About this template
Launching a successful Facebook ad campaign requires deep insight into your client's business, target audience, and unique value proposition. This Facebook Ad Intake Form template streamlines the client onboarding process by capturing all necessary campaign details in one organized questionnaire. Instead of chasing clients across endless email threads for brand assets, ad copy angles, and audience breakdowns, agencies and freelance marketers can use this structured intake form to gather everything upfront.
The form collects essential business contact details, website URLs, existing ad account statuses, and crucial marketing intelligence such as ideal customer profiles, primary customer pain points, and competitive differentiators. It also includes designated fields for file upload links—such as brand headshots, office photos, or customer email lists—ensuring your creative and targeting teams have immediate access to all necessary resources.
By deploying this intake template via Doc2Form, you can instantly turn your client onboarding brief into a ready-to-use Google Form. Standardize your intake process, reduce back-and-forth communication, and kick off every new advertising campaign with absolute clarity and precision.
Key features
- Capture comprehensive client background and ad account details in a single submission
- Collect target audience profiles and core customer pain points for better ad copy
- Provide secure link upload fields for brand imagery, logos, and CSV customer lists
- Instantly sync all intake responses directly to Google Sheets for team review
- Standardize client onboarding across your marketing agency or freelance practice
Use cases
Digital marketing agencies onboarding new e-commerce or lead-generati…
Digital marketing agencies onboarding new e-commerce or lead-generation clients
Freelance media buyers collecting brand assets and audience data befo…
Freelance media buyers collecting brand assets and audience data before campaign launch
In-house marketing teams gathering project requirements from internal…
In-house marketing teams gathering project requirements from internal stakeholders
Consultants conducting pre-campaign discovery audits for paid social …
Consultants conducting pre-campaign discovery audits for paid social strategies
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Business Email Address (Short answer)Provide the best email address for campaign updates and communications.
- Phone Number (Short answer)Enter your direct phone number.
- Business Address (Paragraph)Enter your official business location or headquarters.
- Business Hours (Short answer)List your standard operating hours or availability for calls.
- Website URL (Short answer)Provide the link to your primary landing page or website.
- WordPress CMS Status (Multiple choice)Indicate whether your website is built on WordPress and if you have admin access.
- Facebook Ads Account Status (Multiple choice)Let us know the current state of your advertising setup.
- Facebook Business Page URL (Short answer)Paste the link to your official Facebook business page.
- Ideal Customer Description (Paragraph)Describe your target audience in detail (demographics, interests, behaviors).
- Customer Pain Point & Solution (Paragraph)What primary problem do your customers face, and how does your product or service solve it?
- Competitive Differentiator (Paragraph)What makes your business unique compared to your top competitors?
- Headshot / Personal Photo Upload (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe the document you wish to attach.
- Office Photos Upload (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe the document you wish to attach.
- Email List Upload (CSV) (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe the document you wish to attach.
- Buyer Email List Upload (CSV) (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe the document you wish to attach.
- Unasked Question / Additional Notes (Paragraph)Share anything else you would like our team to know about your brand or campaign goals.
- Tags (Short answer)Enter any internal categorization tags or campaign codes.
FAQ
What is a Facebook ad intake form used for?
It is used by marketers and agencies to collect all necessary business details, targeting parameters, brand assets, and strategic information from a client before starting a new Facebook ad campaign.
How do I share this intake form with my clients?
Once you convert and customize this template using Doc2Form, you can simply copy the Google Form link and email it directly to your client or embed it on your onboarding portal.
Can clients upload large files like CSV email lists or brand images?
Yes. The form includes dedicated text fields formatted for file sharing, allowing clients to easily paste links to their Google Drive, Dropbox, or cloud storage folders containing headshots, office photos, or customer lists.
Where are the client submissions stored?
All responses are automatically routed to Google Forms and can be instantly linked to a Google Sheets spreadsheet for seamless team collaboration and campaign tracking.
Can I customize the questions to fit my agency's specific workflow?
Absolutely. Once the template is generated in Google Forms, you have full freedom to add, remove, or edit any questions to match your exact onboarding requirements.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.