Let’s build your PPC campaign

Thank you for partnering with us to manage your PPC campaigns! To create a campaign that delivers results, we need to understand your business and your goals.

This form is designed to collect the insights we need to:

Identify your ideal customers
Craft targeted messaging that speaks to their needs
Set up and optimise your campaigns for maximum impact

The more information you provide, the better we can tailor your strategy to achieve your goals. Don’t worry—it’s a conversational process, and we’re here to guide you if needed.

Let’s get started.

PPC Client Kick Off Form

Contact

Section 1: Company and Contact Information

To ensure everything runs smoothly, we need to confirm some key details about your business and the main point of contact for this campaign. Please fill out the fields below to ensure the information we have is up to date.

Official Company Name

Main Contact Full Name

Position/Title

Phone/Mobile

Company Website

Section 2: Business Overview

This section helps us pinpoint what sets your business apart, which in turn allows us to craft campaigns that highlight your strengths and outmaneuver the competition. Please share as many specifics as you can—these details help us develop strategies that resonate with your target audience and outperform key competitors.

Briefly describe your business and industry.

List the products or services you want to promote.

What are your unique selling points (USPs)?

What makes your business stand out from competitors?

Who are your main competitors?

Section 3: Campaign Objectives

To ensure your PPC campaign delivers maximum ROI, we need to understand your goals and key metrics. This information allows us to accurately reverse-engineer your campaign strategy and set a clear path toward achieving your targets.

What are your primary goals for the PPC campaigns?

Increase website traffic

Generate leads

Boost sales/conversions

Increase brand awareness

Other (please specify)

If other, please specify here

What is the average order value (AOV) or average value per sale?

Do you know your Customer Lifetime Value (CLV)?

Yes

What is your Customer Lifetime Value (CLV)?

What is your typical conversion rate for leads or sales?

What is your estimated monthly PPC budget or investment range?

400

Section 4: Target Audience

Help us understand the type of people you want to reach with your ads. The more you share about your ideal customers, the better we can tailor your campaign to their needs.

Describe Your Ideal Customers

Think about the types of people who would benefit most from your products or services. For example:

What is their age range? (e.g., 25-45)
What kind of work do they do? (e.g., teachers, business owners, retirees)
What are their hobbies or interests? (e.g., golf, cooking, travel)
What challenges or problems do they face that you can solve?

Feel free to list different types of customers if they vary. For example, “Young families who need home repairs” or “Professionals looking for time-saving tech solutions.”

Client description

What would you call this type of customer?	Who are they?	What problems do they have that you can help solve?	Are they based in specific locations?

Geographic Targeting

Are there any places/locations you don’t want your ads to reach?

Yes

Please list where and why

Section 5: Website Access

To set up and optimise your PPC campaigns, we need access to certain parts of your website and domain. This ensures proper tracking, campaign performance, and, if required, the ability to create landing pages.

Website Access Instructions:

Website Platform: Let us know which platform your website uses (e.g., WordPress, Shopify, Wix).
Grant Us Access: Add our account as a user or administrator in your website settings.
- Use the following details to grant access:
  - Email: [email protected]
  - Role: Administrator (temporary access is fine if preferred).

Domain Access Instructions (DNS Settings):

We’ll need access to your domain settings to verify your website with platforms like Google and Facebook and configure tracking.

Log in to your domain registrar (e.g., GoDaddy, Namecheap).
Add us as a user, or if you're comfortable and easier, share login credentials via a secure method (e.g., email or secure sharing link).

I confirm that I will provide the necessary access to my website and domain settings, or I will contact [email protected] for assistance.

Yes, I will provide access.

I need assistance with this.

Section 6: Advertising Platforms and Accounts

We need access to your advertising and analytics accounts to set up and manage your PPC campaigns effectively. If you don’t already have these accounts, we can create them for you.

Do you have an existing Google Ads account?

Yes

No, please set one up for me

If yes, please provide your Google Ads Customer ID.

Email associated with the account:

Facebook Business Manager and Ad Account

Do you have an existing Facebook Business Manager account?

Yes

No, please set one up for me

Please provide your Business Manager ID and Ad Account ID.

Business Manager ID:

Ad Account ID:

Email associated with the account:

Instruction: If you already have a Business Manager account, please add us as a Partner using the instructions below.

Instructions to Add Us as a Partner:

Go to your Business Settings in Facebook Business Manager.
Under Accounts, select Pages and click Add.
Choose Assign Partner and enter our Business Manager ID: 225523836360119
Select the necessary permissions:
- For Page management: Enable "Ads" and "Insights".
Save and confirm the invitation.
Let us know once this is complete so we can confirm access.

Note: Meta update these options freqeuntly, if there is any confusion please get in touch.

If no, do you have a facebook page?

Yes

No, please set one up for me

Instruction:
If you only have a Facebook Page but no Business Manager or Ad Account, we can set this up for you. Please grant us access to your Facebook Page by following these steps:

Steps to Grant Access to Your Facebook Page:

Go to your Facebook Page.
Click on Settings (found in the left-hand menu).
Select Page Roles.
Under Assign a New Page Role, enter our email address: [email protected]
Assign us the Advertiser Role or Admin Role (if you want us to set up the Business Manager and Ad Account).
Click Add and confirm the invitation.
Let us know once this is complete.

Instruction:
If you don’t have a Facebook Page, we can create one for you. Please provide the following details:

Page Name:

Business Description:

Logo or Profile Picture:

Choose File

Cover Photo:

Choose File

Google Analytics Account

Do you have Google Analytics set up on your website?

Yes

No, please set this up for me

If yes, please add us as a user so that we can track conversions in your PPC campaign.

Add "[email protected]" as a user with either an "Admin" or "Editor" Role

Google Tag Manager

Do you use Google Tag Manager on your website?

Yes

No, please set this up for me

If yes, please add us as a user so that we can track conversions in your PPC campaign.

Add "[email protected]" as a user and make sure you tick "Publish" on the container permissions

Social Media Accounts

Please provide a link to your Facebook profile:

Section 8: Additional Information

Provide any other details or concerns.

Is there any additional information or special requests you'd like us to know?

Contact details

We take meetings online & Face to Face:

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Give us a call

01993 688301

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Drop us an email

[email protected]

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Let’s build your PPC campaign

Section 1: Company and Contact Information

Section 2: Business Overview

Section 3: Campaign Objectives

Section 4: Target Audience

Describe Your Ideal Customers

Section 5: Website Access

Section 6: Advertising Platforms and Accounts

Section 8: Additional Information

Contact details

Give us a call

Drop us an email

Get in touch

Services

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