Client Onboarding

Thank you for choosing Full Stack Media LLC. This form helps us understand your business, your audience, and your goals so we can build campaigns that actually work. Please be as detailed as possible. The more we know upfront, the faster we can launch and the better your results will be. All information is kept confidential.

1. Business Information

Business Name:

Contact Name (primary point of contact for this campaign)

Phone Number:

Email Address:

Business Address:

Website URL:

Facebook Page URL:

Instagram Handle:

Any other social media links (LinkedIn, TikTok, YouTube, etc.):

What locations do you serve? (cities, ZIP codes, counties, statewide, etc.)

Be as specific as possible. If there are areas you do NOT want to target, list those too.

What industry or category best describes your business?

How long has your business been operating?

2. Goals and Expectations

What is your primary goal for this campaign?

Generate leads (quote requests, contact form submissions, phone calls)

Get bookings or appointments

Drive in-store or in-person traffic

Increase brand awareness in my area

Promote a specific event or limited-time offer

Other

If you selected other for primary goal, specify here:

What does a 'win' look like for you? What would make this campaign a success in your eyes?

How many leads or inquiries per month would make you happy?

What is the average value of one new customer to your business?

If you sell a product, what's the average sale? If it's a service, what's the average contract or policy value?

What is the lifetime value of a customer? (How long does a typical customer stay with you?)

3. Target Audience

Who is your ideal customer? Describe them in as much detail as possible.

Think about age, gender, income level, homeowner vs. renter, family status, profession, etc.

Age range of your typical customer:

Geographic area you want to target (cities, ZIP codes, radius from your location):

Are there any areas you want to EXCLUDE from targeting?

Who is the decision-maker — the person who actually pulls the trigger?

What language(s) should ads be in?

English only

Spanish only

Both English and Spanish

Another Language

If you selected another language, please specify the language(s) here:

Are there any life events or triggers that make someone need your service?

4. Your Offer and Messaging

What specific service or product do you want us to promote first?

Focus on ONE thing to start. We can expand later.

Do you have a special offer, promotion, or incentive you'd like to include?

Why do customers choose YOU over the competition?

What is the #1 objection or hesitation people have before buying from you?

Is there anything we should NEVER say or claim in your ads?

Any compliance restrictions, industry regulations, or brand guidelines we should know about?

Do you have any existing brand guidelines, logos, or brand colors we should use?

Yes (please send separately)

No — use your best judgment

5. Lead Handling and Response

If you selected CRM system or other, please specify here:

Who on your team is responsible for responding to leads?

Name, role, and direct phone/email if different from above.

Do you have a script, template, or standard message you send to new leads?

Yes (please send separately)

No — I need help creating one

What does your sales process look like after you get a lead?

6. Budget and Advertising Strategy

What is your monthly ad spend budget? (This is paid directly to Meta, separate from our fee.)

Have you run paid ads before? (Facebook, Instagram, Google, etc.)

Yes

No — this is my first time

If yes, what worked well? What didn't?

Do you currently have any of the following set up? (check all that apply)

If you are using a CRM, please specify here which one:

7. Website and Tracking

If you selected other, please specify your website platform here:

Do you have access to edit your website? (or can you provide us access?)

Yes

No — my web developer handles it

Not sure

Are you open to us building a dedicated landing page for your ads?

Yes

No — I prefer to use my existing website

Let's discuss

A landing page is a standalone page designed specifically to convert ad traffic into leads. It often performs better than sending traffic to your main website.

8. Competitors and Market Position

Who are your top 3 competitors? (name and website if you know it)

What do they do well? What do they do poorly?

Are any of your competitors running social media ads that you've noticed?

Yes — I've seen their ads

No

Not sure

9. Content and Creative Assets

Do you have any of the following that we can use in your ads? (check all that apply)

Professional photos of your business, team, or products

Video footage (testimonials, behind-the-scenes, events, etc.)

Customer testimonials or reviews (written)

Logo files (PNG, SVG, or AI format)

Previous ad creative that performed well

None — I'll need Full Stack Media to create everything

Are you comfortable appearing on camera for short video ads? (or is there someone on your team who would?)

Yes — I'm comfortable on camera

Yes — someone on my team can do it

No — I'd prefer not to be on camera

Are there any ads from other businesses (even outside your industry) that you like the style of?

Share links or screenshots if possible.

10. Seasonality and Timing

What is your busiest month(s) of the year, and why?

What is your slowest month(s) of the year, and why?

Are there any upcoming dates, events, or deadlines we should plan around?

When would you ideally like ads to start running?

As soon as possible

Within 2 weeks

Next month

A specific date

If you selected a specific date, please write it down here:

11. Anything Else We Should Know

Is there anything else about your business, your customers, or your goals that would help us build a better campaign?

By checking this box, I consent to receive transactional SMS notifications (e.g., lead alerts, appointment confirmations) from Full Stack Media LLC. about advertisement campaigns and lead generation. Message frequency depends on lead activity, message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

By checking this box, I consent to receive marketing and promotional messages including special offers, discounts, new product updates among others from Full Stack Media LLC. at the phone number provided. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

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Full Stack Media LLC

Full-service social media management for brands that need strategy, content, posting, ads, and results.

Contact Details

[email protected]

+1(786)445-8483

Miami, FL