ONBOARDING SURVEY

Please complete this short survey in order for us to start working on your account.

Full Name *

Email *

Phone *

Legal Business Name *

Website *

Business Type *

Employer Identification Number (EIN) *

Address

Street Address *

City

State

Country

Postal code/ Zipcode *

Offers (Please list out any offers that can be used in campaigns (nothing will go live without your approval) *

Monthly Ad Budget? *

What are your top selling services or products? *

Credibility (Years in Business, # of customer, news etc): *

What is the Lifetime Value of a Customer?

Looking ahead 6 months from now, what outcomes or milestones would need to be achieved for you to feel exceptionally pleased with our service? *

Do you have a CRM? If so, what is the name of it? (Please add zac@zactavenner.com to the account as an admin for tech integrations) *

Website Login Access (For Pixels / Tracking) *

What are your target location/service areas? (Which countries or regions can we target ads to?) *

Top Competitors *

Any No-No's with the brand we should be aware of?

Drive Folder Access

Please add all logos, imagery, videos and any other assets you feel would help the campaigns inside the Google Drive folder (link provided at the top of document)

Google Drive or Dropbox (link to your drive folder - please make sure we have editing permissions)

Logo Upload

Other Brand Design Elements such as Font: (font style)

Payment Information

This To Add Your Credit Card to New Advertising Accounts (No Charge Will Occur)

Name on Card *

Credit Card Number *

Valid Thru Date: *

Security Code: *

ONBOARDING SURVEY

Please complete this short survey in order for us to start working on your account.

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