BAD Marketing Onboarding Part 2 (Access)
Last thing is getting access to the assets we need in order to run traffic! Below, we'll be walking you through how to get us access to your ad account, pixel, page, etc. and will be asking you to share logins and any other additional assets in the form below or to share with access@badmarketing.com
Company Name
*
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Funnel / Website Builder
What Platform Is Your Main Funnel / Website Built On?
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Clickfunnels
Go High Level
Webflow
Karta
Lead Pages
Kajabi
Other - if other please use section below
Please share access to access@badmarketing.com or provide the login details we can use below.(if you marked "other" above, please share software name here)
*
If you shared access to our email, please type "shared to email" above.
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CRM
What software do you currently use to manage your sales team/Pipeline?
*
Hubspot
Close.io
Pipedrive
Keap
Salesforce
Ontraport
ActiveCampaign
Other - if other please use section below to share details
Please share access to access@badmarketing.com or provide the login details we can use below - (if you marked "other" above, please share software name here)
*
If you shared access to our email, please type "shared to email" above.
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Forms Software
What software do you currently use to host forms (TypeForm etc.)
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TypeForm
JotForms
Oncehub
Wufoo
Survey Monkey
Hubspot
Other - if other please use section below to share details
Please share access to access@badmarketing.com or provide the login details we can use below - (if you marked "other" above, please share software name here)
*
If you shared access to our email, please type "shared to email" above.
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Calendar/Booking Software
What calendar software do you currently use to book sales calls?
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Hubspot
Oncehub/ScheduleOnce
Calendly
RevenueHero
Acuity Scheduling
Chili Piper
Other - if other please use section below to share details -
Please share access to access@badmarketing.com or provide the login details we can use below - (if you marked "other" above, please share software name here)
*
If you shared access to our email, please type "shared to email" above.
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Tracking
Are you utilizing Hyros as your tracking software?
Yes
No
Please share access to gabe@4media.marketing
Click next once you have shared access
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Tracking continued
What 3rd party tracking software do you currently use ?
*
Hubspot
North Beam
SegMetrics
Wicked Reports
Google Analytics
AnyTrack
UTM - please provide UTM template below
I don't have a 3rd party tracking software
Other - if other please use section below to share details -
Please share access to access@badmarketing.com or provide the login details we can use below - (if you marked "other" above, please share software name here)
*
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Email Service Provider
What platform is your current email marketing being delivered through?
*
Hubspot
Keap
ActiveCampaign
Sendlane
ConvertKit
Ontraport
Mailchimp
Other - if other please use section below to share details -
Please share access to access@badmarketing.com or provide the login details we can use below - (if you marked "other" above, please share software name here)
*
If you shared access to our email, please type "shared to email" above.
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Additional Information
Please provide any additional information on softwares essential to your business that we should have access to.
*
If you've already shared all inforamtion please type in "N/A"
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What services are we providing you with? (Select all that apply)
*
Facebook / Instagram (Meta) Ads
Google Ads
Youtube Ads
Tiktok Ads
Email Marketing Services
SMS Marketing
Funnel Build
Other
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Ad Platform Access
Facebook (Meta). Please provide partner access to all Pixels, Business Pages and Ad accounts using Business ID: 1394166367390924
*
Pixel Access granted
Ad accounts Access granted
Business Pages Access granted
Pixel Name
*
Ad Account Name
*
Business Page Name
*
For Google. Please add us as a partner by sending invitation to access@badmarketing.com
*
Google partner access granted
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TikTok: Using the field below please provide us with your TikTok Business ID so we can request access via our TikTok Business Center
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Creative Overview + Final Items
Please provide us access to any approved creatives / marketing assets you currently have that we can use in our ads -- Please provide a google drive / dropbox link below or share access to access@badmarketing.com
*
If None, put NONE
What are your creative capabilities for creating new brand assets? Production capabilities, post-production/editing capabilities, etc. (Videos + Graphics)
*
Is there a process that you currently work through that we can fall in line with to see our own ideas come to life? -- What is the best way for us to deliver new ideas to you to film/produce? (This would all be outside of our current ability to post edit any raw videos or making our own internal graphics)
Do you have brand guidelines you can provide us? As well as any custom font files, if applicable (please upload a corresponding PDF below).
Browse Files
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Please provide any vector logos for your brand.
Browse Files
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Do you have a continuous content plan to produce new creatives to use for marketing? (Videos + Graphics)
*
Yes, We regularly create new content you can use in Ads (Videos + Graphics)
No, We do not create new content regularly, but are open to do so if BAD Marketing needs anything.
Other
If you are able, please export your most recent customer list (up to 2500) and upload here. We will be able to use this to refresh lookalike audiences in the account.
Browse Files
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Lastly, is there anything else we should know about your brand/advertising that will help us get moving in the right direction, faster?
Finish & Submit
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