Social Media Marketing Onboarding Guide

Organization

Client's Phone *

PROJECT INFORMATION & TECHNICAL REQUIREMENTS

Do we have access to your Facebook Business Profile?

Yes

N/A

Request Access

Facebook Business Profile Login Credentials

UN
PW
Notes

I prefer to grant delegate access to my Facebook Business Profile

Do we have access to your Meta Business Manager account?

Yes

N/A

Request Access

Meta Business Manager Login Credentials

UN
PW
Notes

I prefer to grant delegate access to my Meta Business Manager

Do we have access to your Meta Ad Account?

Yes

N/A

Request Access

Meta Ad Account ID

Meta Pixel/Dataset

Meta Ad Account Login Credentials

UN
PW
Notes

I prefer to grant delegate access to my Meta Ad Account

Do we have access to your Instagram Account?

Yes

N/A

Request Access

Instagram Login Credentials

UN
PW
Notes

I Prefer To Grant Delegate Access To My Instagram Account

Do we have access to your LinkedIn Account?

Yes

N/A

Request Access

LinkedIn Login Credentials

UN
PW
Notes

I Prefer To Grant Delegate Access To My LinkedIn Account

GOALS AND OBJECTIVES

What are your Primary Goals for this campaign

What are the top products or services to focus on?

Any incentives, sales, or promotions we should be aware of?

Describe your ideal target audience. What is the avatar of the person you are trying to reach?

Geographic Targets (where your ads SHOULD show up)

Negative Geographic Targets (where your ads SHOULD NOT show up)

CAMPAIGN SPECIFICS

Will we be using dedicated landing pages for this campaign?

Yes

Not sure yet

Should your ads show during all hours?

Anything we should not put in the ad copy?

Call-to-Action (CTA) Buttons

Anything else you would like us to consider when designing your ad campaign?

Thank you for taking the time to fill out our Social Marketing questionnaire!