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Meta Ads Discovery Questionnaire

Company Information

Business Name:*

Website URL*

Primary Contact Name & Title:*

Email Address:*

Phone Number:*

Business Location (City, State)

Country/Region*

Address*

City*

Zip / Postal code*

Do you serve customers locally, regionally, or nationwide?*

Business Overview

Short Briefly describe your business and what you offer.*

Who is your ideal customer? (Demographics, role, industry, pain points)*

What problem does your product or service solve?*

Campaign Goals

What is the primary goal of this Meta ad campaign?*

Lead generation

Website traffic

Online sales

Booked calls/appointments

Brand awareness

Other (please explain)

How will you define success for this campaign?*

Are there specific KPIs you want to track? (Cost per lead, ROAS, conversions, etc.)

Offer & Funnel

What specific product, service, or offer will be advertised?*

Do you currently have a landing page or sales page for this offer?*

Yes

No

In progress

What happens after someone clicks the ad? (Form fill, call booking, purchase, etc.)

How quickly does your team follow up with leads?*

Previous Advertising Experience

Have you run Meta ads before?*

Yes

No

If yes, what worked well?*

What did not work or caused frustration? *

Budget & Timeline

What monthly ad spend are you comfortable with? (Ad spend only, not management fees)*

Is this a short-term campaign or ongoing?*

Are there key dates, launches, or deadlines we should be aware of? *

Audience & Targeting

What geographic areas should be targeted?*

Do you have existing customer data we can use?*

Email list

Website traffic

Past buyers

None

Are there specific interests, behaviors, or job titles you want to target?*

Creative & Brand Assets

Do you currently have ad creatives?*

Images

Videos

Copy

None

Will you need creative development as part of this campaign?*

Yes

No

Do you have brand guidelines or assets we should follow?*

Tracking & Access

Do you have a Meta Business Manager account?*

Yes

No

Is the Meta Pixel installed on your website?*

Yes

No

Not Sure

How do you currently track leads and conversions? *

Who will be the primary decision-maker for this project?*

When are you hoping to start?*

Is there anything else you’d like us to know before we prepare recommendations?

Final Question (Optional but Insightful)

If this campaign performs well, what would that change or improve for your business?

Stivers Media

Marketing, design, and strategy for
local government, nonprofits and mission driven organizations.

Schedule a Consultation

Traci@Stivers-Media.com

513-320-7038

Carlisle, Ohio 45005

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