Welcome to Ad Scaling

Let's get you set up.

Choose what you've signed up for — everything from here is built around it.

Contract + Payment

Let's lock this in.

Agreement and payment happen here. Once both are done, your setup begins immediately.

Agreement

Contract signing embed goes here. Client signs and stays on this page.

Payment

Payment embed goes here. Both done on one page, then setup unlocks automatically.

Website Scan

Do you have a website?

We'll scan it and prefill as much as possible — so you confirm instead of type.

Your Information

Let's get the full picture.

Prefilled where we could. Confirm what's right, fill in what's missing.

Core Business Info

Business Name *

Primary Contact Name * This is the person Max will communicate with day-to-day.

Primary Contact Email *

Best Phone Number

City / Country *

Business street address * Needed to set up your account. Home-based or online only? Use your business mailing address.

Service Area

Time Zone

Preferred Communication

Additional Team Members We'll add them to your Slack channel and keep them updated.

Their Emails Comma-separated if multiple.

Billing Contact Email Leave blank if same as primary. Used for invoices only.

Business & Offer Context

What kind of business are you? *

Tagline / value proposition

We pulled this from your site — confirm or rewrite it.

Describe your business in 1–2 sentences *

What is your main offer or service? *

Price point(s)

Avg customer value / LTV First-purchase value AND lifetime value if you know it. Drives our CPL ceiling and ROAS targets.

Current monthly revenue Helps us right-size targets and avoid recommending a budget you can't sustain.

What makes your offer unique?

Your service — the details

The more real this is, the better your ads and funnel convert.

Full service menu with prices — every service, not just the main one

How is it delivered? Sessions, length, in-person / virtual, locations

Payment methods you accept

Guarantees or warranties you offer

Seasonality — your busy and slow months

How many NEW customers per week can you handle before it breaks? *

Offers, discounts, or claims you'd NEVER run *

In your own words, we copy this exactly. Nothing off limits? Write "nothing".

Your favorite client — what did they SAY when they first reached out? Their exact words

Where have your best customers come from so far?

Brand assets link Logo, brand colors, fonts — share a folder so we can start on creative right away.

What offer should we push first? *

The hook we lead with in ads or on the homepage. We may have suggested one from your site above.

Who is your ideal client? *

Who should we filter out?

Do you sell online, in-person, or both? *

Primary goal with this project *

What does winning look like in 90 days? *

Ideal Client & Strategy

What pain points are they dealing with right now?

We may have pulled these from your site — confirm, edit, or add more.

What outcome are they chasing?

Main objections or questions before they buy

What triggers them to finally take action?

Ads System Setup

Monthly ad spend budget *

Target geography *

Core area: where most of your best clients come from *

Stretch area: worth reaching if budget allows

First area to cut if budget is tight

Are you currently running ads? *

Do you have an existing landing page or funnel?

Who responds to new leads?

How fast are leads usually contacted?

Do you want to review ads before they go live?

Appointment Setter add-on

Booking & operations

Exactly how new leads become booked appointments.

How should a new lead get booked? *

Days + hours you take NEW appointments *

Appointment length + buffer between appointments

First appointment: phone, video, or in-person?

Who confirms / reschedules appointments on your side?

What do you need to know about a lead BEFORE their appointment?

What scheduling tool do you use today?

No-show policy

Any compliance or ad policy sensitivities?

Anything your licensing body or industry restricts. We add the standard ad rules for your type of business on our side.

What has worked well in the past? (ads, offers, messaging)

What hasn't worked? What should we avoid?

Do you have testimonials, proof, or before/afters we can use in ads?

Are you open to recording video ads if we write the scripts for you?

UGC-style videos from the owner or staff convert 2-5x better than stock footage. We handle the script — you just record on your phone.

Competitors

Based on your site and location, we may have found some businesses in your space. Select any that are actual competitors, then add others you know.

Website Setup

What is the main goal of the website? *

What is the main CTA — what should every visitor do? *

Do you have an existing website live?

Which pages do you need? *

For each page — what's the one thing you want visitors to understand or do?

What style or vibe do you want? *

Any website you love the look of?

Do you have existing copy / written content?

Do you have professional photos?

Brand assets ready? (logo, colors, fonts)

Testimonials or social proof available?

Do you need booking/calendar integration?

Do you need payment/checkout?

SEO basics needed? (meta titles, Google Business, on-page)

Hard launch deadline?

Key messaging that must be on the site

Competitors

Based on your site and location, we may have found some businesses in your space. Select any that are actual competitors, then add others you know.

Access

Let's get set up

Tell us which platforms you're on and share your account emails — we'll handle all the access setup on your onboarding call.

Which platforms are you running ads on?

Do you have any of these already set up?

Select all that apply — or skip if you're not sure.

Google Business Profile

📍

Google Business Profile Used for local campaigns, review ads, and Maps visibility

Search your business on Google Maps → copy the URL. Skip if you don't have one yet.

🔗

Domain / DNS Access Needed for funnels, tracking & email sending — we manage it instantly via Cloudflare

Your domain name Just the domain, no https or www. We look up where it's registered ourselves.

How do you want to handle DNS access?

Final Step

Ready to lock this in?

Review everything below. Confirm the three statements, then you're done.

Your submission summary

Everything above is accurate to the best of my knowledge.

I understand that account access will be handled on our onboarding call together.

I'm ready to get started — let's go.

Anything else we should know?

You're in.

Onboarding complete.

We've got everything we need. Our team is reviewing your intake now.
Expect a message from us within 1 business day to confirm kickoff.