Client Survey

New Client Intake Questionnaire

Business Overview

Business Name

Primary Contact Name

Email Address

Phone Number

Business Address (if applicable)

Do you have any compliance requirements for your industry or corporate headquarters?

FINRA HIPAA Fair Housing Other

What does your business do?

Current Online Presence

Website URL (current domain)

Do you own your domain name?

Yes No Not sure

Social Media Links (Please include all that apply)

Business Profiles & Listings

Enter Yes or No. Include links if available,.

Current Marketing Efforts

What marketing are you currently doing?

What has worked well so far?

What has not worked or been frustrating?

Brand Identity

Target Audience

Do you have a clearly defined target audience?

Yes No Somewhat

If yes, describe your ideal customer/client:

Who are your best current customers?

Are there any customers you do NOT want to work with?

Business Goals

What are your primary goals for marketing?

What does success look like to you in the next 6–12 months?

Website & Functionality Needs

What type of website are you looking for?

Do you currently collect leads or customer data?

Yes No

If yes, how?

Do you currently ask customers where they heard about you?

Yes No

If yes, how?

Do you currently request reviews from customers?

Yes No

If yes, how?

Content & Assets

Competitors & Inspiration

Who are your main competitors?

Are there any websites or brands you like? Why?

Share 2-3 brands, social media profiles etc with us that resonate with you. They do NOT have to be in your industry.

Budget & Timeline

Desired timeline

ASAP 1–3 months 3–6 months Flexible

Additional Information

Is there anything else you’d like us to know before our consultation?

Do you have any specific questions for us that you would like us to be prepared to answer?

Final Notes

Please send this to us at least 24 hours prior to your consultation so that we have time to review it and make the best use of our time together.