Google/Meta Ads Intake Form - Sterling Media House

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1. Legal Business Name *

2. DBA (if different)

3. Primary Contact - Name *

3. Primary Contact - Title

3. Primary Contact - Phone *

3. Primary Contact - Email *

4. Secondary Contact - Name

4. Secondary Contact - Phone

4. Secondary Contact - Email *

5. Service Area

What cities, counties, or radius do you serve?

6. Years in Business

7. License / Insurance Numbers (if applicable - roofing, electrical, HVAC, etc.)

8. Current Website URL (if any)

9. Do you have an existing logo and brand colors?

Yes - we'll provide files
No - we need SMH to create branding

10. In your own words - what makes your business different from competitors?

This becomes your ad copy and site copy.

11. Choose your brand tone

Professional / Corporate
Friendly / Local
Aggressive / Bold
Other

12. Are there any words or claims you legally CANNOT make? (e.g. licensed if not licensed)

13. Who is your target customer?

Residential
Commercial
Both

14. What is your typical job value? (average ticket size)

15. List all services you offer, ranked by priority/profitability

16. Any services you want to STOP getting leads for?

17. Current specials, financing options, or guarantees to promote?

40. Do you have an existing Google Ads account?

Yes - we'll invite SMH for access
No - create one for us

41. What is your monthly ad budget?

This is ad spend, not agency fee.

42. Do you have existing ad history or performance data to share?

Yes - we'll send
No

43. Are there any ZIP codes or neighborhoods to prioritize or exclude?

44. Does your business have seasonal patterns? (storm season, holidays, slow months)

49. Who receives new leads/bookings?

One person
Dispatch team
Round-robin to multiple techs

49b. If one person - name:

50. What calendar system do you use?

Google Calendar
Calendly
Jobber
Housecall Pro
ServiceTitan
None - need a booking system set up
Other

51. Do any jobs require a manual quote instead of instant booking?

Yes
No - all can be booked instantly

51b. If yes - which jobs require a manual quote?

52. Please confirm you have access to:

Google Business Profile
Google Ads account (or can create one)
Domain registrar / hosting (for DNS changes)
Social media accounts (Facebook, Nextdoor, Yelp)
Current CRM / scheduling software

For the services we're providing, SMH will need delegated access. We will send secure invites.

53. What is your current phone system/number?

53b. Phone number plan

This number stays
We need a new tracking number

54. Facebook handle

54. Instagram handle

54. Nextdoor handle

54. Yelp handle

54. Other social handle

55. Billing Contact - Name

55. Billing Contact - Email *

Confirm Email

55. Billing Contact - Phone

licensed) brand Documents

56. Preferred payment method

Stripe (we'll send link)
ACH / Bank Transfer
Credit Card
Invoice / Check

57. How often do you want performance reports?

Weekly
Monthly
Dashboard self-serve (Insights)
Only when I ask

58. Who should receive reports?

Owner only
Owner + Office Manager
Other

59. Target go-live date (MM/DD/YYYY, or write ASAP)

60. Any hard deadlines? (e.g. before storm season, holiday rush)

61. Preferred communication channel for ongoing support

Text
Email
Slack (we'll invite you)
Phone calls

62. Team Member 1 - Name

62. Team Member 1 - Email *

62. Team Member 2 - Name

62. Team Member 2 - Email *

Upload Logo, Photos, Footage, or Documents

Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.

Logo files (AI, EPS, PNG, JPG); brand colors/fonts doc; photos of past jobs, team, location; existing website copy; videos or raw footage.

Or link to Google Drive / Dropbox

STERLING MEDIA HOUSE

Google / Meta Ads Intake Form

Tell us about your business and goals, and we'll build a custom Google Ads strategy to match. Takes about 8-10 minutes to complete.