Meta Ads Client Information Form

Basic Business Information

Business / Brand Name *

Website / Social Media URL

Industry / Nature of Business *

Products / Services Offered *

City

State

Year Business Started

GST Number (optional)

Business Experience

Under 1 Year 1-3 Years 3-5 Years 5+ Years

Business Type

Proprietorship Partnership Private Limited LLP Other

Contact Information

Contact Person Name *

Designation / Role

Email Address *

Phone / WhatsApp *

Alternate Contact Number

Have you run Digital Ads before?

Yes No

Which platforms?

Meta (Facebook/Instagram) Google Ads YouTube LinkedIn Snapchat Others

Business Overview

Describe your business briefly * This becomes the foundation of your ad messaging. Be specific about what you sell and who buys it.

What problems do your products/services solve?

What makes you unique? (Key differentiators)

Top 3 USPs (Unique Selling Points)

Campaign Goals

Primary Goal(s) *

Generate Leads / Enquiries Increase Website Traffic Drive Online Sales Increase Brand Awareness Get WhatsApp Messages App Downloads Promote Events Retarget Existing Visitors

What specific results do you expect?

Expected outcome in 3 months?

Priority Ranking (1=most important)

Lead Generation

Cost Per Lead / ROAS

Brand Awareness

Reach & Impressions

Website Traffic

Target Audience

Age Range

Gender

All Male Female

Marital Status

All Single Married

Language Preference

Target Locations *

Audience Behavior / Occupation

Audience to Exclude (if any)

Audience Interests

Technology Health & Fitness Fashion Education Business Real Estate Travel Food & Dining Automotive Parenting Entertainment Shopping Home & Living Sports Jewellery Wedding Agriculture Manufacturing Beauty Finance

Products / Services to Promote

List products/services for this campaign (up to 8)

General Price Range

Under Rs.500 Rs.500-1,000 Rs.1,000-5,000 Rs.5,000-20,000 Rs.20,000-1L Above Rs.1L

Current Offers / Discounts

Does your business have peak / seasonal periods?

Yes No

Campaign Details & Budget

Campaign Objective * This determines how Meta optimises your ad delivery and who it shows ads to.

Awareness Traffic Engagement Lead Generation App Promotion Sales / Conversions Catalog Sales Messages / WhatsApp

Campaign Type

New Campaign Optimise Existing Campaign A/B Testing

Campaign Duration

Ongoing Fixed Period

Monthly Budget (if known)

Daily Budget (INR) * Minimum ₹500/day recommended. More budget = more data = better results faster.

Under Rs.500/day Rs.500-1,000/day Rs.1,000-2,000/day Rs.2,000-3,000/day Rs.3,000-5,000/day Rs.5,000-10,000/day Above Rs.10,000/day

Geographic Targeting

Target Country

Target States / Regions

Target Cities

Exclude any locations?

Yes No

Ad Placements

We recommend Automatic Placements for best performance unless you have a specific preference.

Automatic (Recommended) Manual – Choose Specific

Facebook Feed Instagram Feed Facebook Stories Instagram Stories Facebook Reels Instagram Reels Facebook Marketplace Messenger Audience Network WhatsApp Status

Ad Creatives & Landing Page

Ad creatives ready?

Yes Partial No – Need help

Preferred Creative Formats

Single Image Video (15-30 sec) Short Video / Reels Carousel Collection Ad GIF / Animated Story Ad Dynamic / Catalogue

Key Message / Offer to Highlight

Ad Copy Tone

Professional Friendly Urgent Inspirational Informative Bold

Where should ad traffic go?

Website / Homepage Specific Landing Page WhatsApp Chat Facebook Lead Form Online Store Product Page App Download Messenger

Landing Page URL

Landing page ready?

Yes No

Need us to build it?

Yes No

Desired Call-to-Action

Call Now Send WhatsApp Submit Lead Form Buy Now Sign Up Download App Book Appointment Learn More

Pixel, Tracking & Conversions

Meta Pixel installed on website? The Pixel is a small code that tracks visitor actions on your site. Essential for conversion campaigns.

Yes No Not Sure

Pixel ID

Want us to set up the Pixel?

Yes please No

Conversion tracking set up?

Yes No Not Sure

Events to track

PageView ViewContent AddToCart InitiateCheckout Purchase Lead CompleteRegistration Search Contact / Call Schedule / Book

Main Conversion Event

Conversion Value Type

Same for all Variable

Offline conversions / CRM integration?

Yes No Interested

Business Asset Access

We will never make changes without your approval. Access is used only to set up and manage your Meta Ads.

Meta Business Manager

Yes No

Ad Account Access

Yes No

Facebook Page

Yes No

Instagram Account

Yes No

Product Catalogue

Yes No

Admin rights to run ads

Yes No

Will you provide access after onboarding?

Yes No

Lead Management & CRM

How do you manage leads?

WhatsApp Excel / Google Sheets CRM Software Email Phone Calls Manual / Notebook

Use WhatsApp Business?

Yes No

Click-to-WhatsApp Ads?

Yes No

Chatbot / automation?

Yes No Planning

CRM Tool Name

Integrate leads with CRM / Sheet?

Yes No Not Sure

Who follows up with leads?

Average follow-up time

Branding & Visual Guidelines

Logo available?

Yes No

Brand guidelines?

Yes No

Brand Colors

Font Preference

Brand Tagline / Slogan

Brand Assets Drive / Dropbox Link

Brand Assets You Have Ready

Logo (PNG/SVG/AI) Product Photos Team / Office Photos Videos Previous Ad Creatives Social Media Posts Brochures / PDFs Other Materials

Competitors

List main competitors (up to 5)

Have you analyzed their ads?

Yes No

What do you like about their ads?

Where can you do better than them?

Competitors' key strengths

Past Meta Ads Performance

Have you run Meta (Facebook/Instagram) Ads before?

Yes No – First time

Best performing campaign

Objective used

Daily budget

Best result achieved

Cost per result

Previous Ad Account ID

What worked well?

What didn't work?

Reason for stopping

Key learnings

Previously worked with an agency?

Yes No

Communication & Expectations

Preferred update channels

WhatsApp Email Phone Call Video Call

Report Frequency

Daily Weekly Bi-weekly Monthly

Best time to reach you

What does success look like for you?

Additional information / special instructions

Authorization & Signature

By signing, you confirm the information is accurate and authorize Teciza Web Solutions to use it for planning and executing your Meta Ads campaigns.

Authorized Signatory

Full Name *

Designation

Phone

Access to be provided to Teciza

Meta Business Manager Ad Account Access Facebook Page Access Instagram Account Access Website / Admin Access WhatsApp Business Access Google Analytics Access CRM / Lead Sheet Access

Digital Signature — Type Your Full Name *

Date * Automatically set to today's date

Additional Notes

Anything else we should know?

Confidential & Secure

Your information is only used by Teciza Web Solutions to plan and execute your Meta Ads campaign strategy.

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