🔒 Secure & Confidential
Step 1Business Profile
Step 2Offer & Market
Step 3Goals & Budget
Step 4Ad Account Setup
Step 5Brand Assets
Step 6Logistics
Step 1 of 6

Tell us about your business.

This takes about 15 minutes total. We use this information to set up your ad accounts, SMS compliance registration, and CRM. The more detail you give us, the faster we can launch.

Business Information
Required for SMS/A2P compliance registration. Never shared externally.
Primary Contact
Step 2 of 6

Your offer & target market.

The better we understand what you sell and who buys it, the better our ads will perform. Be as specific as possible — this feeds directly into your first campaign brief.

Your Primary Offer
Leave blank if you'd like us to build or optimize a landing page for you.
Target Market
Top Competitors
Step 3 of 6

Goals & budget.

We need to know what winning looks like for you — so we can build campaigns that actually get you there.

Performance Targets
Ad Budget
This is your ad spend budget — separate from the management fee. We'll recommend a starting point based on your goals.
Advertising History
Step 4 of 6

Ad account access.

We need access to run your campaigns. This step collects your Meta account IDs so we can send the partner access request immediately. The actual access grant takes 2 minutes and we'll do it together on the kickoff call.

📌 How to find your Meta Business Manager ID:
Go to business.facebook.com/settings → Business Info → your ID is listed at the top. It's a 15–16 digit number.
Meta Business Manager
Leave blank if you don't have one yet — we'll create it.
We'll verify the pixel is firing correctly and set up conversion events before launch.
Partner Request
We'll walk you through accepting the request together on the kickoff call if needed.
Step 5 of 6

Brand assets.

Share your brand materials via Google Drive. If you don't have everything yet — skip what you don't have. We'll cover the gaps on the kickoff call.

📁 How to share a Google Drive folder:
Create a folder in Google Drive → Right-click → Share → Change access to "Anyone with the link" → Set to "Viewer" → Copy link and paste below.
Brand Files (Google Drive)
📁
Main Brand Assets Folder
Logo files (PNG, SVG), brand colors, fonts, product photos, videos. Drop everything in one folder and share the link here.
🎬
Ad Creative & Video Content
Existing ad creatives, UGC videos, testimonial clips, facility photos. Even raw footage is useful.
Brand Details (Optional — fill in if you don't have a Drive folder)
Written testimonials to use in ad copy. The more specific the result, the better.
Step 6 of 6

Almost there — just logistics.

A few last details to get your kickoff call booked and communication set up.

Weekly Sync Preferences
Slack Setup
All client communication is handled through Slack. We'll send you an invite to our shared Slack workspace after this form is submitted. You'll have a dedicated channel for your account.
Anything Else
Agreements
🌹

You're all set.

We've received your onboarding details and we're already getting to work. Expect a message from us within 24 hours to confirm your kickoff call time.

01
Check your email — a confirmation is on its way.
02
Watch for a Slack invite from Scarlet Petal Automations — accept it to join your dedicated channel.
03
We'll send you a kickoff call booking link via Slack so you can choose a time that works for you.
04
Before the kickoff call: accept the Business Manager partner request we'll send to your account.

Questions? Message us at Admin@scarletpetalautomation.com