Welcome! Let’s increase your impact! Social Media Marketing Onboarding Form Social Media Marketing Onboarding Form Name * First Name Last Name Business Name * Email * Business history. Tell us, how did your business start? * What does your business offer? * Who are your ideal clients? (age,gender,etc.) * What do you love about what you do? * In your history with marketing what have you tried? What’s worked? What hasn’t? * When you speak to your audience, what type of relationship do you have with them? Do they see you as a peer or mentor? Do you typically write in a more relatable tone or motivational and educational style? This helps set the tone for your writing objectives. * What details, if any, do you want your audience to know about your business (employee spotlights/business owner spotlights etc.)? * What topics are off-limits to post about? (we always stay away from religion and politics) * Key Performance Indicators and Goals- What do you want to get out of our services? * If you know it, please provide us with your boosting budget and Facebook ad account info? Who will be our main and secondary point of contact? Please provide us with phone numbers and email addresses. * Is there anything else we should know before starting? Thank you! Facebook Ads Onboarding Form Facebook Ads Onboarding Form Client business name * Client ad account name * Client ad account number * Client page name * Client lead form completion URL or tracking phone number (if using lead ads) * Client privacy policy URL (if using lead ads) * Client landing page URL (if not using lead ads) * Client phone number * Client monthly budget * Client service to advertise * Client offer/promotion * Client location targeting * Client target cost per result/KPI (e.g. for lead gen, client's cost per lead goal) * Facebook Business Manager/page/ad account admin access granted to * Yes No Which emails need to added for lead notification * Any Special instructions Thank you!
