Business & Offer

Required before kickoff · Day 1

Your Main Objective for the Next 30 Days *

Be specific. Vague objectives produce vague campaigns.

What You Sell (Offer Summary) *

Pricing Range *

Target Regions *

3 Examples of Your Best-Fit Customers *

3 Examples of Your Worst-Fit Customers *

Competitors or Alternatives Your Prospects Currently Use *

Your Name *

Your Email *

Company Name *

LinkedIn Profile URL (Campaign Account) *

Sales Assets & Materials

Upload your files to Google Drive or Dropbox and share the link below

What to include in your shared folder:

Sales scripts or call notes — anything your team currently says to prospects. Rough notes welcome.
Email templates — current outreach or follow-up emails you send to prospects.
Case studies or testimonials — real results we can reference in outreach to build credibility.
Brand / tone of voice document — so the AI agent sounds like your company, not a generic bot.

Shared Folder Link *

Create a folder, drop in your files, set sharing to "Anyone with the link", and paste the URL here.

Website URL

Additional Notes

Your Ideal Customer Profile (ICP)

We build this with you — give us a head start

Target Job Titles *

Target Industries *

Company Size (Employees) *

Titles / Company Types to Exclude *

What Problem Are They Experiencing Right Now? *

What Outcome Do They Want? *

What Triggers Them to Act? *

Your Primary Success Metric

Pick ONE — the entire campaign aligns to this number

Qualified Replies Meaningful responses from ICP-matched prospects on LinkedIn.

Booked Calls Confirmed discovery or sales calls in your calendar from campaign leads.

Pipeline Value Created Total rand value of deals opened from campaign-sourced leads in your CRM.

Your Target for the First 30 Days *

Please Note

If you choose "booked calls," we report only on confirmed calls — not unqualified replies. If you choose "pipeline value," your sales team must log deals from our leads in your CRM. Be realistic about what your team can consistently track.

During the Campaign: Rules of Engagement

Your LinkedIn account is the asset — these rules protect it

🚫 Critical

Your LinkedIn account runs through a protected browser environment (GoLogin) with a dedicated proxy. Logging in from your personal browser, phone app or any other device creates a fingerprint conflict that can trigger an account restriction or permanent ban. When in doubt — contact your GAS manager before doing anything.

✓ Do These Things

Reply to GAS feedback questions twice a week (Tues & Thurs) during the first 2 weeks.

Approve ICP, messaging & profile mockup within 24 hours of receiving them.

Publish one LinkedIn newsletter per week using the draft and topic we send you.

Tell us immediately if you change your LinkedIn password, email or phone.

Forward any prospect replies that reach you directly outside the system.

Follow up on High-Intent leads within 2 business hours via the PSI Platform.

✗ Never Do These Things

Do not open LinkedIn on your personal browser, phone or any other device.

Do not message any prospect directly — manual messages break the sequence.

Do not manually accept or ignore connection requests.

Do not change your LinkedIn profile without checking with us first.

Do not share your credentials with anyone other than your GAS manager.

Do not go silent. 5+ days no response = campaign paused.

I have read and understood the Rules of Engagement above. I will not log into LinkedIn on any device other than the one GAS has configured for this campaign.

Your Commitments

All items must be in place for a successful launch

Complete this form and return it with all attachments to your GAS account manager.

Approve the ICP summary — sent Day 1 or 2. Review and sign off within 24 hours.

Approve messaging v1 — we draft outreach messages and need sign-off before anything is sent.

Approve & implement LinkedIn profile mockup — delivered Days 4–5. Your profile is your landing page.

Publish one LinkedIn newsletter per week — we provide the topic, draft copy and image idea.

Reply to GAS twice per week (Tues & Thurs) for the first 2 weeks with short answers.

Follow up on High-Intent leads within 2 business hours of them appearing in PSI Platform.

Campaign account holder available on Day 2 to assist with the LinkedIn connection setup.

Campaign Timeline at a Glance

What happens and when

Day

Kickoff & ICP Build

This form returned. Kickoff call complete. ICP drafted and sent for same-day or next-morning approval.

Day

LinkedIn Connected & Lead List Imported

Account connected via GoLogin with residential proxy. Lead list imported from Sales Navigator. Safety settings locked.

Day

Campaign Live — Copilot Mode

Outreach begins. All AI replies reviewed by a human for the first 2 weeks. Daily monitoring active.

Days

4–5

Profile Mockup & WhatsApp Agent

LinkedIn profile recommendations delivered. WhatsApp AI qualification agent built and tested end-to-end.

First Newsletter & Qualification Active

First LinkedIn newsletter published. WhatsApp qualification live. Leads begin entering the PSI Platform.

Messaging Optimised · First Leads Delivered

A/B tests running. Messaging refined from real replies. First qualified leads handed to your sales team via PSI.

Autopilot (If Ready) · Full Funnel Running

Campaign moves to fully automated mode once all safety criteria are met. End-to-end lead funnel operational.

How Your Leads Are Scored & Delivered

What your sales team receives — and when to act

Score	What It Means	What Happens	Your Action
HIGH	Sales-ready. Clear pain, timeline under 90 days, decision-maker involved, no blocking objections.	Immediate handover via PSI Platform with full brief: pain points, objections, timeline, decision-makers & recommended approach.	Within 2 hours
MEDIUM	Interested but not ready. No urgency, needs others involved, still exploring.	Enters WhatsApp & email nurture sequence. System follows up automatically. Re-qualifies when they respond.	No action needed
LOW	Not a fit right now. Wrong ICP, no budget, no real pain, or B2C.	Politely closed and archived. Periodic reactivation messages sent if timing was the issue.	No action needed

What You See in the PSI Platform

Every High-Intent lead arrives with a full intelligence brief: what triggered their interest, pain points raised, objections to expect, their timeline, who else is involved, and a recommended approach for your first call. No more walking into calls blind.

Ready to Submit?

Once you submit, your GAS account manager will receive all your answers instantly and will be in touch to schedule your kickoff call. Make sure you've ticked everything in Section 6 before submitting.

Submissions are delivered securely via Formspree.

Briefing Submitted!

Thank you — your GAS account manager has been notified and will be in touch shortly to schedule your kickoff call. You're one step closer to your first qualified leads.