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Onboarding Form

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Onboarding Submission
Accounts And Access

We need to know what accounts and assets you have available and what we’ll need to create for you. If you have an existing account it’s always best that we continue to use it so we can maintain continuity and benefit from any preexisting data. If you don’t have an existing account (or are unable to gain access to it) then we can create a new account for you.

Google Ads

Google Ads access

Once we receive your Google Ads Customer ID, we will send you an access request.

This request will come directly from Google and will go to the email address attached to your Google account.

Here are details on exactly how that process works:
Video:
https://youtu.be/4CPnGgpT3Is
Doc: https://bit.ly/2H8Z8IM

This step is required even if we have previously gained access to your Google Ads account. All of our active clients are placed in a completely different management account for security and reporting purposes.

What is your Google Customer ID?
What is your Time Zone?
What is your Currency?
Provide an email address to send Billing Access to the email.
Google Analytics
What is your Time Zone?
What is your Currency?

You will need to provide us with access to your Google Analytics account

Please follow the instructions found here:
Video: https://youtu.be/3J9H9HwT-lM
Doc: https://bit.ly/352krnx

Access should be provided to: [email protected]

Were you able to provide us with access to your Google Analytics account?
Google Tag Manager
What is your Country?
What is your Website URL?

You will need to provide us with access to your Google Tag Manager account.

Please follow the instructions found here:
https://youtu.be/Ao37Gj1Fp-E

Access should be provided to: [email protected]

Google Merchant Center

You will need to provide us with access to your Google Merchant Center account.

Please follow the instructions found here:

Video:https://youtu.be/sEqzC8u_jAc
Doc: https://support.google.com/merchants/answer/1637190?hl=en

Access should be provided to [email protected]

Were you able to provide us with access to your Google Merchant Center account?
Google Search Console Tool

You will need to provide us with access to your Google Search Console account.

Please follow the instructions found here:

Video:https://youtu.be/TuxLxZNm1Qk
Doc: https://support.google.com/merchants/answer/1637190?hl=en

Access should be provided to [email protected]

Were you able to provide us with access to your Google Search Console account?
Google My Business (Google Local)

You will need to provide us with access to your Google My Business account.

Please follow the instructions found here:

Video: https://youtu.be/bTWJVkQcsFM

Access should be provided to [email protected]

Were you able to provide us with access to your Google My Business account?
Website Access

You will need to provide us your website backend access so we can add the necessary tracking codes. Following is the process to add a user to the WordPress site

Please follow the instructions found here:

Video:https://youtu.be/rNECWSlKAcQ

Access should be provided to [email protected]

Website Backend URL
User Email
User Password
Thank you page URL (which we need to track as conversion)
Do you have a hosting access?
Hosting Provider Login URL
User Email
User Password
Shopify Partner Access
Website URL
User Email
User Password
Facebook & Instagram Ads

Facebook Business Access

Following is the procedure to give us access to your FB/Insta

Here are the steps on the doc file
Doc: https://bit.ly/facebook-partner-access

Please connect your Instagram account
Steps: http://bit.ly/add-an-instagram-account

Do you have Ad Copies and Ad Creatives?
Please provide the drive link
Were you able to provide us with access?
Do you want to run a LinkedIn Ads?
Do you have LinkedIn Access?
User Email
User Password
Do you have Ad Copies and Ad Creatives for LinkedIn Ads
Please provide the drive link
Do you want to run a YouTube Ads?
Do you have YouTube Access?
youtube User Email
youtube User Password
Do you have videos to run over the YouTube?
youtube Please provide the drive link
Who’s our ideal client?
Client Profiling Sheet ( Avatar | Persona )

Monthly Advertising Budget
Which geographic area(s) would you like us to specifically target with your ads?What areas are we targeting?
0 /
Which geographic area(s) (if any) do you want us to specifically exclude from being served your ads?
Language
Please list 3 to 5 competitors (include website addresses if you have them):
0 /
Would you like to specifically target people searching for your competitors with your ads?
0 /
Give me 3-5 keywords that you think would be good for your business.Keywords that your customers will search to find business like your’s
0 /
Business name
Your Website URL
Is this an eCommerce website?
Are there any specific offers or promotions you want us to feature in some of the ads?
Please paste those URLs below:
0 /
What is the business’ physical address?
0 /
What features and/or benefits separate your company, products, and services from the competitors you’ve listed above?
0 /
Let’s talk about who you’d like to target

