Full Name
Email
Phone
Business Fundamentals
Company Name
Industry/Niche
What do you PRIMARILY sell or provide?
(Be specific about your main product/service offering)
What is your SECONDARY offering?
(if applicable)
What is the average price point or transaction value?
$
How do customers typically purchase from you?
Select all that apply
Online (website/e-commerce)
In-person (physical location)
Phone call/consultation booking
Lead form then follow-up
Other
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Target Customer
Describe your ideal customer in detail:
Age Range
Gender
Location (city, region, country)
Income level (if relevant)
Occupation/profession (if relevant)
What does your customer care about most when choosing a solution like yours?
Select all that apply
Price/affordability
Quality/premium experience
Convenience/speed
Results/outcomes
Reputation/trust
Other
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What problem does your customer have that you solve?
Where does your customer currently look for solutions like yours?
Select all that apply
Google search
Social media
Referrals/word of mouth
Local directories
Other
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Business Goal & Success Definition
What is your PRIMARY business goal for advertising?
Select one
Generate leads (contact information for follow-up)
Drive direct online sales/purchases
Get people to book appointments/consultations
Increase phone calls to the business
Drive foot traffic to physical location
Build brand awareness in the market
Other
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What does success look like for you? (Be specific)
What is an acceptable cost per result for your business?
Cost per lead?
$
(Only if applicable)
Cost per sale?
$
(Only if applicable)
Cost per appointment?
$
(Only if applicable)
Current Marketing Assets
Do you have a website?
Yes
No
Website URL?
Can people purchase, book, or submit a lead form directly on your website?
Yes
No
What social media presence do you currently have?
Select all that apply
Facebook Page
Instagram Page
Other Platforms
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Facebook Page URL
Instagram Page URL
Other Platform URL's
Do you have any existing creative assets we can use?
Select all that apply
Professional photos of products/services
Customer testimonials/reviews
Video content
Logo and brand guidelines
Nothing yet (we need to create everything)
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Do you have any existing customer data or email lists?
Yes
No
Not Sure
How many contacts?
Competitive Landscape
Who are your main competitors?
Competitor 1
Competitor 2
Competitor 3
(List 2-3)
Are your competitors advertising on Facebook/Instagram?
Select one
Yes, actively
Some are
Not that I've noticed
Not sure
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What makes you different from your competitors? (Your unique advantage)
Budget & Timeline
What is your confirmed monthly advertising budget?
$
How long are you committed to running ads consistently?
Select one
3 months minimum
6 months minimum
12 months or longer
Testing for 1-2 months first
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When do you want to launch ads?
Customer Journey & Sales Process
What happens after someone responds to your ad?
(Describe your sales process)
How long does it typically take from first contact to becoming a customer?
Select one
Same day/immediate
1-7 days
1-4 weeks
1-3 months
Longer than 3 months
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What percentage of leads/inquiries typically convert to paying customers?
Do you have capacity to handle increased customer volume?
Select one
Yes, we can scale immediately
Yes, but limited capacity
Need to plan for it
Not sure
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Previous Advertising Experience
Have you ever advertised before? (Any platform)
Never advertised anywhere
Yes
Where have you advertised before?
What advertising worked well and what didn't?
What worked well?
What didn't work?
Do you have access to your Meta Business Manager account?
Select one
Yes, I own it
Yes, but need help accessing it
No, need to create one
Not sure what that is
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Do you have a Meta Pixel installed on your website?
Select one
Yes, and it's working
Installed but not sure if working
No
Don't know what that is
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Content & Messaging
What key message do you want to communicate to potential customers?
What objections do customers typically have before purchasing?
Objection 1
Objection 2
Objection 3
What proof do you have that you deliver results?
Select all that apply
Customer testimonials/reviews
Before/after photos or case studies
Certifications/credentials
Years in business
Number of customers served
Guarantees/warranties
Other
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Do you have any special offers, promotions, or lead magnets?
Yes
No
No, but open to creating one
What are your special offers, promotions, or lead magnets?
Expectations & Communication
What are your expectations for response time on leads/inquiries?
Select one
Respond within 1 hour
Same business day
Within 24 hours
Within 48 hours
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Who will be managing lead follow-up?
Select one
Me (business owner)
Sales team member
Not sure yet
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How often would you like performance reports/updates?
Select one
Weekly
Bi-weekly
Monthly
Only when something important happens
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What concerns or fears do you have about Meta advertising?
Is there anything else about your business, market, or goals that would be helpful for us to know?
