Dr. Robert A. Needham, Wealth Exponential

Your WE Immersion sprint is in setup. LinkedIn, email, Meta, and display fire once the Service Order is signed and the sprint fee is paid.

Current stage: Onboarding + paperwork

Event: WE Immersion — July 23–26, Birmingham

Target audience: Aspiring owners, ages 40–60

Channels: LinkedIn, email, Meta, display

Sprint duration: 2 weeks pre-event

Projected go-live: ~3 days post Service Order signature

Build progress 2 of 11 steps complete

What we need from you

Signed onboarding document
Click the link, fill it in your browser, save, and we'll receive it. Form fields are baked into the PDF.
Open your onboarding doc
Signed Service Order
Same flow as the onboarding doc. Click, sign in your browser, save. This kicks off campaign asset production and sprint launch.
Open your service order
Your calendar booking URL
We install the AudienceLab pixel on your WE Immersion registration page so every prospect who registers is identified and scored. Reply with the link or drop it in the folder.
Content for your microsite
Any WE Immersion assets you want featured — keynote clips, prior event footage, attendee testimonials. A short founder video works great. If not, we launch with what we have and backfill later.
Upload to your secure folder

Initial intake callDone

First call complete. Event, audience, and channel plan captured.
Paperwork and service agreementIn progress

Onboarding doc and Service Order linked above. Sign in your browser.
Audience + Creative BriefUpcoming

Delivered after Service Order signed. Ages 40–60 aspiring-owner segmentation + creative direction across LinkedIn, email, Meta, and display.
Custom branded URLDone

This dashboard. Live and configured for Wealth Exponential.

Campaign assets builtUpcoming

LinkedIn ads, email sequences, Meta creatives, and display banners produced against the WE Immersion positioning. Triggered by Service Order signature.
Sending inboxes provisionedUpcoming

Mailboxes provisioned for the sprint window. Sender: Dr. Robert A. Needham.
DNS and deliverabilityUpcoming

SPF, DKIM, and DMARC configured on the sending domains.
Pre-sprint QAUpcoming

Test sends, creative review, and audience QA the day before launch.
Event landing pageUpcoming

WE Immersion registration page built after content collected. AudienceLab pixel installed.
AudienceLab pixel on calendar URLNeeds you

Waiting on your calendar URL. Installs in under 10 minutes once we have it.
Content collectedNeeds you

Waiting on WE Immersion assets: prior event footage, keynote clips, or testimonial video. We can launch without and backfill.

Four channels loadedUpcoming

LinkedIn, email, Meta, and display cadences all loaded and scheduled to fire on sprint start.
Sprint liveUpcoming

All four channels fire on go-live date. Runs for 2 weeks up to WE Immersion July 23–26.
Post-sprint reportingUpcoming

Registrations, event attendance, replies, and channel-level attribution delivered within 48 hours after the event closes.