Questionnaire - Texonica

Welcome to the family!

We're excited to be a small piece in your success.

Please take the time to fill out this form with as much detail as possible.

In the questionnaire, we will ask you to not only answer questions but also upload materials like your company's logo and grant access rights.

This will allow us to move faster and not waste a single day on back and forth messaging.

You can always pause and continue working on this questionnaire by clicking on the Save and Continue button.

Basic Information

Contact Person's Name

What's the name of a person to whom we can send any questions and updated

and his/hers email address?

What is the url of the website we will be working on?

Your business type

Leadgen

eCommerce

Leadgen - Are you searching for new clients?
eCommerce - Are you looking to get more sales?

Product

How many new clients do you acquire per month?

Who are these people?

(Location, demographics, other important factors)

Which offer sells the best?

(What is the margin on them? If possible explain different margin segments in your store.)

When do you get most of those leads coming in?

(time of the day/week/month/seasons)

What is your average profit per lead? (before calculating advertising expenses)

NOTE: Please answer this separately for each product you sell. If you don't know the exact figure, please provide your best estimate.

Are there things people might look for on your website that you DON'T offer?

Yes

No

Such as?

How many sales do you currently have per month?

Who buys the most?

(Location, demographics, other important factors?)

Which products sell the best?

(what is the margin on them? If possible explain different margin segments in your store)

When do you sell most of those products?

(time of the day/week/month/seasons)

What is your average profit per customer? (before calculating advertising expenses)

NOTE: Please answer this separately for each product you sell. If you don't know the exact figure, please provide your best estimate.

Are there products people might look for on your website that you DON'T offer?

Yes

No

Such as?

Do you own the rights to all the images on your website?

Yes

No

(can they be used in re-targeting ads?)

#2 Marketing

What types of marketing are you currently doing? What is your average cost per sale for each type? What is the quality of the leads?

For example: Paid advertising - $1/lead - Good quality

What didn't work out for you in marketing?

What KPIs would you like to achieve in 3 months timeframe?

What is your ideal cost to acquire a customer?

What locations do you want to target with your campaign (cities, zip codes or radius)?

Are there any local names for these locations?

Yes

No

(How local people call their neighbourhood. Ex: New York = Big Apple, NYC)

Please enter the local names here

What percentage of your customers come from outside these areas, if any?

What are the reasons customers from outside your target area contact you?

Are there any areas within this location target that you want to exclude?

Yes

No

Which areas?

What is the reason that you want to exclude these areas?

Please name your biggest competitors. Is there anything that they are doing that you would like to do?

(If they have websites, include their URLs)

Your marketing funnel

Step URL	Description	Value

#3 Writing ads

Do you have any proof we could use?

Examples:
Credibility: The powerful demonstration, Results in advance, High profile clients, Track record, Powerful associations, Celebrity, Unique Mechanism Believability. Displays of knowledge, Personal endorsement, Case histories, Sinatra Test ("if you can make it here...")
Facts: Case Studies, Research, Self-evident social proof, Media mentions, Number of followers, Number of citations, Innovation, Specialization

Are there any numbers we could use?

Examples: Price, Savings, Losses, Earnings, ROI, Statistics, Percentages, Fractions, Dates, Periods of time, Quantities.

Direct marketing offers

Examples: Guarantee, Trial offer, Free sample, %discount, No obligation, Accompanying offer, free signup, Reports, White papers, Audio, Video, Software, Membership, Consultation, Results in time frame, Deadline, % to charity, Disqualification

#4 Questions below are about what your customer loves in connection to your product

A thing that your customer loves?

A thing that your customer hates?

Your customer's worst enemy?

Your customer's best friend?

#5 Clients

Are there different types of clients?

Yes

No

Please explain how are they different

What is the age of those groups?

What is the gender of those groups?

What do they say about your store (opinions)?

What do they say about your offer/Service (opinions)?

Why do they choose your offer over your competitors?

If your store attracts repeat or ongoing customers, what is the average lifetime customer value?

What is the average buying cycle for your customers

For example: once someone starts to look for a business like yours, how long does it take them to make a decision and purchase?
What's the longest it might take someone?

What questions do people ask?

What are your answers?
Do people like your answers or do they keep checking other stores?

#6 Stand out

What are the things that MOST make you stand out from your competitors?

What is unique and special about your business?
What sets you apart from the competition?

What are some other features/benefits of your service.

(Most importantly anything I wouldn't find on your website)

[your_shorcode_here]

#7 Budget / Change Questions

What is the monthly budget you would like to start with (Adwords,FB,Instagram)?

If we propose sales increasing changes to your website, are you able to do those changes?

