WeClick Onboarding Form

Company Name

Website

Company Email

Company's Phone

Contact's Mailing Address

Industry

Full Name

Company's Contact Email

Social Media

Give us a high level overview of your store.

Why did you decide to open this store?

What is the personality, philosophy or mission statement of the brand?

Who are your major competitors?

Describe your products or services and their benefits.

Is there anything special or important things we have to consider?

Do you have existing photography or video of your products?

Mention the questions your clients always ask about the products and the answers to them.

Who is Your Ideal Customer?

Describe your ideal customer. Who is your target audience? What are their characteristics?

Where is your target audience located?

Are there specific blogs, newspapers, news sources that your customer follows?

Where do you currently get your customers from?

Do you have good, real testimonials from your clients?

If so please take a moment and email it to us now or if it is part of a shared drive on google or Dropbox please share this now.

What’s your Company’s tone of voice?

Are there any words or phrases that the copy should refrain from mentioning at all costs?

Please provide 3 brands that you like and whose voice you would want to emulate.

Do you currently have a website?

Yes

Where are you hosting your ecommerce site? (Shopify, Woocommerce) If WooCommerce what host are you using? Dreamhost, GoDaddy etc.

Who will be creating coupon codes when\if coupon codes are required? If we are going to be responsible for this we require access to your website. If you are on Shopify please provide us with your store domain (storename.my-shopify.com). If you are on WooCommerce please provide us with a login.

Do you currently have a blog? Can we leverage your blog for marketing?

Website Domain options?

Where are you hosting your ecommerce site?

List the things you would like to include on your website.

What is the purpose of the website? Only ecommerce, or there will be other pages? Blog?

Will you offer shipping services?

Will you need to charge sales or other tax separately for the items? If so, please describe the tax rules.

Do you have an existing merchant account or online payment gateway?

Do you need to track limits on items being sold?

Please share 3 links to sites that inspire you. What do you like most about them?

After providing data for the required services, select "Proceed to Submit".

PLEASE SELECT THE SERVICES WE ARE PERFORMING FOR YOU:

*Important: We cannot get started unless we have access to the ads account. If we do not have access please follow the instructions here:

Login to Facebook business manager (https://business.facebook.com)

Select settings\partners

Click add

Select Give a partner access to your assets.

Enter our partner id 2717940928482817

Select your Ad Account first and follow the steps and then select your Page. Please note that the access level should be admin.

We made a recording of how this is done here:https://www.loom.com/share/07bfc4cfffab4672a464c29bb6a2de4c

What is your target ROAS or CPA?

What is the monthly ad spend?

What is your Current Average Order Value?

Please provide access to the website analytics (purchases, orders), Google analytics.

Below, please leave links to the Product(s) you're wanting to promote with us (1-5 products). You can also leave specific collections.

What are 3, already approved, bullet points we can use about your offer that we can use in the ad copy? For example - "30 Day Money Back Guarantee", "Free Shipping Over $50", "Lifetime Warranty" etc. *

Do you have a campaign calendar?

What is the maximum % off we can give when running sales?

Please add us to your Google Ads, Google Merchant Center, and Analytics Account. (If you do not have a GMC Acct. we will create one for you, please let us know).

Also, please be advised that you need to have the following clearly posted on the footer of your website. Let us know if you need help with this:

Business info

Address
Contact info: phone or email

Refund policy
Terms and conditions
Payment info: CC, Paypal, etc

What is your target CPA or ROAS?

What is the monthly ad spend?

What is your Current Average Order Value?

Please provide access to the website analytics (purchases, orders), Google analytics.

For Google Shopping we will need access to your website. Please provide us with access if you haven’t already. If you are on Shopify we need your Shopify URL (storename.my-shopify.com). If you are on WooCommerce we need a login.

Do you have a campaign calendar?

What is the maximum % off we can give when running sales (G)?

Please add us to your Klaviyo account.

From whom do you want the emails to be sent (Email and name)?

Most Relevant Holidays to send campaigns about.

How often do you want to do sales? (recommended every 4 - 6 weeks)

What is the maximum % OFF we can give on sales?

What do you want to base your campaigns on (Blog content, Social media posts, Selling only, etc.)

Who is in charge of creating your marketing strategy? Will it be us, will it be you? Someone on your team? If someone on your team please provide their contact info.

How much % off you want to give in exchange for their subscription to the newsletter? (Usually SMS is higher than email)

Provide access your host and website.

Provide suggested keywords.

Thankyou for filling the survey!