Client Intake & Strategy Session Form

1
Name* This field is required.
First Name & Last Name
Business Name
2
Phone Number & Email* This field is required.
Example: 012-345-6789
Example@example.com
3
What services are you inquiring about?* This field is required.
Social Media Management
Video Content / TilTok
Website Management
PR Strategy/ Consulting
Event Promotion
Not Sure Yet
4
Websites & Social Links (Required)* This field is required.
Huge
Large
Normal
Small
Ok
Ok
5
Where are you currently promoting your business?* This field is required.
Facebook
Instagram
TikTok
Website
Email
In Person / Events
Not currently Promoting
6
Who is currently responsible for your marketing and advertising efforts?* This field is required.
Just Me
Me + one other person
Internal Staff Member or Team
Contractor/Agency
No One Currently
7
How much time do you currently spend on marketing and advertising a week?* This field is required.
Less Than 1 Hour
1-3 Hours
4-6 Hours
7+ Hours
8
Team Size* This field is required.
Just Me
1 - 2 people
3 - 5 people
6+
9
How fast do you expect to see results?* This field is required.
1-3 Days
1-3 Weeks
1-3 Months
3+ Months
Not Sure
10
Are you the final decision maker of this business?* This field is required.
YESNO
11
How do you prefer feedback?* This field is required.
Direct and Honest
Collaborative and Conversational
Gentle and Supportive
Structured and To The Point
12
How do you want your brand to be perceived? (In 3 Words)* This field is required.
13
What are your core challenges?* This field is required.
Lack Of Visibility
Inconsistent Leads
Low Engagement
No Clear Brand Positioning
Weak Messaging
No Strategy In Place
Overwhelmed/No Clear Direction
14
Which statement best describes your situation?* This field is required.
I want guidance AND execution support
I want strategy only
I want someone to do it for me
I’m still figuring out what I need
15
Ideal timeline to move forward* This field is required.
Immediately
Within 30 days
Just exploring
16
Are you open to implementing recommended changes, even if they differ from how you’ve done things in the past?* This field is required.
YESNO
17
If aligned, are you prepared to invest in consulting services?* This field is required.
YESNO
18
If aligned, would you like to move forward with a paid strategy session where customized recommendations and service options are discussed?* This field is required.
YESNO
19
Disclaimer:* This field is required.Submission of this form is for qualification and assessment purposes only. It does not constitute a client relationship, consulting services, or a guarantee of acceptance. No strategic advice, business outcomes, or results are promised or implied. Pricing and scope are determined after review and alignment. All services require a paid strategy session and/or a signed agreement prior to execution.
I have read and understand the disclaimer above and agree to proceed.
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