Onboarding Questionnaire

Business & Product Overview

What is your core product or catalog? *

Who is your Ideal Customer Profile (ICP) / Target Audience? *

What are your primary Unique Selling Propositions (USPs)? *

Who are your top 3 direct competitors? *

What is your Average Order Value (AOV)? *

What is your Customer Lifetime Value (LTV)?

What are your typical profit margins on your core products? *

Meta Ads Specifics (Facebook & Instagram)

Facebook Page URL *

Instagram Handle *

Store Credentials and URL *

Do you currently have an active Meta Business Manager? *

What is your historical average Return on Ad Spend (ROAS) and Cost Per Acquisition (CPA)?

Is Meta Pixel and Conversions API (CAPI) installed and tracking purchases correctly on your website?

What is your monthly ad spend budget specifically for Meta Ads? *

Brand Assets & Creatives

Brand Guidelines *

Link to Creative Assets *

Do you have any current promotional offers, discounts, or bundles we can leverage for acquisition? *

Can you provide new creative assets on a monthly basis? *

Other Marketing Platforms

(For Future Scale)

While our immediate focus is scaling your Meta Ads,

understanding your broader marketing ecosystem helps us build a cohesive strategy.

Google Ads:Are you currently running Search, Shopping, or Performance Max campaigns? *

TikTok Ads:Do you have short-form, vertical video assets (UGC) available for testing? *

Email & SMS Marketing (e.g., Klaviyo):How large is your current email subscriber list? Do you have core automations (Welcome Series, Abandoned Cart) active? *

Other Platforms:Are you currently investing in Pinterest Ads, Snapchat Ads, or SEO? *

Goals & Expectations

What is your primary goal for the first 90 days of our partnership? *

What is your absolute maximum acceptable CPA (Cost Per Acquisition)? *

What is your break-even ROAS? *

Are there any specific products, collections, or hero items you want us to prioritize? *

When is your target launch date for our new campaigns? *