Facebook ads biz notes from bear 07.10.2018-00.20

Rick mulready

Facebook client intake form

5_Keys_to_Getting High-Quality_Clients.pdf

Ad%20Manager%20AOPT%20episodes.pdf

FBAM_Client_Intake_Form.pdf

Niche_Worksheet.pdf

OneoftheBestWaystoLowerYourFacebookAdCosts.

Client Intake Form

Welcome, my friend! I’m pumped to start working with you and growing your business with new leads and sales from Facebook ads. As we start on this journey together and to set up for our success, please take a few minutes to complete this questionnaire. I can’t start working on growing your business until I get these answers back from you. Looking forward to getting things going!

Your Full Name:

Business Name:

Facebook Ad Account Number

Page Name (Business Page):

Website URL:

Best Email Address:

Phone Number:

Do you have any brand/design guidelines? (Please list all the fonts and Pantone or Hex colors you use regularly):

What other social media platforms are you currently using on a regular basis?: Do you use a landing page software? If so, which one?:

What email auto-responder do you use?:

What is your goal in running Facebook ads?:

What is your planned monthly budget as you start testing Facebook ads?: Describe in as much detail as possible what your product or service is (please be specific!):

Please describe your ideal customer in as much detail as possible:

Who are your top 3 competitors?:

What are 5 Facebook pages that your ideal customer might be interested in?: Where might your ideal customers shop? (i.e. - Whole Foods):

What brands and/or publications are your ideal customers interested in?

Do you know how much a customer is worth to you? What’s the value of that customer? How much can you make off of that customer?

Do you have any written and/or video testimonials from your customers? What would make working with us a memorable experience for you?:

How did you hear about us?:


Client Onboarding Checklist

This is a list of assets you’ll want to make sure you get from your client. Note that not everything on the list will be applicable for every client.

For example, you might be creating the landing page, in which case you won’t need the URL.

  • [ ] Have you received the new client intake form back?
  • [ ] For branding purposes: Fonts, colors, logo (all variations)
  • [ ] Ad copy Images
  • [ ] Video files (if applicable)
  • [ ] Landing page URL
  • [ ] Thank you page URL
  • [ ] Any necessary Dropbox/Google Drive access and links (for images, etc.) Access to Ads account
  • [ ] Access to Facebook Business Page
  • [ ] Received email list (if client has one)

Ideal Client Checklist

Ep 121

How much to charge?

How much is client spending

Monthly fee + One time set up fee (could be anywhere bw 500 to 5000. Could be waived though

Setting up the campaign Targeting audience research The creative Etc

200-500 a month to start Up to 500-1000

Look at the pricing in phases

Monthly + percentage of ad spend

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