APXLAB Onboarding Form
Phone Number (for quick updates)
What does your brand stand for?
Brand Mission (1-2 sentences):
What does your brand stand for?
Example: "We create sustainable, plant-based nutrition that actually works. Our mission is to make healthy eating accessible and delicious for everyone."
Brand Voice (select one primary tone):
Brand Voice (select one primary tone):
Words or Topics to AVOID:
Example: "Avoid medical claims we can't back up, competitor names, overly aggressive sales language"
Leave blank if none
Top Products to Advertise (in order of priority):
#1 Problem Your Products Solve:
Example: "Getting enough protein on a plant-based diet without compromising taste or quality"
What Makes You Different? (check all that apply):
What Makes You Different? (check all that apply):
What Makes You Different? (Other?)
Describe who your ideal customer is — what they care about, how they live, and what motivates them to buy from you.
- (Age, Primarily women? Primarily men?)
-where do they shop, who do they follow?
Example: "Health-conscious millennials (25-40), active lifestyle, interested in sustainability, willing to pay premium for quality, follows wellness influencers, shops at Whole Foods"
What struggles led them to your brand?
Example: "Not getting enough protein on vegan diet, tired of bad-tasting plant proteins, want clean ingredients"
Which platforms are you advertising on? (check all that apply):
Which platforms are you advertising on? (check all that apply):
Approximate Monthly Ad Spend:
Approximate Monthly Ad Spend:
Please share all earlier good performing ads in a Google Drive folder or Dropbox link. Include any data, UGC content, testimonials, or educational posts that worked well. (Do not need to include live content we can access, only if you have content that can be used to get data, angles, quality images of products or content for video generation etc)
Current Performance Benchmarks:
Leave blank or write "unsure" if you don't track these yet - no problem! We'll establish baselines together
Current Ad Metrics (if you're running ads now):
Average CTR (Click-Through Rate):
Current CPA (Cost Per Acquisition):
Current ROAS (Return on Ad Spend):
Key Metrics You Care About (check top 2-3):
Key Metrics You Care About (check top 2-3):
Do you have email/Sms flows set up
Why we ask: Strong email/SMS flows dramatically improve ad performance by nurturing leads and recovering abandoned carts.
Do you have email/Sms flows set up
#1 Goal for Next 90 Days:
#1 Goal for Next 90 Days:
Are there specific products or campaigns we should focus on first?
Example: "Focus on our new protein powder launch happening in 3 weeks. After that, shift to our greens powder."
Any product launches, sales, or promotions in next 90 days?
Example: "Black Friday sale in November - 30% off. New flavor launch mid-October."
Main Competitors (3-5 brands):
Ad Inspiration (optional but helpful!)
Example: "Love how Glossier does UGC. Athletic Greens has great educational content. Wish we had Apple's minimalist aesthetic."
Do you have Meta Pixel installed
Don't worry if you're unsure - we'll help you verify and fix any tracking issues!
Do you have Meta Pixel installed
What platform is your store on?
What platform is your store on?
We need view-only access to your ad platforms and store to deliver the best results. This allows us to:
✅ Verify pixel tracking is working correctly (most stores have issues here)
✅ Pull real-time performance data to optimize your ads with AI
✅ See what's actually selling so we can focus on winning products
✅ Troubleshoot issues quickly without back-and-forth emails
Your security matters: We only request read/view access. Your payment info, customer data, and sensitive information remain completely private. You can revoke access anytime.
Please grant access to:
access@apxlab.aiMeta Business Manager + API Access:
Add us to your Business Manager:
-> Go to
business.facebook.com/settings
-> Click "Users" → "People" in the left menu
-> Click "Add" button
-> Enter email:
access@apxlab.ai
-> Select access level: "Admin access"
-> Under "Ad accounts" - assign access to all your ad accounts
-> Under "Pages" - assign access to all your pages (if needed for ads)
-> Click "Invite"
Done! We'll accept the invite and have full access to optimize your ads and pull real-time data.
Have you granted access to our Meta Business Manager?
Have you granted access to our Meta Business Manager?
TikTok Ads Manager + API Access:
-> Click the gear icon (Settings) in the top right
-> Click "User Management" in the left menu
-> Click "Add User" button
-> Enter email:
access@apxlab.ai
-> Select role: "Analyst"
-> Click "Confirm"
Have you granted access to TikTok Ads Manager ?
Have you granted access to TikTok Ads Manager ?
SHOPIFY
-> Go to your Shopify admin
-> Click "Settings" (bottom left)
-> Click "Users and permissions"
-> Click "Add staff" button
-> Enter email:
access@apxlab.ai
-> Check ALL boxes under: Orders, Products, Customers, Reports, Analytics
Click "Send invite"
Have you granted access to your store?
Have you granted access to your store?
SECTION 9: COMMUNICATION & APPROVALS
Best way to reach you for quick questions?
Best way to reach you for quick questions?
How often do you want performance updates?
How often do you want performance updates?
How quickly can you typically approve creative?
How quickly can you typically approve creative?
Anything else you want to add?
🤝 All set? Hit submit and let’s get started!
