Client onboarding

Welcome aboard. This form gives me everything I need to plan and build your campaigns, so we can skip the back-and-forth emails. It takes about 10 minutes. Anything you are unsure about, leave blank and we will cover it on our call.

1. Your business

Business name *

Your name *

Email *

Website

What should the ads promote? *Main services or products, in order of priority

Anything we should not advertise or say?

Average sale or job value *Roughly, in your currency

How many enquiries become customers?e.g. about 1 in 3

Where are your customers? *Service area, cities, or countries you ship to

Your top 3 competitorsNames or websites

Why do customers choose you over them? *Price, speed, quality, guarantee, reviews, experience

Busy and quiet times of year

2. Handling leads

Who answers new enquiries, and how quickly? *Fast replies make a big difference to results

Business hours

Phone number for ad calls

Email address for lead notifications *

3. Offer and budget

Any offer to promote?Free quote, discount, consult, bundle

Monthly ad budget *In your currency, paid directly to Google or Meta

Ad spend billing *

I understand ad spend is charged to my own card in my own ad accounts

4. Brand and assets

Upload your logo, photos and short videosUp to 8 files, 20 MB in total. Real photos of your work, team or products beat stock images.

Or a link to a shared folderGoogle Drive, Dropbox or OneDrive, for anything bigger

Reviews or testimonials we can usePaste them, or link to your Google or Facebook reviews

Brand colours and fontsIf you know them

5. Access

Please send these invites to hello@getgregorydigital.com, then tick what you have done. Never share passwords; each platform has its own invite.

Invites sent

Google Ads: accepted the link request from my manager account Meta: added Gregory Digital as a partner on the ad account, Page and pixel Google Analytics (GA4): added as Editor Google Tag Manager: added with Publish access WordPress: created a user for me, or Shopify: accepted my collaborator request Google Merchant Center (online stores only) Google Business Profile: added as a manager (local businesses)

Need help with any of these?Tell me which ones and I will send step-by-step instructions

6. Working together

Who approves ads and pages? *

How would you like updates? *

Anything else?

Rather have it done for you?