Marketing Process Information Checklist
Client intake and review form for EFG Consulting covering Meta advertising, lead flow, organic social media, support needs, and transition considerations. Once the checklist is completed, EFG will review your information and recommend the right support model and next steps.
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Company Name
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Email
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Business Goals and Success Measures
What is the main objective of the current Meta activity?
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What result matters most to the business?
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What are the current weekly or monthly targets?
Which locations, services or customer segments are the priority?
Are there any urgent campaigns or business priorities over the next 30 to 60 days?
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Meta Advertising Account Setup
Who currently owns the Meta Business Manager and ad account?
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Does your team have full admin access to Meta Business Manager and Ads Manager?
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Is the current agency managing the account directly, or through their own Business Manager?
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Are Meta Pixel, Conversions API, or tracking events currently set up?
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Are there any current account restrictions, rejected ads, payment issues, warnings, or policy errors?
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What is the current weekly or monthly ad budget?
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Campaign Performance and Optimisation
What campaigns are currently active?
Which campaigns are performing well and which are not?
What changes are normally made each week?
How often are campaign results reviewed?
What reports are currently received from the agency?
What are the biggest concerns with the current campaign performance?
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Lead Capture and CRM Flow
What type of lead forms are currently used?
Where do Meta leads go after submission?
What CRM or internal system is used to manage leads?
Who is responsible for contacting new leads?
How quickly are new leads normally contacted?
Are leads tagged, qualified, or categorised in the CRM?
Where do leads commonly drop off?
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Organic Social Media Presence
Which social media profiles should be reviewed?
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Who currently manages the organic content?
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How often is content currently posted?
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What type of content is currently available?
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Are there brand guidelines, tone of voice or visual guidelines we should follow?
What content gaps do you already see?
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Creative, Copy and Approval Process
Who currently writes the ad copy and captions?
Who currently designs or supplies ad creatives?
Do you have existing images, videos, logos and brand assets available?
Who needs to approve new ads or organic content before publishing?
How quickly can creative or copy changes normally be approved?
Are there any compliance, safety or brand requirements that must be followed?
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Reporting, Communication and Weekly Rhythm
Who should receive weekly performance updates?
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What is the preferred communication channel?
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Do you want a weekly standup meeting?
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What information should be included in the weekly report?
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Who should approve urgent campaign changes?
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What level of direct access should EFG have to the managing team?
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Current Agency and Transition Considerations
What services does the current agency provide?
What is working well with the current agency?
What is not working well or feels unclear?
Do you want EFG to support alongside the agency initially?
Are there any contract terms, notice periods or access restrictions we should be aware of?
Would you like EFG to recommend a transition plan if required?
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Support Model and Resourcing Requirements
What level of weekly support do you believe is required?
Which tasks are the highest priority?
Do you need strategic support, execution support, or both?
Would you prefer one dedicated marketing coordinator or a small support team?
What would make this support successful after the first 30 days?
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Documents and Access Required
Meta Business Manager access or screen share access
Latest Meta Ads performance report
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PDF, spreadsheet, dashboard export or screenshots are suitable.
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Campaign list and current budget breakdown
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Latest lead report or CRM export
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Include lead source, status and conversion notes if available.
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Latest agency report or scope of work
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Brand assets and social media links
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Logo, colours, imagery, Canva links, photos, videos and profile links.
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Any existing marketing plan or content calendar
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