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 8 12% About YouName(Required) First Last Email(Required) Enter Email Confirm Email Preferred Phone Number(Required)Organization Type church nonprofit ministry other If other, please specify:(Required)Church Name(Required)Organization Name(Required)Do you currently have a website?(Required) Yes No We’re in the process of building one Current Website Address(Required) Your OrganizationThese questions are designed to help us get to know you and your goals.Briefly describe your organization.(Required)Including your mission statement, if you have one.Why are you here?(Required)What specifically caused you to reach out to us?What are your organization's short-term goals?(Required)List a few things you'd like to accomplish in the next year.What are your organization's long-term goals?(Required)Where would you like to see yourself in 5 years? Your Current CommunicationsHow would you describe your overall communications right now?(Required) We have a clear strategy and consistent systems We’re doing okay, but it feels a little scattered We’re struggling to keep up and be consistent We don’t have anything formal in place yet Which of these are pain points for your team right now?(Required)Check all that apply. We don’t know if our communication is effective Internal communication is inconsistent Website doesn’t reflect who we are Social media feels overwhelming or inconsistent Not sure if people are reading our emails Volunteers/staff don’t have the info they need We’re not following up with new visitors/donors Other If other, please specify:(Required)Who are you trying to communicate with regularly?(Required)Check all that apply. Church members or regular attendees First-time visitors Volunteers Youth or families Staff and ministry leaders Wider local community Other If other, please specify:(Required)Who is your organization trying to communicate with regularly?(Required)Check all that apply. Donors Board members Volunteers Beneficiaries/clients Partners or funders Local community Staff or team members Other If other, please specify:(Required)What are you hoping to improve?(Required)Check all that apply. Make communication easier and more consistent Improve our website’s effectiveness Get systems in place so we’re not reinventing the wheel Save time by automating tasks Strengthen our follow-up process Clarify our message and goals Other If other, please specify:(Required)What tools are you currently using to manage communication?(Required)Both external and internal. Check all that apply. Website Email platform (Mailchimp, ConvertKit, etc.) Social media Church/donor management software Google Workspace or Microsoft 365 Slack, Teams, or another chat tool Project/task management (Trello, Asana, etc.) None of the above Other If other, please specify:(Required) Your WebsiteWhat platform is your website built on (if you know)?(Required) WordPress Squarespace Wix Weebly Tithely Custom-built Not sure Other How well is your website working for your organization right now?(Required) It works great and just needs minor tweaks It’s okay but could be better It’s outdated or hard to update It’s confusing or not meeting our needs We don’t really use it much Other How would you like your website to help you?(Required)Check all that apply. Welcoming new visitors/supporters Helping people take action (attend, give, volunteer, sign up) Clearly communicating our mission Telling stories or sharing updates Providing resources for members or the community Streamlining internal processes (e.g. forms, automation) Accepting donations or payments Other If other, please specify:(Required) Social MediaWhat social media platforms do you currently use?(Required) We’re not using social media right now Facebook Instagram YouTube TikTok LinkedIn Other If other, please specify:(Required)What is your Facebook url?Copy and paste the link to your profile.What is your Instagram url?Copy and paste the link to your profile.What is your YouTube url?Copy and paste the link to your profile.What is your TikTok url?Copy and paste the link to your profile.What is your LinkedIn url?Copy and paste the link to your profile.Which best describes your social media strategy?(Required) We create a content calendar and stick with it except in emergencies. We post pretty often but don't plan ahead. We post when remember, but it's not consistent. What strategy? How would you like social media to help you?(Required) Reaching new people in your community Building trust and connection with your audience Sharing impact stories or updates Promoting events or services Encouraging donations or volunteer signups Driving traffic to your website Reminding people to take action (attend, give, engage) Other If other, please specify:(Required) Email CommunicationsDo you currently send emails to your audience?(Required) Yes — consistently Yes — but not on a regular schedule No — but we’d like to No — and we’re not planning to right now What email platform(s) are you currently using?(Required) Mailchimp Constant Contact ActiveCampaign ConvertKit Planning Center Tithely Faithlife Mailerlite We’re not using any platform Other If other, please specify:(Required)What kind of email content do you send?(Required)Check all that apply. Newsletters Event updates Donation or campaign appeals Follow-up messages (visitors, donors, etc.) Ministry or program updates Automated welcome or onboarding emails We don’t currently send email Other If other, please specify:(Required)How often do you typically send emails?(Required) Every time anything happens Weekly Bi-weekly Monthly Every few months We don’t have a set schedule Other Which best describes your email strategy?(Required) We have a plan and schedule, and we stick to it We send things as needed, but it’s not planned We’re figuring things out as we go We don’t really have a strategy yet How would you like email to help you?(Required) Keeping people informed Following up with new visitors Encouraging donations or engagement Reducing repetitive admin tasks Telling impact stories or updates Building trust and connection over time Other If other, please specify:(Required) Internal CommunicationsHow would you describe communication within your team or organization?(Required) It’s smooth and everyone stays on the same page It mostly works, but we have the occasional disconnect It’s hit or miss — things fall through the cracks It’s honestly pretty chaotic Which tools (if any) do you use for internal communication or coordination?(Required) Email Text messages or group chats Slack or Microsoft Teams Google Workspace (Docs, Sheets, etc.) Planning Center Asana, Trello, or other task/project software Shared calendars Printed materials or bulletin boards None Other If other, please specify:(Required)Where does communication tend to break down?(Required) Volunteer coordination Event planning Staff or leadership updates Service or program details Follow-up after services or events Sharing files or documents Scheduling or calendars We’re doing okay overall Other If other, please specify:(Required)How would you describe your file organization and document sharing?(Required) It’s organized — everyone knows where to find what they need We have some structure, but it’s not always followed It’s kind of messy — things get duplicated or lost There’s no system — it’s chaos in Google Drive / Dropbox / Teams / Sharepoint We don’t really share documents internally Please share anything else you'd like us to know about your organization's communications strategy.EmailThis field is for validation purposes and should be left unchanged. 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