Who can we contact to help us access your marketing accounts? *

Have you run Google or Meta (Facebook/Instagram) ads before? *

What types of campaigns or messages have worked best in the past?

What do customers say they love most about your products or services?

What does success look like for you with this campaign?

Average Order Value (AOV):

Lifetime Value (LTV):

Profit Margin (%):

Close Rate (%):

Current Monthly Revenue:

Target Monthly Revenue:

Monthly Google Ads Budget:

Monthly Meta Ads Budget:

ROAS Goal:

Desired Conversion Actions (e.g., form fill, call, purchase):

What platform is your website built on?

Do you currently use landing pages?

Do your forms redirect to a thank-you page?

Would you like us to build or optimize landing pages for you?

Who manages your website or development work?

Are you comfortable granting backend access for conversion tracking?

Ideal Customer Profile

Age Range:
Gender:
Income Level:
Interest/Hobbies:
Common Search Terms:
Primary Service Area(s):
Most Profitable Customer or Product Type:
Is your audience more price-conscious or quality-driven?
Where do they usually shop?
Key Competitors:

Emotional drivers (e.g., FOMO, trust, value, luxury, fun):

Common objections customers have:

Seasonal trends or timing to consider:

Warranties / Guarantees offered:

How would you describe your brand’s tone of voice? (e.g., friendly, luxury, bold, playful)

Do you have brand guidelines (fonts, colors, etc.)?

Any words or phrases to avoid?

Which products or services should we promote first?

Any specific video or creative ideas you’d like to try?

Are there brands you admire or want to take inspiration from?

Please check what you already have available:

Testimonials

Photos

B-Roll/Store Walkthough

Logo & Brand Style Guide

What is the top 2–3 things that matter most to you in working with a marketing partner?

How often would you like video meetings? (Weekly, Biweekly, Monthly)

Preferred communication style (Text, Email, Phone, Slack, etc.):

Is it OK to send real-time performance updates via text?