AI & Digital Marketing Client Intake Form

Who referred you?

Business Name

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Primary Contact

First NameLast Name

Email

example@example.com

Mobile Number

Please enter a valid phone number.Format: (000) 000-0000.

Transactional SMS Consent (optional)

By checking this box, I consent to receive transactional SMS from SMB SOLUTIONS NETWORK LLC at the number provided, including project updates, scheduling, appointment reminders, requests for information, and service-related follow-ups. Message and data rates may apply. Message frequency varies. Reply STOP to unsubscribe or HELP for help. View our Privacy Policy and Terms of Service.

Business Website (if you have one — optional)

Briefly describe what your business does

Describe the products and services your company is offering?

Do you have a physical location customers visit?

Do you offer your services local only?

Business size ?

Which best describes your website situation?

How confident are you that customers can easily find your business online?

Do you have a preferred platform you focus on more?

Enter the URL a social media account #1

Enter the URL a social media account #2

Enter the URL a social media account #3

Do you currently have a system in place to collect reviews from clients?

Do you actively respond to customer reviews?

What is your primary reputation challenge?

AI & Digital Marketing Client Intake Form

BUSINESS INFORMATION

BUSINESS TYPE & SIZE

BUSINESS ONLINE PRESENCE

REVIEWS & REPUTATION

LEADS & COMMUNICATION

GOALS

AI & AUTOMATION READINESS

TIMING & BUDGET