Business Insights:
  • What is your company/organization?
  • What is your company’s mission statement?
  • What is your product/service offering?
  • How does the product/service work?
    • If there is a program/subscription, how do you recruit participants? Are there requirements?
    • Do you have an exclusive membership, loyalty program, referral program or other programs you try to promote?
  • What problem does your product/service solve? What are the unique benefits?
  • What are the values of your company you promote internally and externally?
  • Who is your target audience? (Demographics, interests, lifestyle, behaviors?)
    • If you sell to other businesses/groups, who are examples of leads you have?
  • How do customers find out about your company and offerings / what is your current marketing strategy?
  • What are examples of your competition?
  • Do you have a budget?

  • What are your business goals? (We will help determine the marketing objectives to help satisfy the business goals).
  • What is the goal, or desired action of a visitor, AFTER someone clicks on the ad and lands on a webpage?
    • Make a call, schedule a meeting/discovery call, fill out interest form with their contact info submitted, make a purchase, download PDF/ebook, sign up for emails/newsletter, other
  • If ‘online purchases’ are considered a conversion, do you have a ‘Thank-You’ page?
  • Do you have certain product lines you would like to promote?
  • Are there promos already in place in your POS system available to use with the ads?
  • Can we implement new promo codes into the POS systems?
  • Geographically, how far out would you like to promote your ads?
    • If you are a brick-and-mortar business, please provide a mile-radius from your business’s address – consider how far you would deliver to or expect customers to drive to you for your products/services. Or, provide the city/county limits, states, or countries you would like to promote to and do business in – consider how far you would be willing to travel, if necessary.

Technical Questions:
  • What platform is your website built on?
    • WordPress, Squarespace, Shopify, HTML, Wix, Other
  • Who manages your website?
  • We will need to implement tracking code into the header of your website to track conversions, onsite behaviors, and to build audiences. What is the username and password to be able to log in to the backend of your website?
  • Do you have a Google Analytics, Google Tag Manager, Google My Business, or Google Search Console set up? If yes, which ones:
    • Google Analytics, Google Tag Manager, Google My Business, Google Search Console, none
  • Will you share “Admin” access to your Facebook page, Instagram login details, access to the website’s backend, access to any existing Google Analytics/tag Manager/Ads accounts, a list of all employee’s IP addresses, and credit card info to put on file?

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