Client Intake Form

"We offer this service, in these locations" Example: Acme Tools is the leader in Red Widget Repair since 1985. Homeowners in Center City, PA. who need widget repair and replacement can count on Acme Tools and our Lifetime Guarantee"

Please list all of your services in a comma-separated list.

Please let us know what areas you wish to target in a comma-separated list. If there are areas nearby that you do not want to target make a note of those as well.

We appreciate local competitors and national competitors you admire. Please list 3-5 Total

Are you more formal or relaxed? Do you like using humor or memes?

Age, education level, job industry, homeowner, parents, avg. income, interests.

Keywords are search terms - what do people use to find you, or businesses like you? Are there industry specific terms we should know about?

Are there rules or laws we need to abide in marketing for you? Are there topics we should not talk about or mention? Do you offer any regular specials or discounts to promote? How do you value your leads (For example, store visits are most important, then calls, then emails)