Client Marketing Intake
SEO · Google Ads · Social Media · Branding
Section 1 — Business & Contact Info
1. Company Name *
2. Primary Contact — First Name *
3. Primary Contact — Last Name *
4. Business Email *
5. Business Phone Number *
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Country
7. Company Website URL *
Section 2 — About Your Business
8. Tell us a little about your company. What do you do? *
9. What makes your business stand out in the market? *
10. Where do you operate? (Cities, metro areas, regions) *
11. How do you operate? *
Please select
Local only
Statewide / Regional
National
International / Global
Section 3 — Services & Products
12. What does your business offer? *
Please select
Services
Products
Both
13. List your main services. Include details and sub-services.
14. List any secondary or add-on services. (Optional)
15. List your main products and product categories.
16. Where and how do you sell your products?
Online store (e-commerce)
Physical retail locations
Both
17. Which platforms or systems do you use to sell products?
Shopify
WooCommerce
WordPress + plugin
Amazon
Etsy
POS / in-store only
Other
Section 4 — Ideal Customers & Customer Journey
18. Who is your ideal target audience?
19. What problems do they face that you help solve?
20. What are their main motivations or goals?
21. Describe your typical customer journey. How do people usually find you and become customers?
Section 5 — Competitors & Positioning
22. Who are 2–3 competitors we should analyze?
23. What makes you different from these competitors?
Section 6 — Brand & Creative Direction
24. If your brand was a person, how would you describe them? (3–5 words)
25. What kind of tone should your brand use?
26. How do you want your audience to feel when they interact with your brand?
27. Things your brand would never say or do.
28. Do you have a tagline or slogan?
29. Link to your brand assets (logos, photos, videos, brand guide).
30. Do you have existing ad creatives or social content we can use?
Please select
Yes – images
Yes – videos
Yes – both
No, we need you to create them
31. If yes, where can we access them? (links, folders, etc.)
Section 7 — Marketing Services & Goals
32. Which digital marketing services do you want help with right now?
SEO (Search Engine Optimization)
Google Ads (Search / Performance Max / YouTube)
Meta Ads (Facebook / Instagram)
Social Media Management (organic content & posting)
LinkedIn Ads
TikTok Ads
Email / SMS Marketing
Other
33. What is your primary business goal from marketing efforts right now?
Please select
Lead generation (form fills, calls, appointments)
E-commerce sales
In-store visits
Brand awareness & visibility
Appointment bookings
Other
If "Other", please describe:
Section 8 — Budget & Revenue Info
34. Please estimate your monthly ad spend for each platform (USD).
Google Ads
Meta (Facebook / Instagram)
LinkedIn
TikTok
Spotify
Nextdoor
Other
35. Are you currently paying a marketing agency or freelancer a management fee?
Please select
Yes
No
36. What is the average annual revenue or spend from a typical customer?
37. What is the average dollar value of a lead (if known)?
38. How much are you willing to spend to acquire a new customer or lead?
Section 9 — PPC / Ads Details
39. What are the main goals for your PPC and paid ad campaigns?
40. Which specific services, products, or offers do you want to promote in ad campaigns?
41. What are your ideal geographic targets for ad campaigns? (Cities, counties, ZIPs, radius)
42. Who is your ideal target audience for this campaign?
43. Do you want to exclude any specific audiences or geographies?
44. Which advertising platforms do you want to use?
Google Search
Google Performance Max
Google Display / YouTube
Meta (Facebook / Instagram)
TikTok
LinkedIn
Other
45. What are some of the main keywords or search phrases you want to show up for?
46. Do you have any special offers, promos, or guarantees we should highlight?
Section 10 — Tracking, Tech Stack & Access
47. Do you currently use any of the following for tracking?
Google Analytics 4 (GA4)
Google Tag Manager (GTM)
Google Ads conversion tracking
Meta Pixel
Call tracking (e.g., CallRail)
CRM (HubSpot, GoHighLevel, Salesforce, etc.)
None / Not sure
48. Do you have conversion or goal tracking set up?
Please select
Yes, fully set up
Partially set up
No / Not sure
49. Which CRM or booking system do you use (if any)?
50. If you have an existing Google Ads account, please provide your Customer ID #.
51. How often would you like to receive performance reports?
Please select
Weekly
Every two weeks
Monthly
Only when key milestones change
Section 11 — Social Media (if applicable)
52. Which social platforms are you currently active on?
Facebook
Instagram
TikTok
LinkedIn
YouTube
Other
53. Which platforms do you want us to manage or grow?
Facebook
Instagram
TikTok
LinkedIn
YouTube
Other
54. How often would you like to post on social media (roughly)?
Please select
3x per week
5x per week
Daily
Not sure — please recommend
55. Any topics, themes, or content types you definitely want us to focus on?
Section 12 — Final Notes
56. Anything else we should know before we build your strategy?
Submit