New client onboarding brief

New Client Onboarding Brief

Business overview
• Industry and niche:
• Products / services:
• Average order value or lead value:
• Sales cycle length:

Goals & KPIs
• Primary goal (leads, revenue, ROAS):
• Target CPA / ROAS:
• Monthly ad budget:
• Priority markets / languages:

Current setup
• Existing ad accounts (IDs, access level):
• Previous agency or in-house history:
• Current tracking (GA4, GTM, CRM):
• Known issues or past failures:

Assets & access
• Brand guidelines / logo files:
• Product feed (if e-commerce):
• Landing pages ready: Yes / No
• CRM integration: Yes / No

Stakeholders
• Decision maker:
• Day-to-day contact:
• Reporting frequency preferred: