Discovery Form

Discovery Form

For confirmed new orders only
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 ID
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)*

SEOSEMSocial Media Advertising - PaidPremium Sponsored ContentBlogs / Content ManagementMontage VideoVancouver is AwesomeCommunity Leaders ProgramIntegrated Content HubEastward Media ProductsIQ PollingEmail Marketing
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*

MonthDayYear
Date
Intended Start Date*

MonthDayYear
Date
End Date*

MonthDayYear
If product has a single launch date, you can use same as Start Date
Email Marketing package*

StandardEnterprise
SEO Package (Pro/Enterprise package requires quote)*

SEO Basic (5 keywords)SEO Plus (12 keywords)
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.*

Yes
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?

YesNoUnsure
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.*

I understand.
Social Media Management - Organic: Package*

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

Pro (Social Media Management + Social Media Advertising)Pro LiteStrategy Deep Dive Workshop
Client's website URL*
Select existing social channels. If needed, we can create accounts for certain channels.*

FacebookTwitterInstagramPinterestLinkedInTikTokGoogle My BusinessYouTubeOther
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.*

I understand.
Social Ads Package*

Paid Social SinglePaid Social DoublePaid Social Executive
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

Facebook/InstagramLinkedInPinterestTikTok (Social Media Integrated only; Conditions Apply)
Has the client done this type of advertising before?*

YesNoUnsure
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*

SEM Basic (max $699 monthly ad spend)SEM Plus ($700-$2499 monthly ad spend)SEM Pro ($2500+ monthly ad spend)Performance Max ($2500+ monthly ad spend between PMax + Search)YouTube Ads ($2500+ monthly ad spend)Local Service Ads ($700+ monthly ad spend)Google Shopping ($700+ monthly ad spend)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.*

Yes
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

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

YesNoNot sure
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.

LeadsSalesBrand AwarenessOther
SEM: Monthly ad budget ($)*
Ad spend, paid to Google directly with client's credit card. Not including Management Fee.
What is the monthly SEM Pro management fee? ($)
30% of campaign budget
Web Package*

Single Page WebsiteWordPress Theme - 5 pageWordpress Theme - 10 pageWebsite hosting and maintenance
Content Package*

2x Blogs4x Blogs5-page Website Content10-page Website ContentSEO Content Creation
What topics or keywords will the content focus on?
What type of montage video would you like?*

General brandEducation/TrainingPSAProduct/ServiceCompanyTestomonialOther
Select all that apply:*

Client will provide photo assetsLodestar will use stock images
Where will the video live?*

WebsiteFacebookInstagramYouTubeOther
What is the main goal of the video

Brand awarenessDrive trafficGenerate leadsCampaign awarenessInformationOther
Key message
Who is the target audience?*
Geographic, demographic, etc.
Do you have a suggested Call to Action

Phone callSign upLearn moreSubscribeEnter contestOther
Are there any example videos we should look at for inspiration?
VIA Product

Single article (1 sponsored article, 1 Facebook post, 2 Twitter posts, daily newsletter inclusion, 3 days on homepage)Article with Contest - 1 Facebook Ad, 2 Twitter posts, VIA Daily E-newsletter inclusion)"Is Awesome" logo takeoverTweetsDaily newsletter ad (inclusion or display ad)Speciality newsletter ad (Forking Awesome, The Wanderer, Pass It To Bulis, BC Is Awesome, Weekend Edition, etc.)Dedicated content hubSocial Branding Combo: 2 tweets, Dark FB ad, 1 day newsletter placementVIA couponVIA Profiles of ExcellenceOther
VIA Packages

Cool packageWicked packageAwesome packageAwesomist packageOther
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

MonthDayYear
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.
Sponsored Package Type

Market A / VIA / BIVMarket BOther
In which market (or markets) will the piece appear?*
Include intended print date for each if applicable
Does the article include the following?

ListicleContestOther
Client's Facebook Business Page URL*
If the client does not have a Facebook page, we cannot include a Facebook ad
Is the content already written?

Yes, it is already written / Client will supply initial versionNo, it will need to be created by the Lodestar Digital team
Please send this Content Briefing form link to the client to fill out. Note that the soonest live date is 10 business days from when the brief is sent back.
Online Start Date

MonthDayYear
If written by GMD, live date must be at least 10 business days from when client submits the brief OR 5 business days if article is supplied
Intended print start date (if applicable)

MonthDayYear
Must be booked separately into Naviga to reserve space in the paper
Community Leaders Package*

Market A, Weekly ArticleMarket A, Monthly ArticleMarket B, Weekly ArticleMarket B, Monthly ArticleOther
Which community website will feature the articles?*
What is the primary topic/category for the articles?
If still unknown, you can leave blank
Polling Package*

Single Market (400 responses)Multi-Market (1500 responses)Nationwide (5000 responses)
Eastward Media Product

Chinese Social Video Sponsored Content - Package AChinese Social Video Sponsored Content - Package BChinese Social Video Sponsored Content - Package CRedNote - Account Creation and SetupRedNote - Monthly ManagementWeChat Social Management - Account Creation and SetupWeChat Social Management - Monthly ManagementWeChat KOL Advertorial campaignWeibo - Account Creation and SetupWeibo - Monthly ManagementWeibo Tips Banner adsChinese programmatic display adsChinese programmatic video adsBanner Ads - China-approved creativeOther
Please complete this Chinese Social Sponsored Video Content Briefing Form separately so that we can proceed with the campaign.
Monthly Cost ($)
Amount for all products (provide breakdown in Notes field)
Number of months
Total Digital Cost ($)*
Total to be billed (excl. print). Does not include any ad spend paid with client's credit card.
Additional Campaign or Billing Notes, and client's other Lodestar products (with estimated total monthly $ spend)
Include specific details, such as cost breakdown (if there are multiple products or a print component), first billing month, etc.
Upload all relevant files

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Discovery Form

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