Client Onboarding — JAX Agency

Step 01 — About You

Tell us who you are

The basics so we can keep in touch and stay organized.

Full Name *

Please enter your full name.

Email Address *

Please enter a valid email address.

Lead Notification Phone * — where ad leads get sent

Whoever takes sales calls — that's the number we'll forward incoming leads to.

Please enter the phone number where leads should be sent.

Step 02 — The Offer

What are we marketing?

List the specific services you want featured in the ads. The more specific, the better the targeting.

Services to Market *

Please tell us what services to market.

Step 03 — Targeting

Where should we run?

Tell us where to focus the campaign — and where to stay clear of.

Business Address * — private, not shown publicly

Used only for Meta Business setup. Never displayed in ads or shown publicly.

Please enter your business address.

Target Cities / Areas *

Please list at least one target area.

Cities or Areas to Exclude — optional

Step 04 — Social Presence

Facebook & Instagram

We need to connect to your social accounts to run the ads. Pick the option that fits.

Do you have Facebook and Instagram accounts? *

Yes — and I'm comfortable sharing login info

Fastest path. Drop your login below and we'll get rolling.

Yes — but I'd rather not share my password

No problem. Watch a quick video to grant access without sharing your login info.

No — I need accounts created

We'll spin up Facebook + Instagram accounts for your business and send you the credentials.

Got it. This quick video walks you through granting partner access without sharing your password. Just follow along step-by-step.

Best Email for Account Setup

We'll create your Facebook + Instagram accounts and send the login info to this email.

Step 05 — Final Touches

Send us your logo

We'll use this in your ad creatives. Take a photo, choose from your camera roll, or pick a file.

Tap to upload your logo

Take a photo, choose from library, or pick a file

PNG · JPG · SVG · PDF · up to 8MB

filename.png

240 KB

Don't have a logo? No worries — leave this blank and we'll discuss options on a call.

Privacy & Terms

What We Collect

Contact information (name, email, phone), business address, ad targeting preferences, social media credentials (when you choose to share them), and any logo files you upload.

How We Use It

Your information is used solely to set up and manage your advertising campaigns through Meta (Facebook & Instagram). Your business address is used only for Meta Business Manager verification — it is never displayed publicly. Lead phone numbers receive incoming sales leads from your campaigns. Uploaded logos are used in ad creatives we build for your business.

Data Security

All credentials and sensitive information are stored using encrypted, access-controlled systems. We strongly recommend rotating any shared passwords once partner access has been granted to your accounts.

Sharing

We do not sell your data. Information is shared only with Meta (as required to run your ads) and trusted infrastructure partners necessary to operate the service.

Your Rights

You may request a copy, correction, or deletion of your data at any time by contacting us. Removing access to your social accounts will pause active campaigns.

Contact

Questions about this policy? Email JAX Agency directly using the address you reached us at.

I've read and agree to the privacy policy above, and I understand that JAX Agency will use my information to set up and manage my Facebook & Instagram ad campaigns. *

Please agree to the privacy policy to continue.

Let's get your ads running.