Checklist Client

1

Full name* This field is required.

First Name

Last Name

2

Business name (if applicable)

3

Primary email address* This field is required.

example@example.com

4

Phone Number

Area Code

Phone Number

5

Social media links* This field is required.(Instagram, TikTok, YouTube, etc.)

6

What is your area of expertise?* This field is required.

7

Who is your target audience?* This field is required.

8

How would you describe your current brand in 3 keywords?* This field is required.

9

Do you already have visual brand assets?* This field is required.Tick everything that fits—even partially.

Logo

Color palette

Fonts

Moodboard

Other

10

Are there any topics, styles, or formats you absolutely want to avoid in your future products?

11

Do you already have a digital product idea?* This field is required. (If yes, please describe)

12

Preferred format:Pick the one that fits you best!

eBook

Mini video course

Online program

Other

13

Do you have existing content to repurpose?* This field is required.(articles, courses, posts, videos, etc.)

Yes

No

14

Do you already have merch design ideas or slogans in mind?* This field is required.

15

Preferred merch products:* This field is required.Choose the options that best reflect your needs.

Shopify

Printify

Spring

Fourthwall

Other

16

Have you ever run ads before?* This field is required.

Yes

No

17

What platforms are you interested in for ads?* This field is required.Select one or more options that apply to your situation.

YouTube

Instagram

TikTok

Google

Other

18

What’s your maximum monthly budget for ads?* This field is required.Select the most relevant option for you.

Less than $300

$300 - $1,000

$1,000 - $3,000

More than $3,000

19

Would you like us to help you* This field is required.Feel free to select more than one.

Build your ad visuals (graphics & videos)

Create your ad copy (texts & hooks)

Set up and manage your ad campaigns

Provide ad strategy without management

20

Weekly availability for project follow-ups* This field is required.Pick the one that fits you best!

1 hour/week

2 hours/week

Other

21

Preferred communication method:* This field is required.Select one or more options that apply to your situation.

Slack

Email

Other

22

Do you own the rights to all the content, visuals, and brand assets you will provide?* This field is required.

Yes

Other

23

Will you use any third-party content that requires permission or attribution?* This field is required.

No

Other

24

Do you have any visual inspirations, moodboards, or brands you admire?(share links)

25

Do you have any visual inspirations, moodboards, or brands you admire?(Please upload)

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

Browse Files

26

Are there colors, symbols, or visual elements you want us to avoid?

27

What would make this collaboration feel out of alignment for you?* This field is required.(Examples: too many meetings, lack of creative control, delays, etc.)

28

Which part of the project is your #1 priority?* This field is required.Go ahead and tick multiple options if needed

Digital Product

Merch Store

Brand Positioning / Strategy

Ad Strategy

Content Repurposing (if applicable)

29

Would you be interested in* This field is required.Just one—we’ll focus on what matters most first.

Ongoing support after the 8 weeks

One-off strategy sessions

Social media templates or content management

Ad campaign support

Other