New Customer Questionnaire

Business Name *

Contact Name *

Contact Phone *

Contact Email *

Website or Contact Link

Business Address *

What specific products or services are we promoting in this campaign? *

What sets your business apart from the competition? What is your Unique Selling Proposition (USP)? *

How long have you been in business? *

Do you offer free quotes, free evaluations, specific promotions, discounts, or seasonal angles we should leverage? *

What is your preferred method of contact? *

Are you responsive to Facebook and Instagram messages? *

How many new customers are you looking to gain per week? *

Are you looking for immediate appointments or online sales? *

What does a win look like 90 days from now? *

What is your allocated monthly funding for Meta platforms? *

Have you run Meta ads in the past? If yes, what worked well, and what failed? *

What is the ideal service area of your business? *

Who is your Ideal Customer Profile (ICP)? Include demographics, pain points, and interests. *

What are the top 2–3 objections potential customers have before buying or opting in? *

Do you have existing customer lists (emails/phone numbers) we can upload for Lookalike Audiences or exclusions? *

Who are your top 3 primary competitors? *

Are there any competitor ad creatives or messaging angles you admire (or want to avoid)? *

Do you have existing visual assets (raw video footage, User-Generated Content, product photography) we can use? *

Do you have strict brand guidelines, tone-of-voice rules, or compliance constraints? (Crucial for regulated niches like finance, health, or real estate) *

What style or tone do you want to convey with your brand? *

Playful & Friendly

Sophisticated & Elegant

Bold & Rebel

Authoritative & Expert

Empathetic & Caring

Inspirational & Passionate

Facebook Profile Name *

Instagram Profile Name *

Business Account? *

Yes

No

Phone Number for Ads *

Is the Meta Pixel installed and tracking key events on your website?

Yes

No

Not sure

Where will the ad traffic land? Are the landing pages optimized for mobile devices? *

Any CRM, email platform, or sales funnel tools need to be connected to lead generation? *

How many email leads do you currently receive from your website per week? *

Are you happy with the performance of your website? Do you monitor your website’s monthly statistics? *

Additional Comments

New Customer Questionnaire

Business Fundamentals

Campaign Goals

Audience Targeting

Competitive Landscape

Branding & Creative Assets

Technical Setup