New Client Intake Form - Google Ads - Microsoft Ads

Please tell us about your business & advertising goals. If there’s a question that doesn’t apply or you don’t know, simply reply with “NA”. Thanks!

Advertiser's Company Name*
Name & Email of Advertiser*
Agency or Reseller Company Name?*
Agency or Reseller Name and Email Address?*
Agency or Reseller Phone Number?*
Names & Emails to provide access to Online Reporting dashboard?*
Names & Emails to Send Monthly Reports?*
Advertiser's main URL (and any landing page URLs)?*
Where would you like to Advertise?*
- Google Ads Search
- Google Ads Remarketing
- Google Ads Display
- Google Ads Shopping
- YouTube
- Microsoft Ads Search
- Microsoft Ads Remarketing
- Microsoft Ads Display
- Microsoft Ads Shopping
Monthly Google Ads Budget?*
Google Ads Account # or Manager Account # ? (if you do not have an account, just let us know)*
Do you have a Google Analytics GA4 account? (if you do not have an account, just let us know)*
For YouTube Ads, please provide the YouTube Channel and specific video URLs that you'd like to advertise
What is the email associated with your Google Business Profile (aka Google My Business)? (if you do not have an account, we recommend setting one up at www.google.com/business)*
Monthly Microsoft Ads Budget?*
Microsoft Ads Account # or Business Manager # ? (if you do not have one, just let us know)*
What are the goals of your ad campaigns? (e.g. get more leads, increase website visits, get more online sales, increased brand recognition, add more followers, etc.).*
Where are your target customers geographically located? (i.e. what city, state, or country and any radius settings)*
What days and time schedule would you like your ads to run?*
What does your target customer look like? (e.g. likes, interests, age, income, gender, and anything else you can tell us)*
URLs of Top 3 Competitors*
What differentiates your business from your competitors that absolutely no one else can claim (i.e. what is your USP or Unique Sales Proposition)?*
If your business was an automobile, what make and model would it be? (e.g. Ford F150 truck = tough rugged worker; Honda Accord = practical value conscious)*
For lead gen sites, what is the avg lifetime value of a new customer?*
For lead gen sites, what is your leads to sales ratio? (i.e. On average, how many leads does it take to acquire a new customer)*
For lead gen, what specific services or products do you want to advertise for?*
For ecommerce sites, what is your shopping cart platform (e.g. Shopify, WooCommerce, etc)?*
For ecommerce sites, what is your avg shopping cart value?*
For ecommerce sites, what is the profitability of your avg shopping cart?*
If you have image ads, videos, or pictures that you'd like to use in the ads, please share some details here and we will send a follow-up email to collect these assets.*
If you have a customer or prospect email list with over 2,000 emails, please upload it here:
Max. file size: 50 MB.
Comments or Additional Information You'd Like to Share:*
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New Client Intake Form – Google Ads – Microsoft Ads

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