Pre-Consultation Intake

BUSINESS
Consultation

Take a few minutes to complete this intake form before our consultation. Your answers help me prepare and make the most of our time together.

If a question doesn't apply yet, simply write “N/A” — that's valuable information too.

01ABOUT YOU

Full Name

Business Name

Email Address

Phone Number

Website / Social Media

How Did You Hear About Us?

Which best describes where you are right now?

02YOUR BUSINESS

1. What is your business and what do you do?

Products, services, or offerings in your own words.

2. What industry or niche do you serve?

3. What makes you different from your competitors?

03CHALLENGES & GOALS

4. What are the top 3 challenges or frustrations in your business right now?

Be specific. The more detail, the better I can help.

5. What does success look like for you 6 months from now? 1 year?

6. What are you hoping to get out of this consultation?

04TIMELINE

7. Is there an ideal timeline or any hard deadlines?

05WHAT DO YOU NEED?

8. Which services are you interested in?

Select all that apply

9. Do you already have a logo, website, brand photos, or video content?

List what you have. This helps me understand if we're building from scratch or upgrading.

06COMPETITORS & INSPIRATION

10. Who are your top 3 competitors?

What do they do well? Share names, websites, or social links.

11. What brands or businesses do you admire and want to be like?

What do you like about their branding, content, or experience?

07ANYTHING ELSE

12. Is there anything else you want me to know before our call?

This will open your email client with your responses pre-filled.

BUSINESSConsultation