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New Client Intake
First Name
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Last Name
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Email Address
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Business Name
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Business Website
Social Media Accounts
All that apply: Instagram, Facebook, TikTok, LinkedIn, X (formerly Twitter), YouTube, etc.
What’s your primary goal in working together? What does success look like?
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Time Zone & Working Hours (so we respect your schedule!)
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Are there any upcoming vacations or blackout dates we should be aware of?
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Do you have a team or key collaborators we should know about? (If so, please list them, their email addresses, and their roles.)
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How do you prefer to receive feedback?
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How do you prefer to receive feedback?
A
Straight to the point
B
Encouraging & supportive
C
Detailed & thoughtful
What keeps you feeling creatively energized and engaged? (What works best for your motivation?)
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What’s one thing you don’t want to deal with in this process? (So we can avoid unnecessary friction!)
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How do you like to unwind at the end of the week?
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What’s your go-to treat/snack/splurge when you want a little luxury?
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Coffee or tea? Or something else?
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Do you drink alcohol? If yes, what's your signature beverage? If not, what's your go-to drink of choice?
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What’s your favorite local restaurant?
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If you found $100 on the ground and had to spend it on yourself (you can't use it for charity or to pay off a debt), what would you buy?
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Is there anything else you’d like me to know before we get started?
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