About You
Tell Us Yourself.
Business Name
*
Your Name
*
Email Address
*
Personal Address:
*
Phone Number (include country code)
*
Ad Account ID
*
Your Facebook Page URL
*
When Is Your Birthday? 🎂
 -
Year
 -
Month
Day
Date
Key Info For Accounting
Just some important information we need to add you to our accounting system.
Email For Invoices / Receipts of Payment
*
First & Last Name for Invoices
*
VAT Number [Only add if you're a VAT registered UK business]
*
Company Address:
*
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?
*
Yes, I confirm
No, I need help
What is your Google Ad Account ID? (This should be in the top right of your ad account in the format XXX-XXX-XXXX)
*
Key Information & Access
Daily Ad Budget (Including Currency)
*
Confirm Website URL (Please Include Any Specific URLs We Need To Use In Our Ads)
*
Provide A Google Drive Link With Existing Creatives Here (Include Logo Files , Plus Any Images/Videos You Think Will Be Helpful. The More The Better). Ensure The Google Drive Link Has Open Sharing So We Don't Have To Request Access:
*
Do you have any brand guidelines you'd like us to follow for your campaigns?
*
What Locations/Countries Do You Wish To Target?
*
Must Know Information
Please fill this information out as accurately as possible, as this will help to ensure our ads are as scalable and profitable as possible. Some of these may be unknown or challenging, and that's okay. This is a starting place to better know your business.
What is your Website Conversion Rate? (If you have multiple funnel steps, please include as much information below, including sales call show up and close rates if appropriate)
*
What is your Goal / Target Return on Ad Spend & cost per acquisition of a customer?
*
What's the one main problem your business solves, and how does it solve it?
*
What are the most common pain points your customer has? (Please get very specific, as we want our messaging to be directed at our ideal customer)
*
What are the main objections you hear when people are about to buy, but don't? What holds people back from converting? (ie - cost, lack of reviews/testimonials, going to a competitor)
*
Do you have any customer survey results, user reviews, or support transcripts we can mine for copy?
*
Understanding Your Business
Help Us Understand Your Business
What is your main product or offer?
*
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).
*
Are There Any Specific Products/Services You Want To Advertise? If so, link below. If not, type N/A.
*
What are your marketing goals?
*
What Is Your Customer Lifetime Value? (LTV)
*
List Your Competitors:
*
What Are Your Best-Sellers? (If Applicable):
*
3 Key Selling Points For Your Products:
*
Do You Want To Optimise for High ROAS (return on ad spend) or Scale?
*
ROAS
Scale
Other
What makes your business unique?
*
Do you use any of the following?
*
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)
*
Do you know your breakeven Cost Per Acquisition of a customer? If yes, put below, if no, put N/A:
*
What Are Your Average Credit Card Fees as a %?
*
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)
*
What Is Your Avg Fulfilment Cost Per Unit ?
*
What Is Your Cost Of Goods as a % (across all SKU's) or Cost of Services as a %:
*
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.
*
Customer Information / Customer Avatar
Let's Learn More About Your Ideal Customer. Who typically buys your products?
Do you have any internal buyer personas, customer profiles, or segmentation work we should be aware of?
*
Target Age range
*
18-24
25-34
35-44
45-54
55-64
65+
Target Gender
*
Male
Female
Both
What trends are relevant to this audience?
*
What Do These People Truly Desire?
*
Does Your Audience Have A Specific Vernacular/Language And Lingo?
*
URL Master List
Share all important URLs with us.
Provide A List Of Important URLs That You Believe We Will Need:
*
Preferences & Final Details
The Finishing Touches
Is There Any Further Information That You Want To Share With Us Regarding Your Business or Marketing Efforts?
*
Submit
Should be Empty: