CORE Marketing Studio

Client marketing onboarding

Please complete every section below. This information lets our team set up, launch, and manage your campaigns without delay. All access is used solely for the services outlined in your service agreement.

8 sections About 10 minutes Save nothing, send once
Business information 1 of 8

Section 1

Business information

The basics, so we know who we are working with and where to reach you.

Please fill in the highlighted field.

Section 2

Brand & campaign goals

What we are aiming at, who we are speaking to, and how you sound.

For example leads, sales, awareness.

Section 3

Social media account access

Preferred method: add "Core Marketing Studio" as an Admin or Partner on your Meta Business Manager and TikTok Business Center rather than sharing personal passwords. This is more secure and lets you revoke access anytime. If that is not possible, provide login details below and we recommend changing the password afterward.

Instagram

Only if you are not using Business Manager access.

Facebook page & Business Manager

If known.

Only if you are not using Business Manager access.

TikTok

If known.

Only if you are not using Business Center access.

Other platforms

YouTube, LinkedIn, Pinterest, and anything else you want us on.

Section 4

Ad accounts & budgets

Where the spend runs and how much of it there is.

TikTok Ads Manager

Card ending in the last four digits, or invoicing.

Meta Ads Manager

Card ending in the last four digits, or invoicing.

Other ad platforms

Google Ads, Snapchat, Pinterest, and anything else already running.

We will never ask for your full card number in this form. Billing is added directly inside each ad platform's Business Manager once you grant access.

Section 5

Website & domain access

What we need to install tracking and push changes live.

Shopify, WordPress, Webflow, or whatever the site runs on.

If a pixel install is needed.

Section 6

Tracking & analytics

So we can measure the work instead of guessing at it.

Section 7

Brand assets

Everything we can build creative from on day one.

Paste a link, or attach the files below.

Attach files

Optional. Logos, brand guides, product photos, past creative.

    Section 8

    Authorization

    Please tick the authorization box to continue.

    Typing your full name here acts as your signature.

    Please add your name and the date.

    Section 1 of 8

    Onboarding received

    Thanks. Your details are with our team. We will confirm access on each platform and come back to you within one business day with anything still outstanding.

    Questions while filling this in? Email info@coremarketingstudio.com