Client Intake Form

First of all, I would like to say a huge thank you for wanting to choose to work with me. I am so excited and I cannot wait to bring your brand to life. I love to work with businesses who are just as passionate as myself! Thank you for considering me to support you in your business.

I value each and every client that I take on, so it is important to figure out if we are a great fit together. Before a discovery call, and discussing my process. I would like to get to know, and learn more about you!

Please take the next 10 minutes to fill out this form.

I know this might be quite lengthy but I will need this information to better serve you. Please keep an eye out on an email within 24-48 hours for the next steps! Thank you!

Name*

First NameLast Name

Phone Number

Area CodePhone Number

Email*

example@example.com

How did you hear about me?

LinkedInFacebookInstagramTiktok

Phone Number*

Area CodePhone Number

What is your business name?*

What state and city are you from?*

Who is your target audience?

Please be specific. Include age, demographics, gender, interests etc.

What are the values and/or mission statement of your company?

What services are you interested in?*

Instagram or Social Media ManagementUser-Generated ContentVirtual AssistantContent Creation (Virtual & In-Person)

What do you do? Give me details of your business!*

Are you looking for support now or in the months to come?

What is the biggest pain point you are facing when it comes to social media?*

exanple: building an online presence, getting started, engaging with new and existing customers

What products and services do you offer?*

Provide the links to your social media.*

Is there anything that you would like to let me know about your business?*

Share 5 adjective or words that best describe your company *

What is your ideal project timeline?*

example: (start date, end date)

Please list your top goal(s) or priority(ies) when it comes to this project:*

What is your goal for working with someone like me?*

What is your budget per month for this project?

$1000$2000$3000custom package that uniquely fit your needs?

Thank you for filling and completing this questionnaire! Please be looking for a response from me in the next 24-48 hours with the next steps! I am looking forward to speaking with you soon!