Onboarding Form

Facebook Lead Campaign Setup for Your Accounting Firm

Thanks for getting started. This onboarding form gives us everything we need to build your Facebook lead campaign and set the qualification questions around your exact criteria.

What happens after you submit

Here’s exactly what we do with your answers:

We review your answers
You book a short call to confirm your lead requirements
On the call we determine the recommended ad spend based on your criteria and location
We build, connect lead delivery, and launch
Leads are screened automatically by the qualification questions, and qualified leads are sent instantly to your inbox or CRM.

What you will need (takes 5 to 10 minutes)

Have these ready:

your service area (towns, counties, radius, or UK wide)
your ideal client type (Ltd, sole trader, contractor, property, ecommerce, etc.)
the services you want enquiries for (monthly support, VAT, payroll, year end, tax planning)
your minimum monthly fee or minimum annual fee
where you want leads delivered (email or CRM)
your Facebook Page and Meta Business Manager details (if you have them)

Important notes

This is a pay per lead model, not a retainer
Ad spend is paid directly to Facebook from your ad account
We recommend a minimum starting ad spend of £40 per day in many areas, then confirm the right amount on the call
The faster you follow up qualified leads, the better the results

Ready to set your criteria?

Complete the form below.

If you have questions while filling this out, reply to your onboarding email and we will help.

First Name

Last Name

Phone *

Email *

Website

Where should qualified leads go? *

Text

Email

Both

Who will follow up leads? *

Whats their email adress ? *

Where do you want leads? (towns, counties, radius, or UK-wide remote) *

Do you only serve certain areas or postcodes? *

Client type you want (Ltd, sole trader, contractor, property, ecommerce, trades, medical, other) *

Services you want enquiries for *

Timeframe to start *

ASAP

1 to 2 weeks

2 to 4 weeks

Any dealbreakers

How many new monthly clients can you onboard per month?

Typical response time during business hours

under 5 min

under 30 min

same day

next day

Intake process

Call

Zoom

in-person

What is your best “monthly package” offer? (short description) *

What do you want to be known for?

Industries you prefer (optional)

Industries you will not take (optional)

What is your preferred starting ad spend range? Higher spend means more leads faster

£30 (not recommended)

£40

£50

£60

Lead volume target (per week)

Do you have a Meta Business Manager?

yes

no

not sure

Facebook Page URL

Instagram account

Do you already have an ad account for meta?

Anything we must not say in ads

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