Please complete the sections that apply to your business. This allows our team to build and execute your campaigns, content, and systems efficiently from day one.

Select all areas that apply to your business so we can tailor setup and execution accordingly:

Describe Your Business

Target CPL (Cost per Lead)

Current Advertising Platforms

Are you open to testing offers?

Do you have creative assets ready?

Will Insert Marketing be developing creative for you?

Active Platforms

Instagram

Facebook

TikTok

YouTube

Posting Frequency - Instagram

Posting Frequency - Facebook

Posting Frequency - TikTok

Posting Frequency - YouTube

Current Content Types

Social Media Target Audience

Social Media Main Goals

Do you have content ready, or do you need us to create it?

Does Insert have access to your content library?

Add any content links here

Are you open to being on camera?

Are your staff available for content shoots?

Are you open to UGC (user-generated content)?

Competitors / Brands You Like

Business Brand Guidelines

Upload Brand Guidelines Document (optional)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Will content creation be ongoing (i.e. monthly) or one-time?

Content Types Needed (Select all that apply)

Note other content types here:

Do you have a physical space to film in?

Best Days & Times to film

Filming Restrictions

What are some accounts and/or content you like?

Purpose of Content (Select all that apply)

Do you need help with Content Strategy?

Do you require content scripting? (i.e. for videos)

Do you require recurring social content concepts?

What is your existing social media strategy?

Do you have an existing website?

What are your website goals? (Select all that apply)

Desired Website Improvements

Website New Build or Optimization?

Do you have access to website analytics?

Do you have a CRM? (Customer Relationship Management Software)

What is the name of your CRM?

What CRM needs do you have? (Select all that apply)

Do you have a lead follow-up process?

Follow-Up/Response Speed

Do you have existing automation in place?

Have you done SEO for your business before?

Do you have existing SEO content?

Do you require SEO content to be written?

Do you have an existing sales funnel?

What does your sales funnel look like?

Do you need a sales funnel built?

Do you have landing pages built?

What is your post-lead process?

Do you have conversion tracking?

Graphic Design / Branding

Do you have Brand Guidelines?

Upload Brand Assets (optional)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

What are your design needs?

What is your design style?

What are some brands you like (include links)

What are some brands and/or styles you don't like?

List any additional brand rules here:

The following access below must be completed before we begin work:

Meta | [email protected]

Google Ads | [email protected]

Website (if applicable)

CRM (if applicable)

Social Media Access (if applicable)

How to grant Meta Access: Click here

How to grant Google Ads Access: Click here

Have you granted Meta Access?

Yes

Have you granted Google Ads Access?

Yes

Have you granted Website Access? (if applicable)

Yes

Have you granted CRM Access (if applicable)

Yes

Have you granted all other Social Media Access (if applicable)

Yes

Have you complete all access steps?

Yes

Please complete the sections that apply to your business. This allows our team to build and execute your campaigns, content, and systems efficiently from day one.

Business Overview

Advertising

Social Media

Content

Execution

Brand

Content Creation

Website

CRM & Automation

SEO

Lead Generation

Graphic Design / Branding

Onboarding & Access

The following access below must be completed before we begin work: