Yatter Onboarding: How to Complete The Onboarding Form for The Best Chance of Success!

yatter onboarding

Welcome to Yatter!

We’re thrilled to be working with you – but first, we need you to go through our Yatter Onboarding Form.

Our Yatter onboarding process will walk you through everything we need to get started. If you have any questions as you run through the process just let us know.

We want to make this process (and every other process) as painless and easy as possible. So, we’ve created this quick guide on how to fill out the onboarding form.

What is The Yatter Onboarding Form?

Our Yatter onboarding form is an online form we send you to fill in, so we can get to know about you, your business goals and gain access to your channels.

We want to know everything about your business so we can provide the best service and run the best quality ads. Exceptional communication is one of Yatter’s top priorities, and we want to feel like an extension of your team.

The Yatter onboarding form will walk you through everything we need to get started, such as:

  • Access to your assets (Pages, ad accounts, CRMs, websites, etc.)
  • Questions regarding your perfect customer
  • An understanding of your business & numbers
  • Access to your customer lists (for custom audiences) & creatives

The form takes roughly 45 minutes to complete and can be done at different times so you can start it and go back to it later. We make sure to ask you for everything we need now, so there’s no constant back and forth further down the line (which saves you time!).

Please be as thorough as possible. We want to get as much information as possible through this form. If you have any questions, please get in touch.

Once you’ve completed your onboarding form, your account manager will reach out to arrange your strategy call. We will run through your onboarding form to ensure we have everything we need to get started.

Let’s dive right in!

Your Details

Yatter onboarding form - Your Details section

This step is pretty self-explanatory. In this section, you’ll fill out your contact information so we can get in touch with you easily. We need your:

  • Name
  • Company name
  • Business postal address
  • Best email address

Channel Access

Yatter onboarding form - Channel Access section

On this page, simply select the channels you’re looking for support with:

  • Facebook/Instagram Ads
  • Google Ads
  • TikTok Ads
  • LinkedIn Ads
  • Twitter Ads
  • Other

Instructions for each will appear below once you have selected.

Accessing Other Bits & Bobs

Yatter onboarding form - Accessing other bits & bobs section

Now that we have access to your preferred channels, we need some access to other bits and bobs. These include:

  • Google Analytics
  • CRM/ Email Marketing Software- if applicable
  • Website Access
  • Landing Page Software-if applicable

Google Analytics

We want to access your Google Analytics so we can track what’s happening on your website once people click on our ads. For example, we can monitor how long people are spending on your site.

CRM/Email Marketing Software – if applicable

We need access to the place you want the leads/customers to go. This allows us to integrate our work with your systems. For example, if you’d like them to be placed into a Mailchimp sequence, we’ll need access to Mailchimp.

Website Access

We need access to your website to link it with your campaigns. For this, you can create a unique user with administrative access, or provide the information to a current admin account. If you have a web team/agency, feel free to introduce us to them and we can liaise to make this happen (if this is the case, we don’t need you to share the details with us)

Landing Page Software – if applicable

As well as your website, we’ll need access to your landing page software. If you don’t have one and we’ve agreed upon a funnel build, please create an account with the discussed provider first.

Important URLs

Yatter onboarding form - Important URLs section

Next, we need information on your URLs. We need to know the following:

  • What is your website URL(s)? If you have multiple, please list them all.
  • What is your main landing page URL(s)? If you have multiple, please list them all. If you don’t have a specific landing page, type “n/a”.
  • Confirmation page URL – If you list multiple landing pages above, list all. Please make sure it’s clear which confirmation page is linked to each landing page.
  • Any other funnel URLs – For example, any upsell pages or any other pages that will be involved in our campaign?

Other Assets

Yatter onboarding form - Other Assests section

Now we need access to some of your other assets such as your databases, customer file lists, and any creatives.

Databases & Customer File Lists

It’s important for us to use your current databases if you have them so we can:

  • Exclude certain audiences (ie, previous customers)
  • Retarget people to push them further down the funnel (ie, leads to becoming customers)
  • Create lookalike audiences for targeting

We will handle all data with the utmost care.

You will have received a link to your Google Drive folder which includes a folder for audiences and a folder for creatives. Please share any databases you have in the audiences folder and make sure they are named in a way that makes them easy to identify.


In the creatives folder, please share any images, videos or creative assets we can use. These can be anything from previous ads to simple photos – it’s our job to find creative assets that will generate the best results, the more you can share the better.

Also, if you have any other testimonials we can use, let us know where we can find them (eg. Trustpilot, Facebook reviews, website testimonials page, Google etc.).

Finally, are there any brand no-nos we should be made aware of? Is there anything we cannot put into an ad, for example, some financial clients cannot use ads without income disclaimers on them.

Ads Agency Audit

Business Goals

Yatter onboarding form - Business Goals section

In this section, we want to talk about your business goals.

Firstly, what are your main short-term and long-term business goals? Answering these questions helps us understand how we can best support you. Are you looking to sell one day? Raise finance? Scale? What do your goals look like?

Then we want to know what your ideal customer journey looks like. How would you like your target customer to work through your ecosystem?

Yatter onboarding form - Business Goals section continued

Now, think about what are the 3 key messages you try to promote. What does your current marketing strategy look like and what marketing activities do you currently do? Where do you get your customers from?

Lastly, who are your main 3 competitors? Give us a list of their websites so we can do some research. We audit your top 3 competitors and look at their websites/ offers, and ads to help determine our own strategy.

Campaign Goals

Yatter onboarding form - Campaign Goals section

Now we know your business goals, we want to find out what your campaign goals are.

When it comes to our campaigns, what does success look like for you? Does this include getting consistent call bookings? Scaling your ad spend? Hitting a certain ROAS?

Some other questions to think about are:

  • Do you have an initial focus that is important for us to know?
  • Do you have any short-term objectives?
  • What is your max daily budget to start with?
  • Do you have a target cost per result? For example, cost per lead or cost per purchase. We can help determine realistic goals on the strategy call.
  • What would your cost per result need to be in order for us to scale? If you’re unsure just now, we can help determine realistic expectations on the strategy call.


Yatter onboarding form - Targeting section

Next, we want to get your targeting nailed down. If you’re marketing to many, you’re marketing to nobody. There’s a strong chance you know exactly who your dream customer is and it’s important you can pass that on to us.

When we look at target customers, we look at 5 key areas:

  • Demographics
  • Psychographics
  • Problems
  • Solutions
  • Vehicle

Some sections might not be entirely relevant to you, so we’ve left each section optional. The more information we have here the better.


Yatter onboarding form - Demographics section


In this section, we want to know about your perfect audience and what demographics they fit into.

  • We want to know the following:
  • How old is your perfect audience?
  • What language do they speak?
  • Where does your perfect customer live? Is there anywhere you’d like to exclude? Any specific regions we should be targeting, or NOT targeting?
  • What do they do for a living?
  • Marital status?Yatter onboarding form - Demographics continued
  • What gender are you targeting?
  • Do they have children?
  • What is their yearly income?
  • What do they identify as? (founder, busy mom, etc.)
  • Are they members of any associations?
  • Did they go to any specific educational establishment?

We want you to be as detailed as possible here so we can get a clear idea of who we should be targeting and how we should do it.


Yatter onboarding form - Psychographics section

Next, we want to go over psychographics. Psychographics is the examination of somebody’s behaviour, interests, values, opinions, and lifestyles.

We want to know the following:

  • What books/authors does your perfect client read? Specific books & authors are useful here
  • What magazines do they consume?Yatter onboarding form - Psychographics section
  • What blogs do they visit?
  • Which influencers/thought leaders do they follow?
  • What companies do they use/like? Software, brands, tools, etc.

The more specific you can be here the better!

The PVR Method

Yatter onboarding form - PVR Method section

The PVR Method is our signature way of creating the most accurate depiction of our perfect customer. Every customer has a gap from where they currently are, to where they want to be. You’re the solution. But it’s important we’re clear on what that looks like.

In it we’re going to cover three things:

  • The problems your customers face (in their words!)
  • The vehicle you provide
  • The results they’re seeking


Yatter onboarding form - PVR Method Problems section

You need to do some brainstorming on what problems your customers face. Have a think about their top 5 problems and why they are important.

What is the number 1 thing that your audience is TIRED of hearing from others trying to help them?

Lastly, think about what your customer’s biggest objections are to buying your product; why do people NOT buy from you?


Yatter onboarding form - PVR Method Vehicle section

Now it’s time to talk about what you provide:

  • What are the top 5 benefits of using your service? Why are they important to the customer?
  • What is your business best in? Why do people love you?
  • What makes you different from your competitors?


Yatter onboarding form - PVR Method Solution section

Lastly, what solutions are your customers looking for? the top 5 results your customers are seeking? Why is it important to them? (in order of importance)


At Yatter, we want to make every process simple and painless.

Our Yatter onboarding form helps us get all the relevant information and assets we need in just 45 minutes, saving you a lot of time and effort.

Client satisfaction and communication are our top priorities, that’s why we created this article. Our blog is full of other really helpful articles that you can read through if you need a hand.

If you have any questions throughout the Yatter onboarding process, please get in touch.

Ads Agency Audit


Your weekly dose of advertising

Join over 5,000 people who receive the Monday Morning Yatter newsletter.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.