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Strategic Audit Fit Check
1
Full Name
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First Name
Last Name
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2
Email Address
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example@example.com
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3
Which best describes you?
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I own the brand or business being advertised
I work in-house on the marketing team
I'm an agency or consultant managing a client's account
Something else
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4
What is your agency or consulting business name?
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5
What is your agency or consulting website?
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6
Are you able to name the client at this stage?
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No problem either way. If you would rather not name them yet, I will ask for the shape of the business instead.
Yes, I can name them
Prefer not to disclose at this time
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7
What is the name of the business being audited?
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8
What is the business website?
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9
What industry is the business in, and what do they sell?
Enough for me to judge fit without naming them. For example: DTC skincare, subscription model, US only, around $40k a month in spend.
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10
Roughly how much does this account spend on Meta ads each month?
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Under $5,000
$5,000 to $9,999
$10,000 to $24,999
$25,000 to $74,999
$75,000 or more
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11
How long has this ad account been actively running campaigns?
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Less than 3 months
3 to 6 months
6 to 12 months
More than a year
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12
Who has admin access to the business portfolio that owns this ad account?
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I do
My client does, and they're on board with granting access
An agency or former employee holds admin rights
I'm not sure
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13
How confident are you that conversion tracking on this account is working correctly?
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It's solid, I trust the data
Mostly fine, a few things I'm unsure about
I know there are problems with it
I have no idea
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14
What is this account mainly trying to drive?
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Online sales
Leads
Both sales and leads
App installs
Traffic or awareness
Other
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15
Which of these sound like your account right now?
Results dropped and I can't work out why
Costs keep climbing
Scaling stalls every time I push spend
The account structure was built years ago and never rebuilt
I'm not sure whether I'm using Advantage+ correctly
Audience segments and value rules are a mystery to me
Reporting and attribution don't agree with each other
Performance is fine, I just want a second opinion from someone senior
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16
What is the single biggest question you want this audit to answer?
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17
The Strategic Audit starts at $2,500, with optional upgrades that could increase the cost to $3,500. Is that in range for this account?
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Yes
I'd need to get approval
No, that's above what I can spend
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18
How soon are you looking to do this?
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I'm ready now
In the next 30 days
This quarter
Just researching for now
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19
Anything else I should know?
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20
Fit Status
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