Intake Questionnaire Please fill out this form to the best of your ability in order to help us get to the root of your project needs. You must fill it out at least 24 hours before our meeting. Step 1 of 7 14% About YouName* First Last Email* Enter Email Confirm Email Preferred Phone Number*Current Website Addressif any. Your BusinessThese questions are designed to help us get to know your business and goals.Why are you here?If your website were a full-time employee, how well would it be performing right now? What’s working, and what’s not?What would success look like for this project?What would a high-performing website "employee" be doing for your business?What are your top three priorities for your business in the next year?How do you see your online presence supporting those goals?Where do you see your business in five years?What role will your website, email communications, and automation play in getting you there?What are your goals for your web presence?What key tasks should your website be handling for you, just like a great employee? (Check all that apply.) Generating leads/inquiries Educating potential clients Automating administrative tasks Selling products/services Strengthening brand credibility Other If other, please specify: DemographicsThese questions will tell us about your customers and who is on the receiving end of your marketing.Who is your ideal customer?Describe their demographics, needs, and challenges. How do most of your clients find you?Check all that apply. Word of mouth/referrals Social media Search engines (Google, etc.) Paid advertising Email campaigns Other If other, please explain: FinancialPlease keep in mind that all answers are confidential under our non-disclosure agreement.On average, how much revenue does a typical client or purchase generate for your business?Which product or service is your primary source of revenue?What are the biggest expenses in your business?E.g., staff, software, advertising, inventory? Social MediaHow do you currently use social media for your business?(E.g., Posting regularly, running ads, engaging with followers, sharing blog content, etc.What are your TOP TWO priorities for social media?Please check only two. Drive more traffic to my website Grow my audience/followers Increase engagement (likes, comments, shares) Get more email subscribers Increase sales/conversions Strengthen brand awareness Which social media platforms are you actively using? Facebook Instagram LinkedIn X (formerly Twitter) YouTube Pinterest TikTok Other If other, please list here:What is your Facebook url?This is the link to your profile.What is your X (Twitter) url?This is the link to your profile.What is your Pinterest url?This is the link to your profile.What is your Instagram url?This is the link to your profile.What is your LinkedIn url?This is the link to your profile.What is your YouTube url?This is the link to your profile.What is your TikTok url?This is the link to your profile.Which platform drives the best results for your business?Do you currently run paid ads on social media? Yes, regularly Occasionally No, but I’m interested No, and I’m not interested Email MarketingDo you currently send emails to your audience?Check all that apply. Regular newsletters Promotional emails Automated welcome sequences I don’t do email marketing yet How often do you send emails? Weekly Bi-weekly Monthly Occasionally Other What would you like to achieve with email communications?If you're unsure, that's totally fine! ConclusionIs there anything else you'd like us to know about your business, challenges, or goals?EmailThis field is for validation purposes and should be left unchanged. Δ