Client Intake Form

Please provide detailed information about your business, brand, offerings, and operational preferences to begin our engagement.

Email *

SECTION 1 - Business Details

Business Name (Legal + DBA)

Location Address

Website URL

First Name

Last Name

Your Role/Title

Best Phone Number for urgent approvals

Email Address

CRM / POS / Management System you currently use

SECTION 2 — Brand & Assets

Describe your brand voice

What emotions should your brand create?

Describe the tone you want for ads and sales scripts

Upload logos, brand guide, color codes, fonts, and brand assets

Are there specific words, phrases, or claims we must avoid?

SECTION 3 — Services, Offerings & Pricing

Describe your primary services or products

Upload your pricing sheet or membership menu

List all membership types or packages you offer

What makes your business unique?

What results or transformations should customers expect?

List any upsells, add-ons, or higher-ticket options

SECTION 4 — Offer & Promotion Details

What is the main offer you want promoted right now?

What incentives are approved for us to use?

Are there offers you cannot run due to franchise rules or compliance?

What promotions have worked well?

What promotions do you never want to run again?

SECTION 5 — Target Customer & Market

Describe your ideal customer

What problems or goals drive customers to you?

List competitors in your area

ZIP codes or areas we should target

ZIP codes or areas we should avoid

SECTION 6 — Operations & Sales Settings

Business hours (for booking and outbound calls)

What appointments or call types are we allowed to book?

Required policies we must follow (cancellation, deposit, no-show fees, compliance)

Phrases or guarantees we must NOT say

Primary person for approvals and communication (name + email)

SECTION 7 — Community, Partnerships & Local Lead Sources

Do you have local partnerships or contacts already?

Upload any partnership or community lists

Are you open to pop-ups, collaborations, or local events?

SECTION 8 — Success Metrics & Expectations

Goals for the next 30, 60, and 90 days

What does “success” look like for you in this engagement?

Which metrics matter most to you?

Who needs reporting/dashboard access (names + emails)?

SECTION 9 — Final Uploads

Upload any past ads, flyers, brochures, videos, or corporate/franchisor guidelines

Anything else we should know?