First & Last Name for Invoices
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Email Address
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Business Name
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Email For Invoices / Receipts of Payment
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Personal Address:
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Company Address:
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Phone Number (include country code)
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When Is Your Birthday? 🎂
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Year
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Month
Day
Date
VAT Number [Only add if you're a VAT registered UK business]
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Daily Ad Budget (Including Currency)
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Confirm Website URL (Please Include Any Specific URLs We Need To Use In Our Ads)
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Providing Access
To diagnose, strategize, and scale properly, we need access to the right platforms. Please complete the steps below
Watch this first: How to give us access. Here's our Business Manager ID: 1663657017228599
Can you confirm that you’ve granted access to your Ad Account, Facebook Page, and Instagram Page?
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Yes, I confirm
No, I need help
Ad Account ID
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Your Facebook Page URL
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Google Drive link with available assets (images, videos, b-roll, testimonials, logos, existing creatives)
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Do you have any brand guidelines you'd like us to follow for your campaigns?
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Understanding Your Business
Help Us Understand Your Business
Provide Discount Codes; 10%, 20% 25% & 30% etc. If No Discount Code, Type N/A. (We recommend discount codes where possible to get the highest returns from retargeting campaigns).
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Are There Any Specific Products/Services You Want To Advertise? If so, link below. If not, type N/A.
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Do you have any customer survey results, user reviews, or support transcripts we can mine for copy?
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List Your Competitors:
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Do you use any of the following?
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Bundles
Cross-sells
Post-purchase upsells
Subscriptions
Checkout bumps
Free shipping thresholds
Understand The Numbers & Profitability
As mentioned in the onboarding video, please provide us with accurate information here.Â
What Is Your Average Order Value? (AOV)
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Do you know your breakeven Cost Per Acquisition of a customer? If yes, put below, if no, put N/A:
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What Are Your Average Credit Card Fees as a %?
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What Is Your Average Shipping Cost? (costs that you have to pay, don't include shipping costs your customers pay. Please work out an average)
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What Is Your Avg Fulfilment Cost Per Unit ?
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What Is Your Cost Of Goods as a % (across all SKU's) or Cost of Services as a %:
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Customer Data
Please share your customer data with us.
Provide Any Customer Lists/Subscriber Lists/Buyer-Specific List (Excel Doc or CSV File). Please upload Google Drive or DropBox and share the link below.
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URL Master List
Share all important URLs with us.
Provide A List Of Important URLs That You Believe We Will Need:
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Preferences & Final Details
The Finishing Touches
Is There Any Further Information That You Want To Share With Us Regarding Your Business or Marketing Efforts?
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What’s the #1 thing you want us to nail out of the gate?
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Submit
Should be Empty: