SwiftSocial / Dealer field notes

Your next generator campaign.
One clear brief.

Use this worksheet with your team and dealer representative. Record the current program rules, the campaign you want to run, and who owns the next step.

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01 / Know the program

Company / dealer accountManufacturer / program / yearAvailable funds confirmed by representativeEligible rate, cost base and maximumActivity deadlineClaim deadline

02 / Define a campaign you can deliver

Service area / target homeownerInstallation capacity / campaign datesOffer and qualification criteriaFollow-up owner / response processSuccess definition (inquiries, estimates, installs)

03 / Separate the budget assumptions

Record each category's amount and eligibility decision. Use the current program's confirmed rules; do not assume all services qualify.

Media spend / eligibilityCreative production / eligibilityAgency services / eligibilityWebsite or search work / eligibilityTotal cash budget / forecast reimbursement / approval still needed

04 / Keep the campaign file complete

Current rules, identifiers and deadlinesCampaign plan and itemized budgetActual creative and required approvalDelivered-ad evidence and spend report

Invoices and payment recordsSubmission receipt and requested amountDecision and follow-up requirementsPayment confirmation and final amount

Open questions / missing evidence / responsible person