Client Intake

Client Intake Form

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BUSINESS INFORMATION
Business Name:
Website URL:
Business Person to Contact: (A name of representative that you want to use publicly, this may be your main salesperson, marketing manager or even the name of the receptionist at your office)
First Last
Business Address:
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone Number:
Business E-mail:
Business Category:
Business Hours:
Logo URL: (Branding Logo of the business – provide Image URL)
Max. file size: 1 GB.
Additional Photos: (The photo should be in focus and well-lit and have no significant alterations or excessive use of filters. In other words, the image should represent reality.
Max. file size: 1 GB.
Facebook:
Twitter:
LinkedIn:
Instagram:
YouTube:
Others:
SEO INFORMATION
Have you paid a company to provide SEO services before? (If you are not sure, please disregard)
Do you know any known Google penalties currently in place or received and recovered in the past? (If you are not sure, please disregard)
Do you have any sample links, articles or reports from your previous SEO provider you can send us? (If you are not sure, please disregard)
Please list down profiles you own that we can use, for example, Local Business Profiles / Social Media Profiles / YouTube Pages (If you are not sure, please disregard)
What are your top three products / services?
BRANDING INFORMATION
Provide a brief background of the business:
Service Overview:
Competitors:
List at least 3
What makes you different? What is your Unique Selling Proposition?
Who is your target audience? Do you service consumers? Individuals? Businesses?
Notable Mentions (Have you (the business) been featured on a news site? Did the business win any awards or any mentions in the local or international paper?)
CONTENT GUIDELINES
What topic(s) do you want us to focus on (other than your selected keywords)?
Are there any particular terms or words that we are not allowed to use?
Are there any restrictions in your industry such as claims or guarantees that we are not allowed to write? For example: superlatives ‘best,’ ‘leading,’ ‘top’, etc.
What is the age range of your customers?
Do you have a brand bible? If none, let us know which website talks the way you want your brand to be presented online.
Describe your business in three words:
Describe your service process (from initial contact to job completion).
Why should customers buy from you?
How would you like your customers to reach you? Email? Phone? Brick and Mortar store? Please provide details.
Do you offer anything for free? (e.g. free consult, free quote, free assessment)
Do you have an existing marketing collateral that we can use? (Brochures, Videos, Sales, Guides, Websites, Sample Articles, PDFs, Event Schedules, Affiliations). If they are available online, please provide the URLs.

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Client Intake Form

BUSINESS INFORMATION

SEO INFORMATION

BRANDING INFORMATION

CONTENT GUIDELINES

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