Business Information

Business Legal Name

Primary Contact Name

Title / Role

Email Address

Phone

Website URL

Social Media Links

Briefly describe your business and primary revenue drivers.

What differentiates you from competitors?

Growth Objectives

What are your primary advertising goals?

Lead Generation

Online Sales

In-Store Traffic

Brand Awareness

Product Launch

Market Expansion

Other:

What does success look like in the next 90 days?

Are there revenue targets tied to this campaign? If so, please share.

Previous Advertising Experience

Have you previously run paid advertising?

Platforms Used:

How long did you run ads?

Average Monthly Ad Spend

Primary objectives during that period:

If known, please share average performance metrics (CPL, CPA, ROAS, conversion rate, revenue):

What performed well?

What did not perform well?

Why did you stop or change advertising efforts?

Do you currently have access to previous ad accounts and data?

Target Market & Customer Profile

Who is your ideal customer?

(Industry, job title, income level, business size, etc.)

Is your audience primarily:

Geographic Targeting

What problem does your product/service solve?

What typically triggers someone to buy from you?

Average customer value or average sale price:

Estimated customer lifetime value (if known)

Typical buying cycle length:

Offer & Sales Process

What will we be promoting?

Where will traffic be directed?

Homepage

Dedicated landing page

Product page

Booking page

Phone call

In-store

Other

Other:

Describe your ideal sales process after someone clicks an ad:

Who is responsible for following up with leads?

What CRM or tracking system do you use?

Budget & Platform Direction

Which platforms are you interested in advertising on?

Meta (Facebook / Instagram)

Google Search

Google Display

YouTube

TikTok

Open to Recommendation

Monthly Ad Budget (ad spend only):

Are you open to scaling budget if performance targets are met?

Creative & Brand Assets

Do you have brand guidelines?

What creative assets do you currently have?

Professional product photography

Lifestyle images

Video assets

UGC

Testimonials

None

Are there compliance restrictions or messaging limitations?

Tracking & Technical Setup

Which of the following do you currently have set up?

Meta Business Manager

Google Ads Account

Google Analytics

Google Tag Manager

Conversion tracking installed

CRM integration

Who manages your website?

Will Craeve be granted admin access to necessary platforms?

Alignment & Expectations

What concerns do you have about paid advertising?

Is there anything else we should know before building your strategy?

Digital Advertising Client Onboarding Questionnaire