Client Intake Questionnaire

Fill in what you can — required fields have a warm gold background. Fields marked "optional" are helpful but not essential.

Section 1 of 5
Business Basics
Brand & Voice
Audience & Offers
Social & Content
Platforms & Tools

Your Business Basics

Tell us about you and your business so we can hit the ground running.

Please enter your company or brand name.
Please enter your full name.
Please enter a valid email address.
e.g. https://yourwebsite.com
Please enter your website URL.
e.g. WordPress, Webflow, Squarespace, GoHighLevel
e.g. Health Coaching, EFT Practitioner, Real Estate
Please enter your industry or niche.
Please select your time zone.

Brand Identity & Voice

Help us understand how your brand looks, sounds, and feels so every piece of content is unmistakably you.

Used in bios, email footers, and headers.
Primary | Secondary | Accent (e.g. #B07D4A)
e.g. Playfair Display (headings) + Lato (body)
So we can join your team or share templates.
How do you want to sound? e.g. Warm and empowering, like a trusted friend who happens to be an expert.
Please describe your brand voice.
Things that don't sound like you. e.g. guru, hustle, boss babe, synergy
Industry terms, certifications, modality names — spell them exactly.
Certification names, course titles, technique names we must spell correctly.
3–5 blog posts, emails, or captions in your voice — or ones you admire. Paste URLs.
Google Drive link to logos (PNG + SVG), headshots, lifestyle photos, style guide.

Your Audience & Offers

Understanding who you serve and what you offer helps us create content that resonates and converts.

Age, situation, mindset, platforms they use, how they talk about their problem.
Please describe your ideal client.
In their own words if possible — trains your AI copy to speak their language.
Please list your clients' top pain points.
What does life look and feel like after working with you?
Please describe the transformations you deliver.
Name and format. No need to include prices. e.g. 6-week 1:1 Coaching Package
Please describe your core offers.
Who you help + what you do + what makes you different. 1–2 sentences.
Please select your target market scope.
e.g. English only, English + French
e.g. Grow email list, launch a new programme, post consistently on Instagram.
Please list your top business goals.
Webinars, product launches, seasonal campaigns — we'll add these to your timeline.
3–5 names, URLs, or handles. Used for positioning and content gap analysis.

Social Media & Content

Where you show up online and how you want content managed.

Select all that apply.
Please select at least one platform.
e.g. Instagram: 3x/week | LinkedIn: 1x/week | Email: every 2 weeks
Who reviews content? Turnaround time? Direct-post or you review first?
Please describe your content approval process.
3–5 main topics your blog will focus on. e.g. EFT Tapping | Women's Wellness | Mindset
5–10 phrases your ideal clients search on Google.
Standard sign-off, business address, unsubscribe language (required for CAN-SPAM / CASL).
Google Drive or Dropbox link to previous posts, graphics, or videos we can repurpose.

Platforms & Tools

Access details so we can collaborate seamlessly from day one.

The domain your Google account is tied to. e.g. yourcompany.com
Your recurring video call link for our sessions.
We'll need Editor access (not just Viewer) to upload deliverables.
e.g. Mailchimp, Klaviyo, ConvertKit, ActiveCampaign, GoHighLevel
e.g. GoDaddy, Namecheap, Cloudflare, Google Domains
e.g. SiteGround, WP Engine, Vercel, Netlify
e.g. Later, Planoly, Buffer, Meta Business Suite
e.g. HubSpot, GoHighLevel, Dubsado, HoneyBook

You're all set!

Your questionnaire has been submitted. Bonnie will review your answers and reach out within 1–2 business days.