Google forms

Graphics and Design Request

This form is for any graphics/Video that needs updating or creating. After a clients "Onboarding". This includes video, edits, updates, new ads, etc. all things visually creative. 🎨🎞️

Client Updates

This form allows you to capture essential client and project information, provide details about the request, set a preferred deadline and priority, and include any additional comments or instructions.

Client Calendar Updates

This form is to send a calendar update or creation request

Onboarding form

This form is used during the client onboarding process to gather data while you engage with the client. It covers a wide range of detailed questions related to their advertising preferences, brand uniformity, and other important aspects.

A2P Compliance Info form

This information is required to ensure compliance with the new standards for the phone numbers used in communication with your customers.

Post Onboarding form

This form provides the individual who has just completed the onboarding process with the opportunity to gather data from various websites at their own pace. Take your time to collect the information you need.

Relaunch form

This form is for new ads or new campaigns to treat it as if were relaunching the client.

Vids

Form Training Vids

Team Shared Training Vids

Spreadsheets

Lead report template