Blue Finn Media: Client Onboarding Form

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Basic Information: Company NamePlease include your brand's name as well as your official business name.
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Basic Information: Location & Time ZoneWhere are you located and what is your primary time zone? (If it is different per team member, please list the timezone that you think is most relevant for us working together)
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Basic Information: Business AddressPlease include your official name and address so we can include it on any relevant invoices.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
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Basic Information: Business Identity & Tax Number Please include your relevant business identity and/or company tax registration number so we can include them on your invoice. We have clients all over the world, so this will depend on your country. If you're unsure, reply to your onboarding email with your query and and skip this question for now.
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Your Brand & Assets: Shopify URLPlease provide your myshopify.com URL (if you don't use Shopify please skip this step)
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Your Brand & Assets: Shopify Collaborator CodeYou can find this 4-digit code in your Shopify dashboard under Settings > Users and Permissions > Collaborators.
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Your Brand & Assets: Google Ad Account IDPlease provide your Google Ad Account ID. (To find this you can sign into ads.google.com. Your Ad Account ID is then found under your name in the top-right hand corner of the page) Note: If you don't have a Google Ad Account, or if you're having problems with finding your ID then don't worry. Just type "can't find it" in the answer box and move on.
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Your Brand & Assets: CSV File of Customer Written ReviewsPlease provide a CSV file of your customer reviews (Preferably 500+ reviews to have enough data) This is extremely important - we will use AI to mine these reviews to truly understand why people buy your products.
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Your Brand & Assets: Other Reviews and TestimonialsPlease link any review or testimonial sections you have across the internet, including but not limited to website reviews, third party review sites, Google reviews, social reviews etc. Please link as many as possible - this is critical to truly understanding why your customers buy your products.
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Your Brand & Assets: Link to Files Of Customer Video TestimonialsPlease provide a folder URL link with your video customer testimonials (A Google Drive link is usually easiest) Note: If you don't have any type "don't have" Note: Please don't add our emails to your account, but instead provide a "share-access" link (For example, with Google Drive the link says "anyone with this link can view")
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Your Brand & Assets: Marketing AssetsProvide a share-access folder URL link with any and all marketing assets we can use, including raw photos, videos, UGC content, everything you can find. (A Google Drive link is usually easiest.) Note: Please don't add our emails to your account, but instead provide a "share-access" link (For example, with Google Drive the link says "anyone with this link can view")
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Your Brand & Assets: Social LinksWhat are your social links? YouTube, Instagram, Facebook, etc. Note: if you have any key hero content on your socials (eg one YouTube or TikTok video that got 5 million views) then please include it below too.
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Your Brand & Assets: Please link any top performing ads or UGC you already have.
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Your Brand & Assets: Please link any news articles/press releases about your brandPlease link as many as possible
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Your Brand & Assets: Brand GuidelinesPlease provide a folder URL link with your branding guidelines including logos, fonts, etc. (A Google Drive link is usually easiest) Note: Please don't add our emails to your account, but instead provide a "share-access" link (For example, with Google Drive the link says "anyone with this link can view")
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Your Brand & Assets: Any Other Guidelines or PreferencesPlease provide any other brand guidelines or preferences.
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Your Brand & Assets: What are your business goals?Where do you want to take your business in the next 3 months, the next 1 year and the next 5 years?
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Your Brand & Assets: Seasonality, Trends & Yearly Marketing CalendarIs there seasonality or trends associated with your business or specific products? When do your sales peak throughout the year? Please also detail what offers you run for that period, and how big each of these peaks are for your business. Examples: Black Friday, Cyber Monday, Valentine's Day, Father's Day, Mother's Day, Brand Anniversary etc.
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Your Brand & Assets: What does your sales process look like?Eg do customers sign up to a subscription, do they speak to a rep before buying, do they join a waitlist, do they wait 2-3 weeks as it's made to order, etc?
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Your Brand & Assets: Please provide a general description of your brand and your core productsWe will be going deeper into this later in the form, so no need to go super deep here.
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Your Brand & Assets: What are the true benefits / impacts that your customers see from your products?Please be as detailed as possible.
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Your Brand & Assets: What are the unique selling points of your brand or products?Please be as detailed as possible. What solutions already exist in the market? What are your products' USPs that make them stand out? (Unique Selling Points). Please list as many as possible!
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Your Brand & Assets: Are there any FAQs from customers that we should be aware of?
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Your Brand & Assets: Are there any specific stories we can use about the brand, product or founder?Eg. background / starting story, founders story, story of discovery of new product. Please be as detailed as possible,
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Your Brand & Assets: Are there any key statistics about your products that we can use in our creatives? e.g. Product A causes 71% fewer breakages, Product B caused 80% of participants to lower their cholesterol in 30 days. Please provide as many as possible.
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Your Brand & Assets: Do you have any specific offers or promotions you'd like us to feature in our creatives?We guide a lot here, so if you're happy for us to help and guide just say "no preference"
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Your Brand & Assets: Do you have any specific calls to action you want us to use or NOT use?Eg click to get yours, swipe left, click to shop etc. We guide a lot here, so if you're happy for us to help and guide just say "no preference"
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Your Brand & Assets: What offers have you ran in the past that have worked?Please be as detailed as possible
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Your Brand & Assets: What offers have you ran in the past that DIDN'T work?Please be as detailed as possible
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Your Brand & Assets: Who are your key competitors?Please list as many as possible
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Your Brand & Assets: What makes your product better than competitors'?Please be as detailed as possible.
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Your Brand & Assets: If you had to summarise your brand with a particular song or album, what would it be and why?We'll listen to it when we are making your ads! 🎧
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Your Brand & Assets: If you could describe your brand with emojis, what emojis would you choose?
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Your Ideal Customer: What does your ideal customer look like?Aside from age gender location: What does your ideal customer look like? How do they act, what do they spend their money on? What annoys them? What do they do in their free time? What do they do on a Friday night? (Stay in and read? Or go out and drink espresso martinis with girlfriends?) Is there something your ideal customer is secretly guilt of? Please share as much info as possible - the more detailed you are, the better our ads can be!
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Your Ideal Customer: What does your ideal customer NOT look like?What are the character traits that make them NOT a good fit for you? Be as detailed as possible here and try to outline a type of person who is a complete opposite of your ideal customer.
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Your Ideal Customer: What type of language does your customer use?Do they speak eloquently or simply? Do they use slang? Is there any specific terminology related to the industry or product that they may use? Please be as detailed as possible here.
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Your Ideal Customer: What phrases repel your ideal customer?What terms, phrases and ideas will turn off/repel your ideal customer?
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Your Ideal Customer: Are there any common traits between customers?If you look at your existing customers... What are the common traits you notice between them? Are there any patterns you can see?
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Your Ideal Customer: What buying concerns do your customers have?Quality, price, ingredients, etc
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Your Ideal Customer: What are some of your customers' favourite brands?These can be in a similar niche to yourselves or a different niche - our goal is understanding what your customer likes and is drawn to.
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