Client Onboarding — Get Down Creative

Let's get to work

Let's get everything we need to kick things off. This should take about 10 minutes.

Step 1 of 5

Contact & billing

Who we're working with and who to send invoices to.

First name *

Last name *

Business / brand name *

Your role

Billing details

Billing contact name (if different)

Billing email *

ABN (if applicable)

Preferred communication

How do you prefer to communicate?

Phone call

Best phone number to reach you

Best time to reach you

Morning (before 12pm)

Afternoon (12pm to 5pm)

Evening (after 5pm)

Anytime

Step 2 of 5

Meta access

We need partner access to your Meta Business Manager to run your ads. Here's how to set it up.

How to add us as a Partner in Meta Business Manager 1. Go to business.facebook.com
2. Click Settings then Business Settings
3. Under Users click Partners
4. Click Add then enter our Business ID: 1321239582640589
5. Grant access to your Ad Account and Instagram account

This is more secure than sharing your login and gives us everything we need.

Your Meta Business Manager ID Find this in Meta Business Settings under Business Info.

Your Meta Ad Account ID Find this in Meta Ads Manager. It starts with "act_".

Have you sent the Partner request?

Yes, done

Not yet, I need help

I don't have a Business Manager yet

Is the Facebook Pixel installed on your website?

Yes, it's installed

No, I need it installed

Not sure

Your Facebook Page name or URL

Your Instagram handle

Step 3 of 5

Website access

We need admin access to your website to install the pixel and set up tracking.

Your website URL *

What platform is your website on?

Shopify

Squarespace

WordPress

Wix

Webflow

Other

Website platform (if other)

How to add us as admin Please add hello@getdowncreative.com.au as an admin or collaborator on your website. The steps vary by platform but you'll find it under Settings then Users, Permissions, or Collaborators. If you're not sure how, let us know and we'll send you specific steps for your platform.

Have you added us as admin?

Yes, done

Not yet

I need help with this

Any notes about your website we should know?

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Step 4 of 5

Brand kit & content

Share your brand assets and any content we can use for your ads.

How to share your files The easiest way is to drop everything into a Google Drive folder and paste the link below. Make sure sharing is set to "Anyone with the link can view."

Brand assets

Google Drive link to your brand kit Include your logo files, brand colours, fonts, and any brand guidelines.

What brand assets do you have?

Logo files (AI, EPS, SVG, PNG)

Brand colours (hex codes)

Brand fonts

Brand guidelines doc

None, starting fresh

Primary brand colours (hex codes if you know them)

Content for ads

Google Drive link to existing content Photos, videos, product shots, lifestyle images — anything we can use for ad creatives.

What content do you have available?

Product photos

Lifestyle photos

Video content

UGC / customer content

None, I need content created

Is there any content you don't want us to use?

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Are there any competitors you don't want your ads to look like?

Are there any brands or competitors whose style you do want to be like? Any industry, not just yours. e.g. Country Road, Frank Body, a local brand you love.

Step 5 of 5

Launches & final notes

Almost done. Just a few more things to make sure we hit the ground running.

Are there any upcoming launches, campaigns, or key dates we need to know about?

0 / 200

Is there anything you've tried before that you definitely don't want to repeat?

0 / 150

Anything else we should know before we kick off?

0 / 200

✓

You're officially onboarded!

We've got everything we need to get started. We'll be in touch shortly with next steps.

In the meantime if you think of anything else send it through to hello@getdowncreative.com.au