New Client Onboarding

Fill out what you can. We'll follow up on anything that's missing.

About Your Business

The basics so we know who we're working with.

Business Name*

Website*

Your Name*

Email*

Phone

Business Type*

What do you sell?Brief description of your main products or services.

Where you are now and where you want to be.

Current Monthly Ad Spend (total across all platforms)

Current Monthly Revenue (approximate)

Target ROAS or CPAIf you have a target return on ad spend or cost per acquisition.

Primary Goal*

Anything else about your goals?

What you're currently using or want to use.

Ecommerce Platform

Email Marketing Platform

Help us match your brand from day one.

Do you have brand guidelines (colors, fonts, logo files)?

Link to brand assets (Google Drive, Dropbox, etc.)Logos, product photos, lifestyle images, videos, brand guide PDFs.

Top 3 CompetitorsWho do you consider your main competitors? Names or URLs.

Brand VoiceHow would you describe the tone of your brand?

Anything we should avoid in your ads?

If you have any of these, share what you can. We'll walk you through access setup separately.

Meta (Facebook) Ad Account IDFound in Ads Manager under Account Overview. Format: act_XXXXXXXXX

Meta Pixel IDFound in Events Manager.

Google Ads Customer IDFound in the top right of Google Ads. Format: XXX-XXX-XXXX

Google Analytics Property IDFound in GA4 Admin > Property Settings.

Shopify Store URL (if applicable)

Any other accounts we should know about?

Last chance to tell us something important.

Is there anything else we should know?Past agency experiences, things that didn't work, specific concerns, timeline pressures.

How did you hear about us?

We'll review and follow up within 24 hours.