Business and Project Intake

Business Information
Business Name
Contact Name

First NameMiddle NameLast Name
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Website (if applicable)
Business Address
Preferred Method of Contact
Business Overview and Audience
Tell us about your business
What products or services do you offer?
Ideal client or target audience - Age Range
Ideal client or target audience - Gender
Ideal client or target audience - Location
Ideal client or target audience - Interests / Behaviors
What makes your business unique or different from competitors?
Current annual revenue range
How many employees do you have?
Project Scope and Goals
What services are you interested in?

Other
Services - Other (please specify)
What are your main goals for this project?
Who is your target audience?
Ideal project timeline
Estimated budget range
How did you hear about us?
Business Details Page 4
Tell us about your business
What products or services do you offer?
What sets your business apart from competitors?
Who are your main competitors?
Do you currently have any of the following?

Other
Current assets - Other (please specify)
Additional notes or anything else we should know (Page 4)
Branding Information
How would you describe your current brand?
Do you have brand guidelines?
If yes, can you provide brand guidelines?
Do you have a logo?
What tone of voice best represents your brand?

Other
Brand tone - Other (please specify)
Social Media and Marketing
What social media platforms are you currently active on?

Other
Social media - Other (please specify)
How do you currently market your business?
What marketing strategies have worked well for you in the past?
Website Information
Do you currently have a website?
If yes, what is your website URL?
What do you like most about your current website?
What do you dislike or want to improve?
What features or functionality are most important for your website?

Other
Website features - Other (please specify)
Reference websites (URLs)
Do you have website content ready?
Is there anything specific you want to avoid on your website?
Project Budget, Timeline, and Expectations
Estimated budget range for this project
Is your budget flexible?
Desired timeline for this project
Important dates or deadlines we should be aware of
What are your expectations for results from this project?
Anything else you’d like us to know?
Content and Asset Readiness
Do you have existing content we can use?

Other
Existing content - Other (please specify)
How will you provide your content and assets?
Do you need help with content creation?
If yes, what type of content do you need?

Other
Content needed - Other (please specify)
Do you have photography or video footage to use?
Specific messages, offers, or key points to highlight
Is there any content or messaging you want to avoid?
Additional notes or instructions
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Business Information

Business Overview and Audience

Project Scope and Goals

Business Details Page 4

Branding Information

Social Media and Marketing

Website Information

Project Budget, Timeline, and Expectations

Content and Asset Readiness

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