Fill Out this Onboarding Form with all the applicable information. Let me know if you have questions.

Please fill out the information below

Make sure it's the best email/phone to reach you at.

First Name *

Last Name *

Phone *

Email *

Website *

Service Niche *

What's your main offer? (Include starting at prices, discounts, structure, who it’s for) *

Do you currently have a video ad created or do you need help creating one? *

Yes (please link below)

No (I need help creating one)

Google Drive/Dropbox Link for Video Ad(s)

Service Area

Please upload a spreadsheet file of your service area zip codes. If you don't have one of these, make a copy of my sample sheet by clicking here. Once it is done, link OR upload your file below.

(please include a file upload OR link for me)

Service Area File Upload

Click to upload

Google Sheet Service Area Link *

CRM Users

Please upload a spreadsheet file of your salesteam users (whoever will be tracking & calling the leads inside our CRM). Make a copy of our sample sheet by clicking here. Once it is filled out, link OR upload your file below.

(please include a file upload OR link for me)

CRM File Upload

Click to upload

List of Sales Employees to Add to CRM *

Don't type names in here, please fill out the sheet

A2P Phone Number Registration & Meta Business Verification Requirements

Below is the information we need from you to verify your phone number to send text messages to the leads we generate.

To also keep your ads running without interruptions, Meta requires us to verify your business. We'll use the legal business name, EIN, and address you entered below.

During verification, Meta will send a short code by email. We will reach out to get that code in the next few days.

Your information is safe and will never be shared.

Complete Business Name *

Please enter the official business name as it was registered

EIN Number *

If you are outside of the US, enter your business registration number here

Address *

Street Address

Country

State

City

Postal code

Facebook/Instagram/Website Access

You need to share Full Access to your Facebook/Instagram page(s), & Meta business portfolio to me & my team's email: [email protected], [email protected], & [email protected].

You must watch this video in order to invite us to your Meta Business Portfolio, CLICK HERE to see how to do it.

If you skip this part then we won't have access to create your ads & your launch date will be delayed.

Feel free to reach out with questions & concerns as I am here to help.

Did you invite us to your Facebook, Instagram, & Meta Business Portfolio with our emails above? *

Facebook Page Link *

Instagram Page Link *

We will need a point of contact to the person who manages & edits your website. We will request a meta pixel to be installed on your website, so we can retarget your current website visitors on Facebook & Instagram.

Please let your website manager know that we will be reaching out.

Website Manager's Email *

Ad Account Payment Method

Before we can launch your campaign, your payment method must already be in the ad account.

Meta won't run a single ad without it. In order for us to launch on the start date you chose, this has to be done now.

You must watch this quick step-by-step video and add your payment method: Watch the walkthrough

Did you watch the step-by-step video and add your payment method to the ad account? *

Budget & Scheduling

Preferred Weekly Call Day/Time *

Please include timezone

Ad Campaign Launch Date *

We need 48 hours to edit the videos once we receive them from you.

Ad Spend Tier *

Brand Assets

Brand Colors (Hex Codes If Possible) *

Primary
Secondary
Other

Logo Upload *

**Make sure the logo has a transparent background**

Anything else we should know before we build?