MARKETING REQUEST

COMPANY INFO

Company Name *

First Name *

Last Name *

Email *

Phone *

Website *

Final Approval Sign-Off *

I will be the person to approve campaign
Someone else will approve the campaign
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Approver Full Name

Approver Phone Number

Approver Email

MARKETING DETAILS

AUDIENCE INFO

Ideal Audience *

Audience Targeting Type(s) *

Contextual
Behavioral
Location (Geo, Device, Event etc.)
Foot Traffic (visits to location)
Retargeting(Website, Search, Social etc.)
Unsure (Let our team decide)
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Geographic Targeting *

Pin & Radius
Zip Codes
City/Cities
County/Counties
DMA (Designated Market Area)
State(s)
National
No Geo Targeting
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Geo Targeting Grouped *

Yes, One Campaign
No, Separate Campaigns
No Geo Targeting
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Geographic Targets *

CAMPAIGN INFO

Campaign Start Date *

Campaign End Date *

Campaign Goal(s) *

Awareness
Sales
Leads
Engagement
Traffic
Conversions (form fill, call, message)
Foot Traffic (Physical Locations)
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Campaign Budget *

$

Ad Campaign Platforms *

Programmatic (Display, Audio, OTT etc)
Social Media (Facebook, Tiktok, Linkedn, etc)
Google (Search, Local Service, YouTube etc.)
Direct Placement (Hulu, Spotify, WhatsApp etc.)
Unsure (Let our team decide)
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Programmatic Platforms *

CTV/OTT
Pre-Roll
Native Display
Banner Display
Streaming Audio
Digital (Billboards, Movie Theater, Stores etc)
Unsure (Let our team decide)
Do Not Use Programmatic
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Social Media Platforms *

Meta (Facebook, Instagram)
LinkedIn
Snapchat
Reddit
TikTok
Pinterest
X(Twitter)
Messenger Ads
Unsure (Let our team decide)
Do Not Use Programatic
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Google Platforms *

Search
Performance MAX
Local Service Ads (LSA)
YourTube Pre-Roll
YouTube TV
Unsure (Let our team decide)
Do Not Use Google
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Direct Placement Platforms *

Hulu/Disney+
Spotify
WhatsApp
Unsure (Let our team decide)
Do Not Use Direct Placement
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AD INFO

Ad Type(s) *

Carousel
Static Display
Video
Stories
Reels
In-Feed
Slideshow
Collection(Products)
Messenger
Interactive/Playable (Spin to Win, Scratch, etc)
Unsure (Let our team decide)
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Describe Ad Creative *

Ad Compliance Considerations *

TECHNICAL INFO

Google Account Verification Document *

IRS Letter (CP 575) confirming EIN
IRS Form 8871, 8872, or 990 (EIN included)
State business registration certificate (EIN included)
SEC Filing (10-K, 10-Q, or 8-K) (EIN included)
Business credit report (Experian, Equifax, or TransUnion)
Do Not Use Google
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Google Profile & Analytics Access *

Yes, Can provide
No, Cannot provide
Do Not Use Google
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Google Tag Manager (GTM) Setup *

Yes, can place GTM on website
No, cannot place GTM on website
Already have GTM on website
Do Not Use Google
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Social Media Advertiser Rights *

Yes, Can provide Ad rights
No, Cannot provide Ad rights
Do Not Use Social
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Social Media Admin Email

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