Pulse Collective Media Marketing Client Intake Form

Social Media Marketing Client Intake Form

Please fill this out so we can better understand your business and how we can help you grow. This isn’t just about data—it’s about getting to know your goals, your vibe, and your customers.
Business Name*
Briefly Describe what your business does.*
Business Email *
example@example.com
Business Phone Number*
Please enter a valid phone number.
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What are your top 3 goals for marketing right now? (Examples: brand awareness, more foot traffic, boost sales)*
What is your target audience?*
Who will be reading and commenting on your social media? Who are you trying to engage?
Do you serve a local, or broader audience?*
What is remarkable about your brand, product or service?*
What is your company vision and mission?*
What do you want your customers to think or feel when they see your brand online?*
What platforms are you currently active on?*

FacebookInstagramLinkedInTikTokGoogle My BusinessOther
How often do you currently post or update your content?*
Do you have any brand guidelines (colors, fonts, tone)*

Yes (please provide them)No, but I’d love help creating someNo, I’m flexible
Have you run Marketing campaigns before?

YesNo
If yes: what worked, what didn’t?
Do you track any metrics?*

YesNo
If yes: what tools do you use?
Do you currently collect emails from customers?*

YesNoI want to start
If yes: How are you using that list?
What is your preferred monthly marketing budget?*

Under 100$100$-200$200$-350$350$+
Are you looking for ongoing support or just one-time help?*

Ongoing monthly serviceOne-time consulting or projectNot sure yet
Need Video Creation?*

YesNo
Do you need Photography?*

YesNo
Additional Information: any marketing challenges, or 6 month goals, or anything else you’d like to share.*
Should be Empty:

Social Media Marketing Client Intake Form