Discovery Form

Lodestar Digital's 2026 Rate Card can be found here (access with your Lodestar account or request access with your work email if outside of Lodestar).

Programmatic orders and Non-Naviga Community Display orders should be entered on the forms in those links. Any markets using Naviga should use that system to book Community Display.

The following products require a Quote before the order can be processed: Social Media Contest, SEO (Enterprise), Wordpress Theme Plus Website, Landing Page, Marketing Request.

If a campaign is being renewed, or a product quote has been accepted by the client, use the Extension form.

Note that most products require a 30-day cancellation notice which should be built into agreements with clients.

Fields with a * are required.

For any changes needed to this form, please reach out to Ian at ismith@lodestarmedia.ca

Sales Rep Name

Sales Rep Email

name@example.ca

Sales Rep Market

Publication or division

Your Name

If different from above

Your Email

name@example.ca

List your sales manager, customer success specialist and anyone else to invite to the project

Include emails

Product (Select all that apply)

Client company name

Naviga Campaign ID

Write 'none' if billing is entered outside of Naviga

Client contact

Client email

name@example.ca

Client phone number

Client website

Today's Date

Date

Intended Start Date

Date

End Date

If product has a single launch date, you can use same as Start Date

Email Marketing package

SEO Package (Pro/Enterprise package requires quote)

The SEO team requires back-end website access in order to effectively deliver results. We expect to receive cPanel/hosting login details, or access to the client's FTP (File Transfer Protocol) and CMS (Content Management System), along with Google Account details (Analytics / Search Console / Google My Business).

I and my client understand that SEO performance will be very limited until we have proper access.

What keywords or products/services would you like to highlight in this campaign?

Separate items by commas

Which geographic area are you looking to target?

If you already have login details for any of the client's accounts, please include them here.

CMS/ FTP / cPanel / Hosting login / Google account

Does the client have an existing Google My Business account?

This Social Media service requires client logins. I have explained to my client that work on their project will not begin until we have access.

Social Media Management - Organic: Package

Social Media Integrated: Package (Note that Social Elite requires a quote request form to be submitted)

Client's website URL

Select existing social channels. If needed, we can create accounts for certain channels.

This Social Ads service requires multiple levels of platform access. I have explained to my client that work on their project will not begin until we have access.

Social Ads Package

Social Ads: Monthly Ad Budget ($)

Please note this will be paid to Facebook directly with the client's credit card information (collected later) and is not included in the management cost.

What is the monthly Social Ads: Executive management fee? ($)

30% of ad budget

Social Ad platforms included

Has the client done this type of advertising before?

Client's Social profile URL

If multiple, include in Notes field below.

List the client's biggest competitors

Include websites

If the client has any upcoming special events/promotions, provide dates and details here.

SEM Package

Other

The SEM team requires access to a number of client accounts in order to effectively deliver results. We expect to receive access to the client's CMS (Content Management System, such as Wordpress), along with Google Account details (AdWords / Analytics / Search Console).

I and my client understand that SEM campaign performance will be very limited until we have proper access.

Google Ads has an AI feature that leverages the current set up to handle certain aspects of the campaign. Google's algorithm can select similar keywords to bid on, write ad copy, and pull images directly from your website, to help reach more potential customers. Click here for more details.

Opt-in to AI Max for Search

Does the client have an existing Google Ads (formerly AdWords) account?

What is the client's 10-digit Customer ID?

(see below for where to find this)

Which keywords / products / services would you like us to focus on?

Keywords should focus on products and/or services the client is looking to promote.

Please list some of your competitors URLs

website addresses here

What is the goal of Pay Per click campaigns? You can choose combination of options or specify your own.

Other

SEM: Monthly ad budget ($)

Must be a number. Ad spend, paid to Google directly with client's credit card. Not including Management Fee.

What is the monthly SEM Pro management fee? ($)

30% of campaign budget

Content Package

What topics or keywords will the content focus on?

What type of montage video would you like?

Select all that apply:

Where will the video live?

What is the main goal of the video

Key message

Who is the target audience?

Geographic, demographic, etc.

Do you have a suggested Call to Action

Are there any example videos we should look at for inspiration?

VIA Product

VIA Packages

Please complete this form if a Newsletter Inclusion in included: https://form.jotform.com/glacier_media/inclusion-briefing-form

Please complete this brief if VIA coupon is included:

https://form.jotform.com/glacier_media/via-newsletter-coupon

Coupon live date

Must be a Monday. Note that it will be included in the Monday + Wednesday newsletters in that week

Premium Sponsored Content

Contact Person

(If different than the info added at the beginning of the form)

Contact Email

example@example.com

Contact phone number

What is the goal of this sponsored content piece?

If content is promoting an event, the launch date must be 1 month prior to event.