Section 01 of 07

Business overview

Let's start with the basics — this helps us position your marketing and speak to the right audience.

Business name

Website URL

Industry / niche

Years in business

Current monthly revenue (approx.)Helps us set realistic growth targets

What do you sell?Describe your core service in 1-2 sentences

Typical price point

How do you currently get clients?

1 of 7

Section 02 of 07

Goals & expectations

Understanding what success looks like ensures we're building toward the same targets.

Primary goal for working with usThe #1 outcome you want from this engagement

What does a great month look like?In terms of leads, calls booked, or jobs won

Monthly ad budget

Run paid ads before?

Previous ad results (if applicable)What worked? What didn't? Share any data you have.

Biggest frustration with marketing right now

Specific timeline or deadline?Seasonal push, launch date, or urgency we should know about

Section 03 of 07

Target audience

The more detail here, the more precisely we can target your ads and write copy that resonates.

Who is your ideal client?Age, location, homeowner vs. renter, property type, income

What problem do they have that you solve?The specific pain point that drives them to seek you out

What have they already tried before coming to you?Other platforms, DIY, or competitors they've used

Common objections they haveReasons they hesitate — price, trust, timing

Where do they spend time online?

Existing testimonials or case studies?Share Google review links or paste your best review below

Section 04 of 07

Offer, jobs & sales process

Tell us what jobs you want to focus on and how your sales process works — we'll build the funnel around it.

What types of jobs do you want to focus on? Select all that apply — these are the jobs we'll build your ads around

Emergency callouts Hot water systems Pipe relining Bathroom renovations Gas fitting Drain cleaning / CCTV Leak detection Commercial plumbing Strata / property mgmt New builds & renovations

Any other job types to focus on?

Which job type is your highest priority?The one service you most want to grow — this becomes your lead campaign

Jobs you want to avoid or phase out?

Main offer we're promotingThe specific service or package we're driving ad traffic to

Desired action from the ad

What happens after someone enquires?Walk us through the steps — call, quote, follow-up

Who handles sales / follow-up?

Typical follow-up speed

CRM or lead management system

Average close rate

Average client lifetime value

Section 05 of 07

Brand & creative assets

We'll use these to ensure all ads and materials are visually consistent with your existing presence.

Brand style guideLogo, fonts, colour guidelines — share a link or describe below

Primary brand colour

Secondary brand colour

Existing ad creativesImages or videos you've used before — share a Drive or Dropbox link

Professional photos or video?

Comfortable appearing on camera?

Messaging or tone to avoid

Section 06 of 07

Account access

Tick what you currently have set up — we'll follow up with specific access instructions for each.

Security note: Do not share passwords in plain text. Grant access via each platform's partner/admin invite, or use a secure method like a 1Password share link.

Platform	Access method	Have it?

Access notes or instructions

Section 07 of 07

Communication & final details

Last step. Let us know how to reach you and anything else we should know before we kick off.

Preferred communication channel

Best email *

Best phone number *

Best days / times to reach you

How often would you like performance updates?

Anyone else on your team to include?Name, role, and email for anyone who needs visibility

Anything else we should know?Past agency experiences, specific concerns, or goals we haven't covered