Client Technical Information

Digital Marketing Information

Please fill out the form below for your online services that Whistler will need in order to have a seamless transition onto our platform.

Step 1 of 7 - What Services are you contracted for?

Please select the Digital Services that match your contract(Required)

Digital Advertising Customer Profiles

Age, Location, Income, Needs, etc.(Required)

Days/Times to run ads(Required)

Think about when the phone is answered, emails are answered etc.

How far are your customers/patients willing to travel for your services?(Required)

Do you have multiple locations?(Required)

You selected "Yes." Do your locations have different customer profiles? If so, please provide a detailed profile for each location(Required)

Please list the specific services that you would like to target with digital ads(Required)

Offers or Promotions you would like to advertise?(Required)

Provide as much detail as possible about the offer to be promoted

Do you have landing pages for these services you want to target?(Required)

Please list the landing pages

One URL per line

Would you like Competitor targeting?(Required)

Yes

We ask this because sometimes competitors within the same industry will cause your ad to show based on certain search terms.

List your top competitors(Required)

Please provide some of the "key phrases" that you hear from customers searching or inquiring about your services(Required)

Trend Analysis

Does you business have seasonal peak and valley months? What does that look like? When are the high and low sales revenue months?

Please be as detailed possible(Required)

Credit Card Authorization

Please click the download button below for the Whistler Reoccurring Credit Card Authorization Form. Once completed, please send the filled out form to [email protected]

In order for us to work on your behalf with your current web management company we need you to formally introduce us as your new digital services provider. This helps us with a smooth transition.

We have included an easy template to help guide you in your communication to them. See below. Simply copy/paste this into an email and change the bracketed items. Please CC Chris Lottma ([email protected]) to your email communication.

Email Template

Subject: Transfer of Digital Assets and Cancellation of Services

Hey [Current Web Designer's Name],

Hope you're doing well! First off, I just want to say a huge thank you for all the work you’ve done for [Client's Business Name]. Your support has been amazing, and I really appreciate all the effort you’ve put in.

That said, I've decided to take things in a different direction with our digital presence. We're moving our web design and digital services over to Whistler Billboards and Media, working specifically with Chris Lottman.

Could you please help us out by transferring all digital assets related to [Client's Business Name] over to Chris at Whistler Billboards and Media? This includes things like:

Login credentials and access to all relevant platforms
Any other digital assets or documentation that might be important for our website and digital presence

Chris or someone from his team will be in touch soon to make this transition as smooth as possible and to grab any specific details they need from you.

Once everything is transferred, I’d also like to officially end our contract. Please send over any final invoices or paperwork needed to wrap things up.

Thanks again for everything you’ve done, and I hope this transition goes smoothly for all of us!

Best,
[Your Name]

Google Business Access

Add owners & managers

Go to your Business Profile. Learn how to find your profile.
Click Menu Business Profile settings People and access.
At the top left, click Add .
Enter [email protected]
Under "Access," choose Owner or Manager.
Click Invite.

Google Analytics Access

Add users to Analytics

You can add as many users as you need. To add a new user to an account or property:

Visit google.com/analytics and sign in with your admin Gmail account.
In Admin, under Account or Property (depending on where you want to add users), click Access Management.
In the Account/Properties permissions list, click +, then click Add users.
Enter [email protected]
Select Notify new users by email to send a message to the user.
Select the permissions you want. Learn more about permissions.
Click Add.

The Google email address you use to add a user and the password associated with that address become the Analytics login credentials for that user.

Facebook / Meta Access

To give someone permission to access a Page in a Business Account that owns the page, you can approve their partner request within the owning Business Account. To transfer ownership of your Page to someone, you can approve their ownership request if you have full control of the Business Account. This scenario applies when you're trying to claim a Page that’s not owned by your Business Account. If a Page is not owned by a Business Account, you can accept the partner request on the Page by going to Settings and then Roles.

Before you begin

If you have Facebook access with full control of the Page, you can approve the request. These steps only apply to the person who has Facebook access through Business Manager.
If you don't have Facebook access with full control, send this article to the person with Facebook access in the owning Business Manager to get your request approved.
- If you have made a partner or ownership request, you must know who has permissions to accept the request. Due to privacy concerns, we cannot provide more information about who can accept your request.

Understanding Page and Business Account access

Person with full control of a partner Business Account: The person with full control of the partner Business Account can request access to an outside Page. That request needs to be approved by either:

Facebook access with full control of the Page: Someone who has Facebook access with full control if there is not an owning Business Account
Person with full control of the Business Account: Person with full control of the Business Account that owns the Page and other business assets

Note: Meta Business Accounts, sometimes known as Business Manager accounts, are now called business portfolios. This change will appear gradually across Meta technologies.

How to approve an ownership or partner request from Pages

If you are a Page owner, you can approve ownership or partner requests for your Page. The steps below only apply if you are a Page owner. To approve ownership or partner request from Pages:

Open your Page.
From the left menu, select Page settings.
Select Page roles.
You will find the request under Partner Request or Ownership Requests. Select Respond to request.
Select Give [Business Manager Name] access to my Page if it’s a Partner Request, or select Transfer ownership of my Page if it’s an Ownership Request.

If you have full control of the Business Account, you can also approve partner requests in this way:

Log into your Business Manager
Go to Business settings from your left sidebar. Then, click Requests.
Click on the Received tab. You should see businesses that have requested access to your Page here. You should also see information about the user who has requested access and the business they belong to.
Click Approve or Decline.

You have now either approved a partner request to give someone permission to access the Page or an ownership request to transfer ownership of the Page.

If you don't know which Business Account owns the Page, you may need to dispute the ownership and apply for the Page to be detached.

For more help, please contact the Facebook Support Team.