New Client Intake Questionnaire

You & Your Business

Name

Intended Website URL

Have you purchased the URL yet?

Yes No

Why are you in business? What passion drives your business? What is your mission?

Where would you like to see your business in 6 months? A year? 3 years? Why?

What specific goals do you have to achieve in order for this to happen? (Example: Build a list with a XX% increase in subscribers each month, get x potential clients a month to book a free consult, establish myself as a thought leader in the field of xyz, etc)

How does your business make money? How does this website/new brand/project fit in with your monetization strategy? (Capture leads, showcase your brand, provide actual buying opportunities, sell your products/services, etc.)

What is your core message? I create/build/teach [what] for [who] so they can [benefit of our work together] .

What do you want your business to be known for? Why?

Tell me about this website/new brand/project. What inspired you to start this whole thing? Feel free to ramble! Anything that is relevant, please share it here!

What’s not working on/with your CURRENT website/brand?

List 3-5 of your personal strengths

Your Competitors

List 3-5 websites that are similar to you in terms of their service offering or brand positioning

Who in your field do you admire? Who in your field do you think "gets it right"? Why?

What is it about your particular product, service, process or perspective that makes working with you more desirable than your competition?

Your Audience

Describe your ideal customer. Male/Female. Income level. Personality Traits. Daily Habits. Frame of Mind. Where do they hang out?

What would someone say about your ideal customer before they work with you?

What does your ideal customer’s life/business/outlook look like after working with you?

How does he/she currently find you? List all the ways you currently communicate with or market to your customer. Also, list the way you would like to explore using, but aren’t currently.

What questions do your customers frequently ask about your business?

What objections / concerns do customers mention when considering working with you?

What words or type of language would tell your ideal customer you are the right business for them to hire?

Your Brand

Describe your business if it were a person. How would it behave? How would it dress? What values would it live by?

What 3-5 words or phrases would you use to describe your business (think in terms of personality)?

What colors do you think best represent your business?

What colors would you avoid?

Your Website

Describe your future website/brand in three words. Modern. Clean. Provocative. Classy. Colorful. Simple. Anything goes!

List 3-5 websites that you love. These don't have to be in the same industry. Give some detail about what you love and why.

What is the primary "action" the site visitor should take when coming to your site? Example: make a purchase, become a member, search for information, sign up for a newsletter. Why?

Where would you like them to end up? What do you see as their path from first learning about you to buying from you? (It’s okay if you don’t know, just take a stab at it.)