Client Onboarding | VNP Media

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Company & Contacts

Essential details for contracts, invoicing, and seamless communication with your team.

Legal business name *

For invoicing and contracts

Registered address *

Required for billing and Meta Business Manager verification

Industry / Vertical *

Primary Contact

Full Name *

Role / Title *

Email Address *

Phone / WhatsApp *

For urgent campaign updates and quick troubleshooting

Billing Contact

Full Name *

Email Address *

Where invoices and payment confirmations will be sent

Deal Economics

High-level numbers we need to set realistic targets and build your campaign economics model. It also captures your timeline and revenue goal.

Average deal size *

Your typical contract value in USD ($). This is the billing basis: VNP bills 3% of this per qualified show-up ($50 floor), and it is locked after onboarding.

Deal size range *

Minimum and maximum deal values in USD ($)

Monthly fulfillment capacity *

Maximum new clients or revenue you can handle monthly

Hard ad spend floor *

Minimum monthly ad budget commitment in USD ($)

Expected launch date *

When do you need campaigns live?

Revenue goal for next 3 months *

Your target revenue from this channel in USD ($).

Offer & Market Basics

What you sell and who you sell it to. This drives everything from ad copy to targeting. Your brand assets here let our workers build on-brand from day one.

Core offer(s) *

Be specific about pricing (in USD), contract terms, and what clients receive. This helps us craft compelling ad messaging.

Target geographic markets *

Specify countries, regions, cities, or languages. Include any geographic restrictions.

Brand & Assets

The single most important thing our workers need to build on-brand. Put your logo files (all variants), style guide and font files in one folder and share the link.

Brand assets link *

A Google Drive or Dropbox folder with your logo variants, brand / style guide, and font files.

Primary brand colour *

Hex code of your main brand colour.

Secondary colour(s) optional

Hex codes, comma separated.

Brand fonts *

Font names for headings and body. Include the font files in your assets folder above.

Positioning & Proof

The raw material for research, ad angles and funnel copy. The sharper this is, the sharper the output.

The painful problem you solve *

What success looks like for them *

Main competitors *

Who else your prospects consider. One per line.

Proof / case studies optional

Website / Funnel Scope

Define what your funnel needs to accomplish and what pages are required.

Primary goal(s) *

What is the single most important action visitors should take?

Must-have pages or sections *

List every page or section that must be included in the funnel build

Sales Execution Reality

How your team handles leads once they come in. This directly impacts conversion rates and ROI.

Who runs sales calls *

Name or role of the person(s) handling discovery/sales calls

Sales call duration *

Follow-up process *

Recording consent confirmed *

We may need call recordings for quality optimization

Time zone of sales team *

Primary time zone for scheduling and availability

Tech & Access

Minimum viable tech setup. If you don't have these yet, just let us know and we'll help set them up.

Meta Business Manager ID *

Your Meta Business Manager ID, or type "Will provide later" if not yet available

Ad Account ID *

Your Meta Ad Account ID, or type "Will provide later" if not yet available

Current CRM *

The CRM you use to manage leads and pipeline

Zoom connection link *

So billing can track qualified show-ups. Paste your Zoom meeting or scheduling link.

Qualification Guardrails

Core filters to ensure we only send you leads worth your time.

Minimum budget threshold *

Below this budget (in USD), the lead is not worth pursuing

Required authority level *

Who must be on the call for it to be worth taking?

Timeline threshold *

How soon must the prospect be ready to start for them to qualify?

Who is NOT a fit *

Used as an exclusion filter in research and ad targeting.

Decision & Approval Flow

Who signs off on what, and how fast. Slow approvals kill campaign momentum.

Who approves copy / ad text *

Who approves creatives / visuals *

Approval SLA *

How quickly can we expect feedback on creative and copy?

Single decision-maker confirmed *

Voice & Compliance

Never-use words / claims *

Guarantees allowed / not allowed *

Risk Confirmation & Legal

Final confirmations to ensure we're aligned on expectations and permissions before launch.

Important Confirmations

Please read and confirm each item below. These acknowledgements set clear expectations for our partnership.

I understand that no specific revenue guarantees are being made. Results depend on multiple factors including market conditions, offer strength, and sales execution.

I understand that no specific lead volume guarantees are being made. Lead quality and volume will be optimized continuously based on data.

I understand that performance is measured in qualified opportunities, not closed sales. Our responsibility is delivering qualified appointments to your team.

I understand that my team is responsible for sales execution and closing deals. We generate and qualify opportunities; your team converts them.

I understand the billing model: $2,500/month retainer (software + full service), plus 3% of my deal size per qualified show-up, with a $50 floor. Billed bi-weekly via Stripe. No-shows are never billed. A lead is qualified once it passes the lead form.

I confirm that all provided materials (logos, testimonials, case studies) may be used in advertising under VNP Media's management unless otherwise specified.

Access confirmation *

Explicitly confirm that required platform access will be granted to our team

Onboarding complete!

Your onboarding form has been submitted successfully. Our team will review your information and reach out within 24 hours to begin your build.

Your Client ID

Save this ID for your records. You'll need it for any support requests.

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