Internal resources

FTM Operations Kit

Lightweight templates for pilot outreach, client intake, shoot days, review systems, retention tests and monthly reporting. Built for early execution, not a complicated dashboard.

Client Intake Form Template

Copy this into Tally, Google Forms or a client onboarding doc. Keep the answers short enough to review before a call.

Business name

Owner/manager name

Phone number

Instagram handle

TikTok handle

Website

Business type

Location

Current posting frequency

Biggest challenge right now

Are you currently collecting customer numbers/emails?

Do you actively ask for Google reviews?

What days/times are usually quiet?

What products/items do you most want to push?

Are you open to a 30-day pilot partnership?

Best time to call

- Business name:
- Owner/manager name:
- Phone number:
- Email:
- Instagram handle:
- TikTok handle:
- Website:
- Business type:
- Location:
- Current posting frequency:
- Biggest challenge right now:
- Are you currently collecting customer numbers/emails?:
- Do you actively ask for Google reviews?:
- What days/times are usually quiet?:
- What products/items do you most want to push?:
- Are you open to a 30-day pilot partnership?:
- Best time to call:

Lead CRM Template

A simple outreach tracker for Notion, Google Sheets or Airtable. Score fit based on product quality, visual appeal, owner ambition and clear gaps in content, reviews or retention.

Business name	Location	Type	Instagram	TikTok	Google rating	Review count	Contact name	Contact method	Stage	Last contacted	Follow-up date	Notes	Potential fit score	Pilot offered?	Outcome
-	-	-	-	-	-	-	-	-	Not contacted	-	-	-	-	-	-

Not contacted

Contacted

Interested

Meeting booked

Pilot offered

Pilot active

Converted

Not interested

Columns:
- Business name
- Location
- Type
- Instagram
- TikTok
- Google rating
- Review count
- Contact name
- Contact method
- Stage
- Last contacted
- Follow-up date
- Notes
- Potential fit score
- Pilot offered?
- Outcome

Stages:
- Not contacted
- Contacted
- Interested
- Meeting booked
- Pilot offered
- Pilot active
- Converted
- Not interested

30-Day Hospitality Growth Pilot

Purpose

Test whether FTM can improve content consistency, review capture and customer follow-up for the venue.
Create enough real work to understand fit before proposing a longer monthly retainer.

What FTM provides

Planning, shoot direction, content production and posting support.
A simple Google review QR system and basic monthly performance summary.
Clear recommendations for the next month based on what was learned.

What the business provides

Access to the venue during agreed shoot windows.
Permission to film products, team activity and customer atmosphere where appropriate.
Timely feedback, account access if needed and honest context about quiet days or priority products.

Deliverables

1-2 shoot days
8-12 short-form videos
TikTok/Instagram posting support
Basic profile/account optimisation
Google review QR system
Simple monthly performance summary
Recommendations for next steps

Timeline

Week 1: audit, plan, account checks and shoot planning.
Week 2-3: shoot, edit, post and set up review/customer prompts.
Week 4: review performance, summarise learnings and discuss next steps.

Expectations

The pilot is designed to test execution, consistency and fit.
FTM does not guarantee revenue, bookings or viral results.
Results depend on product quality, offer strength, local demand, consistency and client cooperation.

Permission to use content/results

Agree what content FTM can use in its portfolio, social channels and case study materials.
Do not publish private business data without approval.