NEW CLIENT ONBOARDING FORM

Step 1: Please submit this form to begin onboarding

SECTION 1: Business Information

Primary Contact Full Name *

Primary Contact Phone *

Primary Contact Email *

Primary Contact's Role with the Company? *

Business Name *

Business Address (If a physical location, if not then answer "Online") *

Business City *

Business State *

Business Country *

Business Postal code *

Business Website *

What type of product(s) or service(s) do you offer? *

What is your unique selling proposition (USP)? (What makes you stand out from the competition?) *

SECTION 2: Target Audience & Market Information

Who is your ideal customer? (Demographics: Age, Gender, Location, Income, etc.) *

What are your customers' biggest challenges or pain points? *

What solution(s) does your business provide to those challenges? *

Do you have any audience insights, such as past customer data or behaviors? *

SECTION 3: Goals & Objectives

What is the main goal of your Facebook ad campaign? (Examples: Lead generation, increase sales, event registration, brand awareness.) *

What does success look like for you? (E.g., specific number of leads or sales per month) *

Do you have any key performance indicators (KPIs) to measure success? *

SECTION 4: Social Media & Advertising History

What social media platforms are you currently using? *

Have you run Facebook/Instagram ads before? *

Yes

If yes: What worked well?

If yes: What didn’t work as expected?

Are you currently working with any other marketing or ad agency? *

Yes

SECTION 5: Offer & Funnel Details

What is the product/service or lead magnet you want to promote? *

Do you have any upsells or downsells you'd like to include? *

Do you have any special offers, discounts, or promotions running? *

Do you have a current customer email list that we could target? *

Yes

SECTION 6: Ad Creative & Content Requirements

Do you have any imagery, videos, or graphics related to your business that we could use? *

Yes

What tone or style do you want your ad copy to have? (E.g., professional, playful, luxury, bold, comedic, etc.) *

SECTION 7: Budget & Timeline

What is your monthly advertising budget? *

Do you have a preferred campaign start date? *

SECTION 8: Compliance & Restrictions

Are there any industries, competitors, or groups you want us to avoid targeting?

Are there any words, phrases, or messaging you want us to avoid?

Does your business need to comply with any specific regulations (e.g., HIPAA, GDPR)? *

SECTION 9: Access & Permissions

Who will be our primary point of contact for approvals and questions? *

Please provide access to the following:

Facebook Business Manager ID
Ad Account Access (if applicable)
CRM/Email System Login (if needed)

SECTION 10: Additional Information

Do you have any other specific requests or ideas for your ads/funnel?

Is there anything else we should know about your business or goals?

Thank You

Thank you for taking the time to provide this information. Once submitted, our team will begin crafting a strategy tailored to your business needs. We look forward to driving results together!