Who is your primary target audience?
Are there unique, industry-specific terms that would be valuable for us to include in ad copy, use as keywords, etc.?
Are there any industry-specific terms you do NOT want us to use in keywords or ad copy?
What days and hours would you like the ad campaigns to run?
Are there specific days of the week, and/or times of day, during which you do NOT want your ads to run at all?
Does your business accept incoming calls?
Are there specific days of the week, and/or times of day, during which you would prefer NOT to receive phone calls from your PPC campaigns? If you do not want to receive calls from people who click your ads, simply mark N/A.
Should we send calls from the ads to the phone number(s) listed on your website, or is there a different phone number that we should use?
Optional: Tell us about your avatar

What are the primary challenges your Avatar faces that you help to solve or alleviate?
Describe any pain points or negative feelings your Avatar may have experienced with your product, service, or industry.
What books, newspapers, blogs, or websites do they read? What conferences do they attend? What gurus and thought leaders do they pay attention to?
What hopes and expectations does your Avatar have in relation to your product/service?
Optional: Tell us about your avatar

Think about your ideal customer/target market. Why are you the best solution for them when compared with alternative solutions?
Please provide any existing materials, links, etc. that may help us more effectively understand and describe your product or service.
Who is the narrator (brand ambassador) of your brand, if you have one? What tone/voice do you want to convey through your brand?
What is (generally speaking) your primary call to action (CTA) or conversion goal when marketing online?
Who is NOT your target market? To whom should we avoid speaking?
Optional: Tell us about your industry

Of your competitors, who do you respect the most and why?
Besides competitors, are there any alternative products/services that your prospect might choose in order to solve their need?
Who are the biggest thought leaders in your industry?
Is there anything else about your industry that is important for us to know?
Where do you rank the content you currently have on your website?
Let’s talk about your sales process
Let’s talk about your sales process

What specific products or services would you like to advertise via PPC?
Are there any of your products/services that you offer that you do NOT want to advertise via PPC?
Describe what your sales process looks like from lead to close.
How long is your average sales cycle?
What is the average INITIAL net value of a new customer?
What is the average LIFETIME net value of a customer?
Do customers often refer new customers to you by word-of-mouth?
What factors are most important to people looking for your products/services?
Let’s talk about who you’d like to target?
Let’s talk about who you’d like to target

Who is your primary target audience?
Are there unique, industry-specific terms that would be valuable for us to include in ad copy, use as keywords, etc.?
Are there any industry-specific terms you do NOT want us to use in keywords or ad copy?
What days and hours would you like the ad campaigns to run?
Are there specific days of the week, and/or times of day, during which you do NOT want your ads to run at all?
Does your business accept incoming calls?
Are there specific days of the week, and/or times of day, during which you would prefer NOT to receive phone calls from your PPC campaigns? If you do not want to receive calls from people who click your ads, simply mark N/A.
Should we send calls from the ads to the phone number(s) listed on your website, or is there a different phone number that we should use?
Let’s talk about who you’d like to target?
Let’s talk about who you’d like to target

Your avatar is your ideal customer. It is essential to understand who, exactly, we are trying to target, so, please provide as much detail as you can.


What are the primary challenges your Avatar faces that you help to solve or alleviate?
Describe any pain points or negative feelings your Avatar may have experienced with your product, service, or industry.
What books, newspapers, blogs, or websites do they read? What conferences do they attend? What gurus and thought leaders do they pay attention to?
What hopes and expectations does your Avatar have in relation to your product/service?
Optional: Help us to create the best possible ad copy for your brand

Think about your ideal customer/target market. Why are you the best solution for them when compared with alternative solutions?
Please provide any existing materials, links, etc. that may help us more effectively understand and describe your product or service.
Who is the narrator (brand ambassador) of your brand, if you have one? What tone/voice do you want to convey through your brand?
What is (generally speaking) your primary call to action (CTA) or conversion goal when marketing online?
Who is NOT your target market? To whom should we avoid speaking?
Optional: Tell us about your industry

Of your competitors, who do you respect the most and why?
Besides competitors, are there any alternative products/services that your prospect might choose in order to solve their need?
Who are the biggest thought leaders in your industry?
Is there anything else about your industry that is important for us to know?
Where do you rank the content you currently have on your website?
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    As the pioneer of the lean startup movement, JTech Global has dedicated it’s time to sharing effective business strategies that help new businesses and enterpreneurs put their money to work in the right way.

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      JTech Global

      As the pioneer of the lean startup movement, JTech Global has dedicated it’s time to sharing effective business strategies that help new businesses and enterpreneurs put their money to work in the right way.

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