Meta Ads – Intake Form & Onboarding Page

Let’s Launch Your Meta Ads Campaign the Right Way
We’re excited to help you generate leads, increase sales, and grow your brand with high-performing Meta ads across Facebook and Instagram.
Please complete this quick onboarding form so we can understand your business, goals, and ad strategy needs.

Full Name of Main Contact Person:

Main Contact Email Address:

Main Contact Phone Number:

Business Email Address:

Business Phone Number:

Do you have a physical business location?

Yes No

Business Address (for local targeting, if applicable):

What is your primary goal for Meta Ads? (Select all that apply):

Do you have any specific offers, promotions, or events you'd like us to promote?

What geographic locations do you want to target?

What is your ideal customer or audience? (Demographics, interests, age group, etc.)

Do you prefer targeting:

Local Regional National International

Meta Business Access

Do you already have a Meta Business Manager account? (Yes / No)

Yes No

If yes, please share your Business Manager ID

If no, would you like us to help you set one up? (Yes / No)

Yes No

Do you already have a Facebook Page and Instagram account connected to your business?

Yes, both connected Only Facebook Only Instagram Neither

Please grant partner access to: seo@mazordigital.com
(Instructions will be provided if needed)

Creative & Content Assets

Do you have existing graphics, videos, or branding materials for ads? (Yes / No)

Yes No

If yes, please share a Google Drive link or upload files

Would you like us to design creatives for your campaign? (Yes / No)

Yes No

o you have specific messaging, headlines, or calls to action you’d like included in the ads?

What products/services should we focus on in the ads?

What is your ideal monthly ad budget (in USD)?

How soon would you like to launch your campaign?

Is this part of a short-term promo or an ongoing strategy?

Do you have a website pixel already installed? (Yes / No / Not Sure)

Yes No Not Sure

Do you want us to set up the Meta Pixel on your website? (Yes / No)

Yes No

Do you use any tools for conversion tracking (e.g., Google Analytics, CRM)?

Yes No

Terms and Conditions

By submitting this form, you agree to the following terms and conditions:

You confirm that the information provided is accurate and complete.
You agree to provide timely access to your Facebook Business Manager, ad accounts, and any creative assets required.
You understand that ad results may vary based on budget, competition, creative quality, and platform changes.
You acknowledge that while we use industry best practices, we cannot guarantee ad performance or specific results.
You are responsible for the monthly ad spend, billed directly through your Meta account.
All credentials and business information shared will be kept confidential and used only for campaign purposes.

Please check the box below to confirm your agreement before submitting the form.

I have read and agree to the Terms and Conditions outlined above.

Consent

I consent to receive SMS notifications, alerts, and occasional marketing communications from the company. Message frequency may vary. Standard message and data rates may apply. For assistance, text HELP at (702) 966-9364. You can reply STOP at any time to unsubscribe.

Meta Ads – Intake Form & Onboarding Page

Basic Information

Goals for Meta Ads

Meta Business Access

Creative & Content Assets

Budget & Timeline

Conversion Tracking

Terms and Conditions

Thank you for completing your Meta Ads onboarding form!

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