Yes

No

Are you open to changing this if it will result in more overall profit?

Yes

No

Are you using any payment gateways?

Yes

No

Please state their URLs

Examples:
Paypal.com - The domain of any payment gateway you use.

If you use Afterpay, enter portal.afterpay.com.
If you use Zip Money, enter account.zipmoney.com.au.
If you use Zip Pay, enter account.zipppay.com.au

#8 Upload materials

Do you have brand colors or brand design book?

Yes

No

Please provide us with a link to the book or just specify those colors

Alternatively, you can upload the book as a file in the next field

Upload your logo and any other materials that are important

Choose File

#Logo
The logo should be provided ideally in SVG format (optionally PNG).
In both cases in as high resolution as possible and with a transparent background.

#Other materials
Please provide us with a 'starting' pack of materials.
Which might include:
- you (if we are building a strong personal brand)
- products you offer
- products being used (eCommerce)
- work you are doing (in case of leadgen)

In case of an eCommerce store where we have to setup Google Merchant Account we will additionally need:
A high-resolution logo for Google Merchant Center:
Your square logo will appear on large screens.
Requirements:
Format: PNG, SVG
Max size: 5 MB
Dimensions: min 500 × 500 pixels, max 2,000 × 2,000 pixels
Ratio: 1:1
Rectangular logo

Your rectangular logo will appear on small screens.
Requirements:
Format: PNG, SVG
Max size: 5 MB
Dimensions: min 1,000 × 500 pixels, max 2,000 × 1,000 pixels
Ratio: 2:1

If you uploaded other materials than please explain here what they are for.

#9 Granting Access

Privacy Policy

To run ads every site has to have a privacy policy. Please provide us with an URL to it so we can make sure everything is correct.

#9 Access - Google Ads

Google Ads Account Number

To get access to your Google Ads we will need to know it's account number.

- Sign in to your Google Ads account.
- Step 2 Click the help icon in the top right corner.
- Step 3 Find “Customer ID” at the bottom of the menu.

After will process your questionnaire answers we will send you an invitation to get access to your account.
(it will be visible in Gmail of the email address you have used to create the Google Ads account)
Reference: https://support.google.com/google-ads/answer/1704344?hl=en

#9b Access - Google Analytics

Please specify your Google Analytics ID

Please specify your Google Analytics Measurement ID

Accessing GA4 Admin Panel
1. Log into your Google Analytics account
2. Click on “Admin” in the left menu navigation
3. Select your desired GA4 property from the property dropdown menu

Finding the Measurement ID
1. In the Property column, locate and click “Data Streams”
2. Click on your website’s data stream name
3. Scroll to the bottom of the page to find the “Google tag” section
4. Click “Configure tag settings”
5. Your measurement ID will be displayed in the “Your Google tag” section, starting with “G-”

Adding [email protected] to your Google Analytics account

Sign in to Google Analytics.
Click Admin, and navigate to the desired account/property/view.
In the Account View column, click User Management.
In the Account permissions list, click +, then click Add users.
Type in [email protected] and grant edit permissions

Reference: https://support.google.com/analytics/answer/2884495

I confirm that I have added [email protected] to Google Analytics with the edit rights.

Adding [email protected] to your Google My Business account

Access Your Business Profile
1. Go to business.google.com
2. Sign in with your Google Account
3. Select your business location if you have multiple listings

Adding New User
1. Click “Menu” in the top left corner
2. Select “Business Profile settings”
3. Click “People and access”
4. Click “Add” or “Invite new users” at the top left
5. Enter the email address ([email protected]) of the person you want to add Setting Access Level

Choose the appropriate role for the new user:
• Manager: Can edit business information but cannot manage users

Complete Invitation
1. Click “Invite” to send the email invitation

I confirm that I have added [email protected] to Google My Business.

Adding [email protected] to your Google Search Console account

Initial Access

1.Go to search.google.com/search-console

2.Log in with your Google Account

3.Select your property from the top left dropdown

Adding New User

1.Click the Settings icon (gear) at the bottom left of the screen

2.Select “Users and permissions”

3.Click the blue “Add user” button

Setting Permissions

When adding the user, you’ll need to:

1.Enter the user’s email address ([email protected])

2.Select permission level:

•Delegated Owner: Same permissions as Owner but without verification token

3.Click “Add” to send the invitation

I confirm that I have added [email protected] to Google Search Console.

Linking Google Analytics with Google Ads

Sign in to Google Analytics.
Click Admin and navigate to the property you want to link.
In the Property column, click Google Ads Linking.
Click + New link group.
Select the Google Ads accounts you want to link, then click Continue.

