Client Onboarding Questionnaire

Website | Branding | Social Media | Lead Generation Thank you for partnering with us. This form helps us understand your business, goals, brand, and operational needs so we can build a strategy tailored to your growth.

"*" indicates required fields

Point of Contact – Email Address*
Who else from your team will be involved in this project?
What stage is your business currently in?*
Which markets or locations do you currently serve?*
Why did you hire us? Select all that apply.*
Which area is your highest priority right now?*
How do you want your brand to be perceived in the market? Select all that apply.*
What existing brand assets do you have? Select all that apply.*
What brand direction are you looking for?*
What tone should your brand use when communicating? Select all that apply.*
Are you primarily targeting?*
Do you currently have a website?*
[Expected format: URL]
If you do not have a website yet, write N/A.
What is the main purpose of your website? Select all that apply.*
e.g. Fill out a form, call your team, book a consultation, make a purchase.
Which pages does your website need? Select all that apply.*
What special features will your website need? Select all that apply.*
What visual style do you prefer for the website? Select all that apply.*
Do you need the website in more than one language?*
Who will write the website content?*
Do you already have professional photos, videos, or other content ready for the website?*
e.g. Privacy policy, terms of service, industry disclaimers, certifications, regulatory statements.
Do you own your domain name and have access to the account?*
Do you have website hosting set up?*
What platform is your current website built on?*
Which tracking or analytics tools do you currently use? Select all that apply.*
How and where do new customer inquiries currently come in? Select all that apply.*
e.g. CRM, payment gateway, booking tool, email marketing platform, ERP.
Which social media platforms are you currently active on? Select all that apply.*
What is your primary goal for social media? Select all that apply.*
What type of content do you want to create more of? Select all that apply.*
How frequently do you want to post?*
What level of social media management do you need from us? Select all that apply.*
What type of leads do you want us to generate? Select all that apply.*
What is your planned monthly budget for paid advertising?*
Which of the following assets do you already have available to share? Select all that apply.*
Do you have approved company descriptions, taglines, or messaging that we must follow?*
What is your preferred communication channel?*
How often would you like progress updates?*
Max. file size: 128 MB.