Client Intake

The more we know, the better the strategy manifesto. Answer each section thoroughly — this is the foundation everything else is built on.

1. Business

2. Offer

3. Goals

4. Customers

5. Sales

6. Marketing

7. Positioning

8. Execution

9. Operations

10. Accuracy

Business Information

Basic details so we know who we're building for.

Business Name

Reports and strategy docs sent here — also your login

Business category / industry

Password

Confirm Password

Primary Contact Name

Primary Contact Role

Business Snapshot

Location

Website

Markets or regions served

What do you sell, who do you sell it to, and what result do they get?

Where is this business today?

This is a cross-cutting modifier

Starting businesses need awareness only. Established businesses can run full funnel.

Social Media Handles

Used to track follower growth and engagement over time. Enter handles without the @ symbol where applicable.

Instagram

YouTube

TikTok