⛵ Client Onboarding Questionnaire!

🔵 Ahoy - Welcome aboard!

Please fill out this form so we can navigate this project successfully together! 🧭

1️⃣ How can we help?

1.1 What’s the main goal of running Google Ads for your business? (Select all that apply)

Services

Increase sales / conversions

Generate more leads

Drive traffic to my website

Promote brand awareness

Launch a new product / service

Other

1.2 What does success look like to you in this project? In a few sentences, describe what success looks like for your Google Ads campaigns. Include specific results or metrics if possible (e.g., leads, sales, revenue, website traffic, brand awareness).

1.3 What are the biggest challenges you're currently facing with your marketing and sales?

1.4 What’s your industry or niche?

2️⃣ Your Customers & Market

2.1 Describe your ideal customer in detail: age, gender, location, interests, behaviors, challenges, and what motivates them to buy.

2.2 Who are your main competitors? (Please provide website links if possible)

2.3 What makes you stand out from your competitors?

3️⃣ About Your Digital Platform

3.1 Where do you currently sell or promote your products or services? (Select all that apply)

My own website (Shopify, WooCommerce, Squarespace, etc.)

Marketplaces (Amazon, Etsy, etc.)

Physical store

Social media

I currently don't sell or promote on any platforms

Other

3.2 Please provide links to all online platforms and websites where your products or services are sold or promoted. Include URLs and any notes about performance or focus area.

4️⃣ Google Ads Setup

4.1 Do you already have a Google Ads account?

Yes - actively running campaigns

Yes - but not currently active

No - not yet

4.2 Do you have Google Analytics (GA4) and/or conversion tracking set up?

Yes - fully set up

Yes - but needs work

No

Not sure

4.3 Do you have Google Tag Manager set up?

Yes

No

Not sure

4.4 If you’ve run Google Ads (or other digital ads) before, describe your campaigns, what worked, what didn’t, and key metrics (click-through rate, conversions, ROI, etc.).

4.5 To get started, we'll need access to your Google Ads and Google Analytics (and possibly Google Tag Manager) accounts. We will send separate instructions on how to grant this access. Please check here to confirm you've seen this note:

4.5 Google account access concents

Yes

5️⃣ Budget & Timeline

5.1 What is your target monthly budget for Google ad spend (the amount paid directly to Google)?

5.2 Do you have a specific campaign launch date or timeline in mind?

6️⃣ Creative Assets & Messaging

6.1 Do you already have ad creatives (images, videos, text)?

Yes - ready to use

Yes - but may need updates

No - I'll need help creating them

Other

6.2 Do you have a folder with brand assets (logos, images, videos, etc.) you can share with us? (A Dropbox or Google Drive link is perfect).

6.3 What’s the primary message you want to communicate to potential customers?

Examples: our artwork transforms spaces and sparks conversation, we craft instruments that inspire musicians, each handmade piece tells a story, or we bring creativity and color into everyday life.

6.4 If your brand were a person at a party, how would it talk to people? Describe the personality and tone it would use. Examples: the trusted expert who gives clear advice, the friendly neighbor who makes everyone feel welcome, the witty storyteller who keeps things fun, or the bold trendsetter who inspires confidence.

6.5 Are there words, phrases, or styles you want us to avoid in your messaging? Are there words or phrases you want emphasized?

7️⃣ Products & Sales

7.1 What offers, promotions, or products/services do you want us to prioritize in you rads? (include links to landing pages or provide a separate document)

7.2 Tell us about your top-selling products. Please provide links to your sales overview or upload sales reports. Are there any differences between online sales and other places where you're selling?

(Optional) Please upload your most recent sales reports or analytics data, focusing on online sales performance.

8️⃣ Annual Campaign Planning

8.1 Are there any important seasonal trends in your industry that we should know about? (Examples: Black Friday, holiday season, back-to-school, summer sales, festival/event peaks, etc.)

8.2 Do you have fixed annual events, launches, or promotions we should plan for? Please specify any key dates, such as product launches, seasonal promotions, or industry events, that we should consider in our campaign planning.

8.3 Are there quieter periods when you’d typically scale back ads?

8.4 Do you already have a marketing calendar we should align with?

Yes - I'll share it

Not yet - would like help with this

No - we plan as we go

9️⃣ Project Contact Person

Please provide the details of the person we’ll work with for approvals, reviews, and decisions to keep the project moving smoothly.

9.1. First Name

9.2. Last Name

9.3.Email

9.4. Business Name (if you don't have one, just write your name + Art)

9.5 Please select your preferred method of communication for updates and discussions.

Shared Slack channel (Our recommendation - we can help you set it up!)

Email

Other

Thank you!

That's everything! Thank you for taking the time to provide this valuable information. We'll review your responses and be in touch to outline the next steps.

We are thrilled to get started! 🤩

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