Onboarding Media Buying

Note: Unsure how to answer a question? Just type "pass" and continue.

Company & Brand Info

Full Name *

Email *

Phone *

Business Name *

Company Email *

Practice Phone Number for Ads *

Business/practice hours? *

Industry/Niche *

Select your business niche

Technology & Software
Health & Wellness
E-commerce & Retail
Business Services
Real Estate & Property
Finance & Investing
Education & Learning
Food & Beverage
Creative & Entertainment
Travel & Lifestyle
Automotive
Sports & Outdoors
Legal & Government
Construction & Industrial
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Brief Description of Your Business *

What makes your business unique (USP)? *

Goals & Marketing Objectives

What are your primary business goals? (Sales, leads, brand awareness, customer retention etc.) *

What are your short-term marketing goals (3–6 months)? *

What are your long-term marketing goals (6–12 months)? *

What KPIs or success metrics do you use to measure results? *

Any past marketing efforts worth noting? (Platforms used, results, lessons) *

Any specific offers, packages, pricing of services to advertise as promotion? *

Who are your top 3 competitors? *

Website & Funnel

What is your goal with your website? (Sell, collect leads, book appointments, etc.) *

Do you need any landing pages or funnel setups? *

e.g. Lead generation page, webinar funnel, sales page

Yes
No
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What tools do you use? (CRM, booking systems, analytics, etc.) *

Social Media & Content

Do you have any of the following Social Media Platforms? If yes, what are the links?

Facebook *

Instagram *

LinkedIn *

Tiktok *

Google My Business *

What type of content performs well for you? *

Do you have a content calendar? If so, please share it with us. *

Preferred brand tone: *

Please upload any existing assets you want us to use (images, videos, captions) *

Provide 4-6 qualifying questions to be using on the Meta Instant Form: *

Paid Ads

Have you run paid ads before? *

Select an option (Yes/No)

Yes
No
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Which platforms? *

e.g., Facebook, Google, Instagram, LinkedIn

Facebook
Google
TikTok
Instagram
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What’s your monthly ad budget: *

What is your target location(s)? *

What is your main conversion goal? *

Select a goal (Leads, Sales, App Installs, etc.)

Leads
Sales
Discovery Calls
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Design

Please attach your Google Drive link with the logo. *

Do you have a brand style guide or branding materials? *

Select an option (Yes/No)

Yes
No
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What is the preferred color scheme for the designs? *

Are there any references that serve as inspiration? *

What kind of creative content would you like? *

CRM & Automation

Are you using a CRM? *

Select an option (Yes/No)

Yes
No
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What workflows or automations do you need? (e.g., email/SMS follow-ups) *

What integrations do you need? (e.g., Zapier, Calendly, Stripe, etc.)? *

Project Management

Who will be the main point of contact for the project? *

What is the preferred method of communication? *

Select an option (SMS, Email, Both)

SMS
Email
Both
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Anything else we should be aware of? *

Inform your availability: *

Calendar Meeting Location (Discovery Call):

Please select one of your preferred meeting types: *

Select a platform (Zoom, Office, Phone Call)

Virtual (Zoom, Google Meet, etc.)
In-Office Visit
Phone Call
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4317 NE Thurston Way Suite 200, Vancouver WA 98662

(844) 883-4248