PPC / Adwords Onboarding Questionnaire Form

Name

First

Last

Full Business Name / Location Name

Street Address (Line 1)

Suite / Apt / Unit (Line 2)

City

State

Postal Code

Main Phone (To that business location)

Business or Main Email

Are we also able to track offline actions and sales such as calls?

Do you have any special offers or discounts on any of your products?

Who is your target market?

What is your exact service area? (List specific counties, towns, or a mile radius from your zip code).

Are there specific areas you want to AVOID?

Who are your main competitors? What distinguishes your business from them?

What are your most important products/services that you will be advertising?

What is your approximate margin on these products/services?

Do you have dedicated landing pages discussing these products/services? If so, what are the URLs?

we copyrights ads?

What are the features/benefits of buying these products/services?

KPIs (Key Performing Indicatiors) Whats most important to you? CHOOSE ONE

Return on Ad Spend (ROAS): The gold standard for e-commerce. (e.g., “I need to make $4 for every $1 spent.”)
Cost Per Acquisition / Cost Per Lead (CPA/CPL): The gold standard for lead generation. (e.g., “I need leads for under $50.”)
Return on Investment (ROI): Focuses on overall profitability after all costs (COGS, agency fees, etc.).

The "Growth" Options (Volume) CHOOSE ONE

Total Conversion Volume (Leads/Sales): “I don’t care about the cost yet, just get me as many customers as possible.”
Total Revenue Generated: Focuses purely on top-line income.

Year Established (or Started Work)

Specialties

Brands Carried (If relevant to your business)

Are you aware of any keywords related to your products/services that draw in customers?

Are there any keywords we should avoid in our campaigns?

Are there any trademarks, copyrights or other information we should know about when writing ads?

Any other Comments / Thoughts / Notes