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Garvey's IT

Paid advertising

Client onboarding for paid ads

A structured brief so Garvey's can run Meta, Google, TikTok, LinkedIn, Microsoft and ChatGPT ads properly. We only need account IDs and a manager invite to james@garveys.co.uk — never passwords.

Your answers are saved in this browser as you go. File uploads are not stored in the draft.

Step 1 of 18 — Contact and business

  1. 1 Contact and business
  2. 2 Website
  3. 3 Products, services and offers
  4. 4 USPs and competitors
  5. 5 Target audience and locations
  6. 6 Goals and KPIs
  7. 7 Platforms and budget
  8. 8 What already exists
  9. 9 Existing account IDs
  10. 10 Access granted
  11. 11 Tracking, CRM and phone tracking
  12. 12 Brand assets
  13. 13 Landing pages
  14. 14 Past ad history
  15. 15 Seasonality
  16. 16 Compliance and restrictions
  17. 17 Operations
  18. 18 Approvals, reporting and start date
Contact and business

Who we should speak to, and the business the ads will run for.

As it appears at Companies House. Needed for ad-account verification.

The registered office used for business verification. Do not upload documents or send passwords.

Name of the director or authorised person. They will receive platform prompts — we never ask for their password.

Website

The live site people will land on from your ads.

WordPress, Shopify, custom, etc.

Products, services and offers

The offer and funnel we will send paid traffic into.

The primary thing ads should sell or enquire about first.

Guide, quote, booking, discount, webinar, etc.

e.g. same day, 2 weeks, 3 months

e.g. 25% of quotes become customers

USPs and competitors

Why customers choose you, and who you compete with.

One URL or name per line is fine.

Your name, product names, misspellings.

Target audience and locations

Who we should reach and where ads should (and should not) show.

Who already buys, typical job, budget, objections.

Towns, regions, countries or radius from a postcode.

e.g. TS19 and 20 miles, or a list of postcodes.

Goals and KPIs

What success looks like — including target CPA or ROAS if you have them.

Cost per lead.

Cost per acquisition or sale.

e.g. 4x or 400%

Platforms and budget

Which platforms to run, how much to spend, and who pays the ad accounts.

Platforms wanted *

Approximate monthly spend, e.g. £1,000

Approximate monthly spend, e.g. £1,000

Approximate monthly spend, e.g. £1,000

Approximate monthly spend, e.g. £1,000

Approximate monthly spend, e.g. £1,000

Approximate monthly spend, e.g. £1,000

What already exists

A complete inventory so we know what to connect and what Garvey's must build.

Tell us what already exists

Mark each asset. If something does not exist yet, Garvey's can create and configure it. If any required pages, business portfolios or ad accounts do not already exist, Garvey's will create and configure them for a one-off charge of £120. We never need passwords to do this.

Facebook Page *
Instagram *
Meta Business portfolio *
Meta ad account *
Pixel / Conversions API *
Verified domain *
Google Ads *
GA4 *
Google Tag Manager *
Search Console *
Google Business Profile *
Merchant Center *
TikTok Business Center *
LinkedIn Page *
Microsoft Ads *

Required only if you marked anything as “does not exist yet”.

Existing account IDs

IDs only — never passwords. Invite james@garveys.co.uk as a manager / partner where you already have accounts.

We never need passwords

Do not send login passwords, 2FA codes or recovery emails. We only need public account IDs and an access invite to james@garveys.co.uk. If you do not have an ID yet, leave the field blank and we will help you create the account.

From Google Ads → Settings. Looks like 123-456-7890.

The verified URL or sc-domain property.

Access granted

For each platform, tell us whether james@garveys.co.uk already has manager access. Choose one answer for every row. We only need an invite — never a password.

Invites only — never passwords

Do not type login passwords, 2FA codes or recovery emails. If access is not ready, pick “No – not yet” and follow the short invite steps for james@garveys.co.uk.

Meta / Facebook *
Instagram *
Google Ads *
GA4 *
Google Tag Manager *
Search Console *
Merchant Center *
TikTok *
LinkedIn *
Microsoft Ads *
ChatGPT / AI ads *
Website / CMS *
Domain / DNS *

Anything else about who already has access, or accounts we should create.

Tracking, CRM and phone tracking

Conversion tracking readiness — including UK GDPR / PECR consent.

Thank-you pages *
Form or booking tool *
eCommerce platform *
Call tracking *
CRM *
Offline conversions *

Can we send closed-won deals back to Google or Meta?

Consent mode / cookie banner (UK GDPR & PECR) *
Brand assets

Creative we can use, and what still needs producing. Upload files or paste links — never passwords.

Google Drive, Dropbox or website URLs. Do not share passwords.

JPG, PNG, WebP, GIF, PDF or ZIP. Up to 8 files, 8 MB each. File uploads are not saved in the browser draft.

Landing pages

Where each campaign should send traffic.

Past ad history

What has already been tried, so we do not repeat wasted spend.

Seasonality

Busy periods, quiet months and dates we must not advertise.

Compliance and restrictions

Industry rules, special ad categories and claims that need approval.

Special ad categories that may apply
Operations

How new leads are handled once ads start generating them.

Who picks up an enquiry, and how quickly?

Max jobs a week, seasonal caps, areas you cannot cover.

Approvals, reporting and start date

Who signs off ads, how you want reports, and when we should start.

Read the privacy policy at https://www.garveys.co.uk/privacy.

Privacy and data use: https://www.garveys.co.uk/privacy.

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