Client Intake

Everything we need to build your strategy and get started — in one place. Takes about 15–25 minutes. Fields marked * are required.

You’ll never send us a password. When it’s time to grant access to your tools, follow our step-by-step access guides.

Your services

Which did you sign up for? We’ll only ask about those.

SEO Ads Social

Business basics Legal business name * Public-facing name (if different) Website URL(s) Address / service areaAll cities or the radius you serve Phone Main business email * Year founded & rough team size One sentence: what you do

Offer & priorities Your services/products & rough prices The one or two services you most want to grow Average customer value (per job or lifetime) Anything you do NOT want promoted Seasonality (busy / slow months)

Audience & competitors Your ideal customer Top 3–5 questions prospects ask before buying Top 3 objections/hesitations Why your best customers choose you 3–5 competitors (URLs if handy)

Brand & assets Brand colors & fonts (if known) Tone in 2–3 words + anything to avoid Reviews/testimonials we can use (links) Logo filesVector/PNG preferred Real photosTeam, work, location, products — the more the better (up to 15). Or paste a folder link below. …or paste a link to a photo/brand folder

Goals What does success look like in 90 days? In 6 months? The single most important outcome What you’ve tried before that didn’t work Any hard deadlines, launches, or events

SEO details Top services + locations you most want to rank for Keywords/phrases customers use for you Existing blog/content — link Any pages/URLs that must not change

Ads details Ad budgetHow much — and is that monthly or weekly? Any split across channels (Google / Meta)? Keywords / search terms to targetThe terms customers search for you — plus any others you can think of Target locationsWhere are your customers? Cities / radius — and anywhere we should NOT target CompetitorsEspecially any you’ve seen running ads you want to compete with The exact offer(s) you want to run Landing page URL(s) — or should we build one? Conversion tracking installed today? (Yes / No / Not sure) What counts as a win? (form / call / booking / purchase)

Contacts & approvals Main point of contact (name, email, phone) Who approves work before it goes live (name + email) Preferred meeting day/time + time zone Anything else we should know

Thank you — we’ve got it.

Your intake is in. We’ll start building your strategy and reach out with next steps. Questions? Email [email protected].