What is your full name?
What is your email address?
How is your project best categorised?
A public figure (Comedian, Musician, Actor, Performer) Physical location business (Restaurant, Shop, Gallery, Service provider) A multi national chain of location-based businesses International B2B & lead generation E-commerce storefront (Shopify, Woocommerce, Magento etc) Data compliance or management project App based business What is the publicly facing project or business name?
Which time zone does the client team mainly operate in?
Should ad accounts be set to this same time zone? If 'No' which time zone should ad accounts be set to?
Which currency would you like your ad accounts to operate in?
In an emergency, what is the best contact number to reach you on? Please put country code in brackets
What is the official/legal name of the company entity we are onboarding ?
What is the address of the business we will be working with?
What is the postcode?
Which country is the company registered?
Company incorporation number?
What is your tax ID for this business. UK companies must provide a valid VAT number, US companies need to privde their Fiscal Identification Number, or Federal Employment Identification Number. FEIN or FIN.
What type of company is this?
Limited Liability Company (LLC) Partnership Limited Company (LTD) Sole Trader or Proprietor Public Limited Company (PLC) What is your relationship to this company
Director Owner Partner Employee Assisting Partner None of the above Who is the best person to contact regarding branding, artwork, digital assets and content?
What is main website address/domain that you use for your business or public profile? - Pay close attention to spelling and format.
What is the name of the registrar you use to control your domain and DNS settings? (Leave blank if unknown)
Do you have the ability to set delegate access in this domain registrar? If yes - proceed to add analytics@transparentdigitalservices.com for delegate access
This has been completed I don't know how to do this Do you have access to your website? If yes - proceed to add analytics@transparentdigitalservices.com for delegate access
This has been completed I don't know how to do this Who is the best contact for queries regarding domains, website management and DNS records?
Do you use Google Tag Manager?
Yes I am an admin in my GTM and I have just added analytics@transparentdigitalservices.com as an admin Yes I am an admin in my GTM but I do not know how to add another admin I do not use Google Tag Manager and I am happy for TDS to set one up I do not know Is there a cookie banner or consent management platform currently in use?
CookieYes CookieBot OneTrust UserCentrics TrustArc Osano Other I do not have a cookie banner or consent management platform and I am happy for TDS to set one up. Do you have an estimate of your monthly page views? In order to work out Stape Subscription/CookieYes subscription requirements.
Do you currently use Google Analytics?
Yes - I am an administrator on the account. I have just added analytics@transparentdigitalservices.com as an admin Yes - I am an admin, but I don't know how to add another user and need help Yes - but I am using an old version of Google Analytics and it needs to be updated No - I do not use Google Analytics I do not know Are you an admin in your Google Ads account?
Yes - I am an administrator on the account. I have just added analytics@transparentdigitalservices.com as an admin Yes - I am an admin, but I don't know how to add another user and need help No - I do not use Google Ads but I need it setup I do not know Are you an admin in your Meta Business Manager? (You can check this by going to business.facebook.com)
Yes I am an admin - I have just added analytics@transparentdigitalservices.com as an admin Yes I am an admin but I do not know how to add other users I do not have a Meta business manager but I need one setup No I do not have access I do not know What is the URL of the Facebook page you are using as a primary page for your operations?
What is the @handle of your X profile which is the primary account for your operations
What is the @handle of the Instagram page you are using as a primary page for your operations?
Are you an admin in your TikTok Business Manager? (You can check this by going to business.tiktok.com)
Yes I am an admin and I have just added ananlytics@transparentdigitalservices.com as an admin Yes I am an admin but I do not know how to add other users I do not have a TikTok business manager but I need one setup No I do not have access I do not know What is the @handle of your TikTok profile which is the primary account for your operations
What is the URL of your main Youtube Channel?
Which platform are you planning to deploy the largest portion of your advertising budget into?
I would like advice on this Facebook Instagram TikTok Snap Chat LinkedIn Pinterest Whatsapp Google Bing Apple Search Spotify Marquee All platforms that are advised Not Applicable What is your current combined ad spend across platforms each month?
I do not currently run ads Below $5,000 $5,000 - $15,000 $15,000 - $50,000 $50,000 - $100,000 $100,000 - $1M $1M+ If you're not already spending, what will be your monthly budget?
Where are your main markets?
What are the top three things you’d like to promote/focus on?
Do you currently use an E-commerce platform, if so which one?
No I do not use an online store I would like one setup Shopify WooCommerce Squarespace Commerce Big Commerce Weebly Big Cartel Shift4Shop Other Are you intending to have an e-commerce platform setup for you by TDS?
No Shopify WooCommerce ThriveCart Samcart Big Cartel Shift4Shop Other Which platform is your website built in?
Do you use an email campaign management platform or CRM?
None I would like TDS to set one up Active Campaign Brevo Clickup Constant Contact Drip Hubspot Klaviyo Mailchimp Mailmeteor Mailer Lite Salesforce Sponset Omnisend Zoho Other What is the name of your dedicated campaign manager (Leave blank if unassigned)
How often would you like a written report on your campaigns?
Once per Month Once per quarter Annually How often would you prefer to have a call with your campaign manager?
Once per week Once every two weeks Once per month Once per quarter What is the planned start date of works commencing? (If already begun please estimate historical start point)
What is the best contact for financial queries and invoicing?
Are there any notes or further requests or questions regarding joining TDS? (Optional)
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