We’ve pre-filled what Bloomfield already has from sales. Confirm or fix anything wrong, then complete the open items.
Welcome to Bloomfield Growth Agency
We’ve already captured what we can from sales. This short launch checklist
asks you to confirm a few details and complete what’s still missing so we can go live.
Strategy and creative details are covered on a kickoff call, not in this form.
We're excited to have you on board. This intake form helps us build a campaign
that truly reflects your business. It should take about 15-20 minutes to complete.
Your launch checklist
1
Confirm your contact and business details. We’ll pre-fill what Bloomfield already has.
2
Upload your logo (add other brand assets if you have them handy).
3
Grant Meta access to your ad account, plus GTM and GA4 so we can track leads.
4
Confirm where new leads should go.
Before you start
1
Your progress is automatically saved. You can come back at any time and everything will still be here.
2
Have your brand assets ready: logo, photos, videos, and brand colors if possible.
3
Answer every question as thoroughly as you can. The more context you give us, the better your ads will perform.
4
If you're stuck on something, skip it for now and come back. Don't let one question block your progress.
Section 2.1
Primary Contact
Let us know who we'll be working with day-to-day.
Secondary Contact
Someone we can reach if the primary contact is unavailable, such as an office manager or operations lead.
Billing Contact
Section 2.2
Business Overview
Confirm website, privacy policy, and hours. Skip long essays. We’ll cover positioning on the kickoff call.
Tell us about your company so we can understand your business inside and out.
⚠️ We cannot launch your campaign without a privacy policy. If you don't have one, create one here and add it to your website.
Section 2.3: FDD (Franchise Disclosure Document)
As a franchisor, you are responsible for ensuring proper filing/registration in all applicable states. Bloomfield is not responsible for ensuring proper filing or registration status.
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Drop your FDD here
PDF, DOC, or DOCX · Max 50MB
Section 3.0
Brand Assets
Upload your visual assets. Please select only your best work. Quality over quantity.
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Upload your logo
PNG with transparent background preferred · SVG, AI, EPS also accepted
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Upload your best photos
JPG, PNG, WEBP · Please select only your top marketing photos
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Upload videos or share a Drive link
MP4, MOV · Or paste a Google Drive / Vimeo / YouTube link below
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Upload your brand guide
PDF, AI, or image format
Colors & Typography
Section 3.2: Social Media
Facebook Page URL is collected in Meta Access (step 8). No need to enter it twice.
Section 4.0
The Franchise Opportunity
This is what our copywriters use to craft your ads. Fill it out as thoroughly as possible, your words are our best raw material.
Including franchise fee, equipment, and working capital.
Section 5.0
Product & Positioning
Help us understand what you sell, why it's great, and what this campaign needs to achieve.
5.1: Service Overview
5.2: Strengths
5.3: Campaign Goals
Section 6.0
Audience & Targeting
The more specific you are here, the more precisely we can target. Think about who your best customers actually are, not who you wish they were.
6.1: Geographic Targeting
6.2: Ideal Customer Profile
Describe your ideal franchisee buyer or customer in as much detail as possible.
Section 7.0
Competitive Landscape
Understanding your competition helps us position your brand more effectively in ads.
Section 8.0
Meta Account Access & Tracking
Your Meta ads run in your ad account (client-owned), not a Bloomfield-owned account. We need Admin access to your Business Manager / Ad Account, plus GTM and GA4 so we can track and optimize leads.
Need help inviting us? See Google's GA4 guide (invite analyticsapi@bloomfieldgrowth.agency as Admin).
8.3: Budget
Section 9.0
Lead Routing & Handling
Confirm where leads go, notification email, CRM or inbox, and how Meta leads should be routed.
Every lead from your campaigns gets sent here immediately.
META ADS
We'll configure your Meta lead form with these fields. 3-4 max for best conversion.
GOOGLE ADS
Don't overthink it, our team does full keyword research. These are just a starting point.
🎉 You're almost done! Click Submit below and we'll take it from here. Your PM will be in touch within 1 business day.
Google Ads · Section G1
Goals & Strategy
Tell us what Google Ads should achieve and which services matter most for your campaigns.
This becomes your core ad angle, be specific.
Top Services to Advertise
List up to 3 services in priority order. Include the page URL for each, that's where we'll send ad traffic.
Ad spend only, management fees are separate.
Google Ads · Section G2
Google Property Access
We need access to your Google properties to set up and manage your campaigns.
⚠️ Privacy Policy required. Google will not approve ads without a Privacy Policy on your website. If you don't have one, let us know, we'll help you get one in place before launch.
Existing Google Ads Account
Find it in the top-right corner of your Google Ads dashboard.
Access Grants
Please grant access to analyticsapi@bloomfieldgrowth.agency for each property below. We'll send step-by-step instructions for anything you need help with.
Google Ads · Section G3
Lead Handling
Tell us how leads come in and where they should go after someone clicks your ad.
Don't overthink it, our team does full keyword research. These are just a starting point.
SEO · Section S1
SEO Goals
Help us understand what success looks like for your SEO campaign.
SEO · Section S2
Search Intent & Customer Insight
Understanding how your customers search helps us write content that ranks AND converts.
💡 Think about your real customers, not your ideal ones. The more specific you are, the more targeted your content will be.
These become the basis for FAQ pages and blog posts.
Great for content that overcomes objections before they even walk in the door.
SEO · Section S3
Technical Setup
A few technical details so we can implement SEO directly on your site.
We need this to publish content directly to your site.
Grant access to analyticsapi@bloomfieldgrowth.agency for each you have.
Helps us find the right keywords and content angles your audience already trusts.
Don't overthink it, our team does full keyword research. These are just a starting point.
SEO · Section S4
Content Strategy
The last SEO step, let's align on tone, cadence, and your existing content.
Every blog post and page update will follow this tone.
✓
Intake Complete!
Thank you for taking the time to fill this out. Your information has been received and your project folder is being set up. Your dedicated Bloomfield project manager will be in touch within 1 business day.
What happens next
Your project manager reviews your intake and sets up your Google Drive folder with all your assets.
We schedule an internal kick-off meeting to align the team on your campaign.
Your persona & messaging document is created and sent to you for approval.
Production begins once you approve the messaging direction.
Taking you to your client portal in 5 seconds…
Go now →
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A few things are missing
These fields help us set up your campaign correctly. You can still submit now, your project manager will follow up on anything outstanding.
