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Heath Media Facebook Onboarding Form
This Questionnaire Is Designed To Streamline The Onboarding Process
49
Questions
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1
Business Name
*
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2
Your Name
*
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3
Email Address
*
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4
Personal Address:
*
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5
Phone Number (include country code)
*
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6
Ad Account ID
*
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7
Your Facebook Page URL
*
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8
When Is Your Birthday? ๐
-
Date
Year
Month
Day
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9
Email For Invoices / Receipts of Payment
*
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If multiple people need to receive the emails, place all below.
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10
First & Last Name for Invoices
*
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11
VAT Number [Only add if you're a VAT registered UK business]
*
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Put N/A if not appropriate.
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12
Company Address:
*
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13
Daily Ad Budget (Including Currency)
*
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14
Confirm Website URL (Please Include Any Specific URLs We Need To Use In Our Ads)
*
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15
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:
*
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16
I confirm the Google Drive link above has open sharing enabled, so we don't have to wait to request access.
*
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YES
NO
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17
What Locations/Countries Do You Wish To Target?
*
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18
Please add us as a partner - (ID 1663657017228599) and share access to the Facebook Ad Account, Facebook Pixel (or Data Set), Facebook Page, Domain & Instagram Page. I acknowledge that work cannot commence until full access has been granted.
*
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Go to business.facebook.com/settings > Users > Partners > Add > Give a partner access to your assets > Enter our Business Manager ID: 1663657017228599. Then give us admin access to all the above-required assets.
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19
I confirm I have shared access to the Facebook Ad Account, Facebook Pixel (Data Sources), Facebook Page & Instagram Page. I acknowledge that work cannot commence until full access has been granted.
*
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YES
NO
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20
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)
*
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21
What is your Goal / Target Return on Ad Spend & cost per acquisition of a customer?
*
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Please note, we have a very in depth software that helps us benchmark industry averages for most ad and company metrics, industry low performers, and industry high performers in your vertical. We'll use this to help us set goals and forecast at scale, and identify market performance. Whilst we use this, we'd love to know your personal targets. Please be specific.
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22
What's the one main problem your business solves, and how does it solve it?
*
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23
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)
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24
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)
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25
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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26
Are There Any Specific Products/Services You Want To Advertise? If so, link below. If not, type N/A.
*
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27
What are your marketing goals?
*
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28
What Is Your Customer Lifetime Value? (LTV)
*
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29
List Your Competitors:
*
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30
What Are Your Best-Sellers? (If Applicable):
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31
3 Key Selling Points For Your Products:
*
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32
Do You Want To Optimise for High ROAS (return on ad spend) or Scale?
*
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ROAS
Scale
Other
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33
What makes your business unique?
*
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34
What Is Your Average Order Value? (AOV)
*
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35
Do you know your breakeven Cost Per Acquisition of a customer? If yes, put below, if no, put N/A:
*
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36
What Are Your Average Credit Card Fees as a %?
*
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Usually, these are between 1.4% and 2.9%. An average is 2.5%.
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37
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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For example: $8 per order.
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38
Do you use a 3PL (third party logistics) company?
*
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YES
NO
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39
What Is Your Avg Fulfilment Cost Per Unit ?
*
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Usually, these are between 1.4% and 2.9%. An average is 2.5%.
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40
What Is Your Cost Of Goods as a % (across all SKU's) or Cost of Services as a %:
*
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This is the cost of you manufacturing the goods, or cost to fulfil the service. Important: Put this down as a % - example, my cost of goods as a % is 30%.
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41
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.
*
This field is required.
You should be able to use your CRM to export this data. Select the 'Amount Spent' or 'LTV' feature to export how much they've spent with you as well. If you have a separate list of purchasers then please include this.
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42
Target Age range
*
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Please note, we also use softwares to help us generate accurate industry data on age range. Please select your most common customer age ranges:
18-24
25-34
35-44
45-54
55-64
65+
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43
Target Gender
*
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Male
Female
Both
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44
What trends are relevant to this audience?
*
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45
What Do These People Truly Desire?
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46
Does Your Audience Have A Specific Vernacular/Language And Lingo?
*
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47
Provide A List Of Important URLs That You Believe We Will Need:
*
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This Will Help Us Save Time And Avoid An Inefficient Onboarding Process. (Include Facebook/Instagram/Youtube Links If You Have Them):
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48
Please share Shopify / Customer List Access (if appropriate). Allow general Staff permissions with Orders and Marketing enabled. Confirm you have done this, if appropriate.
*
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YES
NO
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49
Is There Any Further Information That You Want To Share With Us Regarding Your Business or Marketing Efforts?
*
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