Client Onboarding/Customer Persona

Client Onboarding

"*" indicates required fields

Step 1 of 8

12%

Business Info

Complete the info below with your personal or business details, allowing us to ensure we can add your information to your campaign or account.

Name*

First Last

Business Email*

Enter Email Confirm Email

Phone:*

Busniess Manager ID

Please provide us with your business manager ID number for us to request permission to access and run your campaigns.

Facebook Busniess Manager ID

Customer Persona

To complete the customer persona, think about who your perfect customer is or could be. Provide a name, age, job title, their pain points, as well as how and where they could be searching and going for solutions. See the examples listed in the fields below, then complete this form accordingly based on CUSTOMERS info.

Market:

Describe the market your customers could be listed in, use a comma to separate each one, if you have more than one market.

Gender:

Male

Female

Both

Is your customer Male, Female, or Both

Relationship Status:

Single

Engaged

Devorced

In A Relationship

Married

Give your persona a relationship status, you can select more than one status if needed.

Languages:

What would your perfect customer’s home language be, you can select more than one.

Location:

Give your persona a location, think about where most of your customers have been coming from, and what locations you would like to expand into.

Pain Point:

Describe the main pain points of your customer, try to keep it short as the example displays here.

1-5 Places they are looking for the solution:

Describe 1-5 places your customer could be looking to solve their pain points at this moment.

Buyer's Persona

Who exactly are your customers and which specific problems are you solving for them?

Job title:

Give your customer persona a job title.

What are they trying to achieve:

Describe what your customer is trying to achieve, see the example in the field.

1-5 Problems most customers have that this person has too:

Describe 1-5 problems most of your existing customers have, that your customer persona could also be dealing with.

Specific problems you can help them with:

Describe a specific problem you can help with, ensure that your solution aligns with your customer persona’s problems and needs as listed above here.

1-5 Places they spend their time online/offline to try solve this problem:

Describe 1-5 places your customer could be searching for this solutions you have. Use, your existing customer data to find this information.

Identify your unique selling point

How will your product/service succeed in the marketplace where others may have failed?

Product/Service description:

Give an overall description of your products or services.

What do you not cover:

You have described what your product or service can do, now in short describe what you will not do.

What makes your service/product unique:

Give an overall description to what makes your products or services unique, against what your competitors offer.

Pricing strategy:

Describe your pricing strategy. Is your offer better priced than your competitors?

Competitors

Provide 1-10 of your top competitors names, that are taking market share from you right now.

Competitor 1

Competitor 2

Competitor 3

Competitor 4

Competitor 5

Competitor 6

Competitor 7

Competitor 8

Competitor 9

Competitor 10

Customer List Upload

The data you supply in this document will be used to create a “look-alike” audience. We will under no circumstance use this info for any other purpose. The data will be uploaded to the chosen Platform. The Platform will then search the whole database to find people whose profiles match your ideal customer's profile. We will then create a special profile for this group, and direct all our marketing campaigns to this specific group of people.
Bellow you will see an example of what this form should look like, and the info that is needed. You can upload an Excel sheet, or a Google Doc.
This step only applies if you have an existing customer database.

Customer list upload:

Accepted file types: csv, docx, pdf, txt, xls, xlsx, doc, Max. file size: 64 MB.

Click on the (Choose File) and upload your customer list here.

Branding

In order for our graphics team to ensure your brand message is clear, we will need your logo, and a few product or service images you may have.

Upload Logo:

Accepted file types: jpg, png, pdf, Max. file size: 64 MB.

Upload 1-3 different versions of your company logo. If you only have one version, that will be ok, and if you are a personal brand then a professional profile photo is recommended.

Product or service images:

Accepted file types: jpg, png, pdf, Max. file size: 64 MB.

Upload 1-5 of your best-selling product or service images that you have, ensure that the image size is not bigger then 20MB per image, and your photos are at least 1200x630px in size or bigger.

Campaign Ad

In order to help our content and creative team, a basic overview of the product or service in a typical add format is required. Here you have an opportunity to indicate, the image we should consider, and more information concerning your product or service which will be used as a guide for the add design. Our team will build on this information, and create campaigns based on this information. See the example below:

Ad Content:

Give us a description of your product or service, in a form of an add. Describe your product or services with its features and benefits. Try and keep it under 300 characters.

Ad Image:

Accepted file types: jpg, png, pdf, Max. file size: 64 MB.

Upload an image of your products or services.

Heading:

Provide a short heading, for example: Call Us For a Free Quote, Click Here To Buy This Product, or Download this Free eBook Here, etc.

Client Onboarding/Customer Persona