FB Client Intake

We are excited to work with you! Please fill out this form to the best of your ability.

HERE ARE INSTRUCTIONS TO ADD ME TO YOUR FACEBOOK BUSINESS PAGE AND YOUR ADS ACCOUNT:

How to add me to your Facebook Business Page:

Go to your business page and find the “Settings” tab/button. Then, find “Page Roles” (left side of screen) and click on “Assign a New Page Role”. You can add me as an Admin there by entering my email or name. If my email or name doesn’t populate we might need to be Facebook friends temporarily.

How to add me to your Facebook Ads Account:

Go to your business page and find the upside down triangle on the top right side of the page. Click on that and a drop down will appear. Scroll down to “Manage Ads”. This will bring you into Ads Manager. Select your businesses Ad Account and click on the 3 lines on the top left side of your screen. Go down to “All Tools” and then hover over to “Ad Account Settings” and find “Page Roles”. You can add me in there as an Admin.

FB Client Intake

Name

First

Last

If we are promoting a course, product, tripwire, service, what is the cost? Are there payment options?

If this is a course launch, when would you like to start your ads and what are the cart open/close dates.

Are you offering any disappearing bonuses for your course? Please explain and provide details.

Where does your ideal client live? (i.e. include specific cities and/or countries are we targeting)

What is the age range of your ideal client?

Do you serve mostly men? women? both?

Are there specific demographics that your customers MUST have? (Examples: Are they married, single, parents, have a college degree, no degree, moms with children certain ages, have a certain political affiliation, certain job title, etc. Be as specific as possible.

List 10 key words (interests/behavior) that you think would describe your ideal client/target audience (i.e. sci fi reader, business tools they use (Mail Chimp, Kajabi, etc) new homeowner, generation (millennials, gen x), likes travel/yoga/sports, household income, uses credit cards, shops at luxury stores, publications they read/follow, conferences they attend, thought leaders they follow)

List 10 businesses/websites and/or Facebook pages that your ideal client follows.

List any of your direct competitors.

What problem are you solving for your ideal client. (i.e. if you could sit down with them what would they tell you as to why they need your product?)

What objections would your client have to purchasing your product? How would you overcome that objection?

Is your Facebook pixel on your website and landing/thank you pages?

Yes

I don't know

Where do you want your Facebook Ad traffic sent? If it’s a website or landing page, list the exact page URL.

If you have a ‘success’ page (i.e. Thank you page) please list the exact page URL.

What is the URL of your Sales Page? (if applicable)

What is the URL of your Sales "Thank you" page? (the page they get to AFTER they've purchased your product.) If applicable.

What programs are you using for your landing pages, thank you pages, email service provider, website, and course hosting?

What is your ad budget per month?

Ad Images: I will reach out to you via email to coordinate ad images. If you have specifc images in mind please indicate that below. I am also happy to make recommendations. *

What are your branding colors? (include HEX codes).

What is your branding font? If I do not have this font I may ask you to add text to your images and send me the file.

Ad Copy: I will draft ad copy for your ads and will provide you with a draft for review. This will be a collaborative effort as the copy needs to come from your voice. If you would like me to include specific content, please indicate that below. (i.e. voice should be casual? buttoned up? use of emojis (yes/no), etc.)

Is there anything else I need to know to make this campaign successful for you?

If you are human, leave this field blank.