Experts Agency Onboarding Form

Establishing Communication

In this section we'll be going over communication preferences and what will be most effective for everyone.

First Name *

Last Name *

Email *

Your Team Email Addresses *

Access & Tracking

In this section we will require a few details in order to move forward.

Location: https://business.facebook.com/home

Please Add Your Business Manager ID Number Below *

"If you want to run Search or Google Ads, What is your Google Ad ID? Otherwise, answer N/A"

Branding & Assets

Provide A Google Drive Link With ALL Marketing Assets We Can Use (This Link Can Continue To Be Updated). *

Please Provide a Link To Your Top Performing Creative(s)

Any Other Brand Preferences We Should Be Aware Of? (Example a Branding Styleguide or Brand Rulebook) *

Social Media & Online Real Estate

Provide Your Social Links Below *

Do You Have a Branding Video That Describes Your Company and Your Vision? *

What is the name of the main offer we will be advertising? *

Provide ALL Links to the Funnel (Landing Page, Order Page, Upsells, Downsells, Thank You Page, Application etc) *

(Optional - Offer 2) What is the name of the second offer we will be advertising?

(Optional - Offer 2) Provide ALL Links to the Funnel (Landing Page, Order Page, Upsells, Downsells, Thank You Page, Application etc)

(Optional - Offer 3) What is the name of the third offer we will be advertising?

(Optional - Offer 3) Provide ALL Links to the Funnel (Landing Page, Order Page, Upsells, Downsells, Thank You Page, Application etc)

Explain Your Offer In Full. Explain: What you do | What you offer as a product and/or service | The Niche | What is talked about in the VSL, Book, Webinar | What do you fulfill on and How do you fulfill on that promise *

Your Top Competitor's Website and Facebook Fan Page *

Ideal Customer Avatar

What Does Your Ideal Customer Look Like? *

What Are They Interested In? *

Where Do They Spend Their Money? *

What Does Your Ideal Customer Dislike? *

What Are Things They Don't Associate With? *

What Makes Them Not A Good Fit For Your Product/Service? *

What are the 3 most common objections that your prospects have on sales calls?

Account Health

Have Any Of Your Previous Or Current Facebook Advertising Accounts Been Disabled For Policy Violations? *

If You've Had Issues With Policy, What Is The Most Common Policy Violation You've Encountered?

Targets & KPI's

What Is Your Monthly Campaign Budget? *

What is the highest priority metric for this campaign? *

What are your current KPI Costs? What are your targets for those KPI's? *

Target Monthly Spend Goals? *

What was your top 3 best performing months in the last year and what was the KPI costs each month? *

What is the KPI cost per month for the most recent 3 months? *

List any changes made in the front-end funnel in the past year and how did that affect your KPI's? (ie. Changed webinar hosting software, change the funnel flow, change hosting) *