new client intake form

you do not need to fill out every question - the goal here is to help me understand your business and its values and goals so I can best help you!

Name

First Name

Last Name

Business Name

Email

Phone

(###)

###

####

Business Website

http://

Describe your business in one sentence.

What is your business slogan or tag line?

Who is your primary customer? Describe them: age, gender, profession, interests/hobbies, etc.

If I was going to Google your business, what keywords would I use?

What are the top 3 values of your business?

Why do customers choose you over competitors? What makes you unique?

How do you currently acquire most of your business?

What social media platforms does your business exist on?

Facebook

Twitter

Instagram

YouTube

TikTok

my own website

What kind of tone do you use in social posts or on your website?

Ex.: humorous, inspiring, serious, professional, etc.

Is there anything you never talk about via social or on your website?

I agree to provide all social media logins, logo files/branding guides, and/or a separate payment method for ads (if applicable). I have read and understand the terms and conditions.

https://lauriedonohue.com/terms-conditions

Agree