Enter a link group title. Example: Google Ads Link
Turn linking ON for each view in the property in which you want Google Ads data. (You can choose all)

I confirm that I have linked Google Analytics with Google Ads

#9b1 Linking Search Console with Google Analytics and granting access

To link your Search Console account with Google Analytics please follow this instruction: https://support.google.com/webmasters/answer/9419894?hl=en
If you don't haven't added your domain to the search console please follow this instruction: https://support.google.com/webmasters/answer/34592?hl=en

#9c Google Tag Manager

Do you have Google Tag Manager?

We use Google Tag Manager for more advanced conversion tracking and also managing different tools like HotJar, Google Optimize

Email address which we should add as a Google Tag Manager administrator

Your Google Tag Manager(GTM) ID

Please state your Google Tag Manager ID.
Log in to tagmanager.google.com (if don't have an account create one).

In case you haven't been using GTM before In Tag Manager, click Accounts and then Create an account.
Enter an account name and optionally indicate whether you'd like to share data anonymously with Google and others.
Click Continue.
Enter a descriptive container name and select the type of content: Web.
Click Create.
Review the Terms of Service and click Yes if you agree to those terms.

How to find GTM ID?
In Tag Manager, click Workspace.
Near the top of the window, find your container ID, formatted as "GTM-XXXXXX".

Reference:
support.google.com/tagmanager/answer/6103696

I confirm that I have added [email protected] to GTM with the publish rights.

#9d. Hotjar - optional

HotJar is a heat mapping tool we optionally use when working with clients. You don't need the paid account to use it.

Do you use Hotjar?

Yes

No

Granting access to HotJar

Please add [email protected] with Read & Write Access

Reference: help.hotjar.com/hc/en-us/articles/115011585927-How-to-Add-Team-members-to-an-Organization

I confirm that I have added [email protected] with Read & Write Access rights

#9e - Access to your website

Granting access to your website

Inviting Texonica to your website

Unless otherwise specified we will need access to your website.
Please send an invitation to [email protected]

I have sent an invitation to [email protected]

Login URL

Please specify URL where we can log in.

9e. Access to your Merchant Center

Please specify your Merchant Center ID

Visit https://merchants.google.com/Home Log in with the Google account you use to manage your products.

In the top left-hand corner you will see your Merchant ID:

Please add [email protected] to your Merchant Center

Sign in to your Merchant Center account.

Click the tools wrench icon, then select Account access under the 'Settings' menu.

Click the plus button plus.
Enter the [email protected] to invite.
Click Add user.
On the next page, select the Standard level of user access.
Click Save.

Reference: https://support.google.com/merchants/answer/1637190

I confirm that I have added [email protected] to my merchant center with Standard Access rights

Is the merchant center connected to your store?

Yes the merchant feed is connected to the store

No, it isn't. I need help with it.

Woocommerce instruction:
https://woocommerce.com/posts/google-shopping-for-woocommerce/

Shopify:
https://help.shopify.com/en/manual/promoting-marketing/create-marketing/google/setup

Is the merchant account is connected to your Google Ads account?

- In your Merchant Center account, click the tools icon and then click Linked accounts under "Settings".
- Select Google Ads
- Under “Your Google Ads account,” find the Google Ads customer ID of the account that you want to link. You can find the customer ID at the top of any Google Ads page when you're signed in, near your email address.
- Click Link under "Actions".

Reference: support.google.com/google-ads/answer/6159060

Yes the merchant account is connected to google ads

9f. Access to your website

What eCommerce system do you use?

Shopify

Woocommerce

Other

Please state the shopify store's admin url

We will be sending you an invitation from our Shopify Partner's account.

Wordpress user account

I have sent the WordPress invite to [email protected]

I don't want to grant access to my website and I'll setup everything myself

We'll need you to create a new user account on your wordpress blog and this user should have access to plugins and feed management.

1. In wordpress, go to Users > add new
2. Username: Texonica
3. Email: [email protected]
4. When finished, check the box below and continue
About the access rights - if you don't want us to be an Admin please install this plugin https://wordpress.org/plugins/duracelltomi-google-tag-manager/

9f. Facebook

Facebook Ads Access

I have invited the stated partner to access my facebook ads account

I don't need Texonica to access my FB ads

If we have discussed access to FB Ads then please follow those instructions:

Please create business account and give us the access
(Instruction: www.facebook.com/business/help/1717412048538897 )
Partner Business ID: 1895438243807702

Please do grant access to:
- your page
- ads account
- pixel
- (if eCommerce) catalogue

Getting Started with Texonica