Deal us in

Client Intake

Tell us about your business so we can play your hand right. Only fields marked with an asterisk are required. Skip anything you’re unsure about and we’ll cover it when we talk.

21 questions
6 sections
4 required fields

About the businessQuestions 1–4

Business basics

Business name

How long have you been open?

What do you do, and for whom?

Location and service area

What makes you different from others in your space?

CustomersQuestions 5–7

Who is your ideal customer?

How do new customers find you today?

What do customers love most about you?

GoalsQuestions 8–10

What would make the next 6 months a win?

More foot traffic More calls More bookings Stronger online presence

Other

Do you have busy or slow seasons?

Any upcoming launches, events, or promotions?

Current marketingQuestions 11–14

What do you have now?

Links to your website and profiles

Who manages these, and how often are they updated?

What has worked, and what hasn’t?

Competitors, or local businesses whose marketing you admire

BrandQuestions 15–17

Logo and brand files

Up to 3 files (images, PDF, or ZIP), under 7.5 MB combined.

Brand file 1

Brand file 2

Brand file 3

Brand colors and fonts (if you know them)

What voice fits your business?

Friendly Professional Playful Other

If other, describe it

Anything we should never say or do?

LogisticsQuestions 18–21

Main contact

Name

Phone

Best way to reach you

Monthly marketing budget (including ad spend)

Who approves work, and how fast can you usually turn things around?

Can you share access to your socials, Google Business Profile, and website?

Yes No Need help

Notes

That’s the whole hand.

Send it over and Bryan or Cory will reach out soon to talk next steps.