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Home
/ Facebook Onboarding
Facebook Onboarding
Email Address
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Name
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Your Mobile Number
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Name of Your Business
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# of years in business
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# of employees
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On a scale of 1-10 how familiar is your ideal customer with your business?
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Approximate annual advertising budget
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What was your MOST successful advertising promotion of all time? And Why? *
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What was your LEAST successful advertising promotion of all time? And Why?
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Explain in one sentence how your company makes money.
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Explain what your product or service does as if explaining it to a 5th grader.
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Think about your ideal customer and give as many details as possible about them.
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Name a few of your closest competitors *
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Check all content that your business already has
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Videos
Images/Pictures
Articles/Blogs
Testimonials
Logo
Fonts/Colors
Past Customer List
Guides/Checklists
Flyers/Brochures
Other:
Who produces this content for you?
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"Self" if you're the business owner and create your own content.
On a scale of 1-10 how would you evaluate this content?
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Do you have a "Lead Magnet" or content we can use to create value for prospects? If so, give some examples.
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Take a look at the ascension pyramid below: What other offers can we extend to your prospects for free?
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What are your "low ticket" items or services and how much do they cost? What are you "high ticket" items/services and how much to they cost? Do you have any recurring revenue generators?
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How is your product or service currently being sold?
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Online. The entire process & transaction is made online only.
In Person. The product or service is sold to customers in-person.
By Appointment. Customers book an appointment for services.
Webinar Registrants. Prospects register for a webinar where an offer is made for the product or service.
Over the Phone. Customers either call-in or your sales person/team calls leads.
How would you rate your sales process?
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What is the approximate closing ratio of your sales person or sales team?
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What percentage of leads that come into your business (from any source) actually become clients or customers? For example, 30%.
Why are you looking to bring us on? What are some of the pain points you want to alleviate?
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Approximately how much are you currently spending to acquire a customer? What is your target goal cost-per-customer if it's currently too high?
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Or if you don't know, how much are you willing to spend to acquire a customer?
Approximately how much are you currently spending to acquire a lead? What is your target goal cost-per-lead if it's currently too high?
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Or if you don't know, how much are you willing to spend to acquire a lead?
On average, how much money does obtaining a new client/customer generate?
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Please also include client life-time value if you know this figure.
What does a "successful" marketing campaign look like to you? What are you goals? What outcomes are you looking for?
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Please check any of the below that is associated with your business AND that you have the authority to get us admin access to.
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We can set these up for you but if you already have them and can add us as admin, check them below. We have how-to videos to walk you through adding an admin to these platforms.
Facebook Business Page
Facebook Ad Account
Facebook Pixel
Instagram Page
Youtube Channel
Google Analytics
Google Ads (Adwords)
Google Tag Manager
LinkedIn Ads
Other:
What other marketing technology tools do you already use?
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Wordpress or other Website Builder
Infusionsoft, Active Campaign, Mailchimp or other marketing automation
Salesforce or Netsuite
Social monitoring/management like Hoot Suite, Radian6, Awario
Landing pages like Leadpages.net or Clickfunnels.com
Text automation such as Twillio or EZ Texting
Voicedrop services like Slybroadcast
Bot builder like ManyChat or ChatFuel
Shopping Cart like Shopify, Zen Cart, BigCommerce or Samcart
Other:
Is there anything else you would like us to know?
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Name
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Get in Touch
Name
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Email
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Phone
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Select all you need help with now:
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Facebook Advertising
Search Engine Optimization
Google Ads
Website Design
Understanding How to Track Your Marketing
What do you currently spend on your advertising each month? (including media spend & agency fees)
What are your biggest challenges right now with your current marketing and what do you want our help with? (Be specific)
If we are a good fit, when do you want help getting started?
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Right Away
This Week
This Month
How much did you invest in marketing last month?
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$1,000-2,000
$2,000-3,500
$3,500-5,000
$5,000-7,500
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