Brand Intake Assessment

Date of Birth

City, State, and Country of Birth

Email*

Website URL*

List the URLs for your other websites.

Share the links to all of your social media profiles.*

This includes the basics: Facebook, IG, Twitter, and LinkedIn. Also include the links to any Youtube channel and podcast.

Tell me more about yourself?*

What is your story? Don't regurgitate your bio or professional history. Share your deets. Do you like piña coladas and getting caught in the rain? Give me the good stuff like that imaginary friend you had at 6 or how your mid-life breakdown led to your breakthrough.

Why have you entrusted me with your brand + business?*

What is it about me and my quirky self that you think can help with your brand + business?

Let's Talk About Your Brand

What are you passionate about?*

Don't just share random sh*t. Go deep. Tell me why you're passionate about X. Be honest and don't hold back. Remember, less is not more. Give me all the juicy intel so I can better support your strategy.

Describe your personality.*

Are you introverted, a social butterfly, a bit slutty, open about political opinions, a devout Yankees fan, snarky, inquisitive, and all that jazz?

How do you want others to feel when they engage with you?

Describe your brand as if you were talking to your ideal audience.*

Pick 3-5 words you want people to use when they describe your brand.*

With regards to your BRAND only, what are your most pressing issues?*

What brands align with yours?*

Name 3-5 brands that you would totally want to represent you or vice versa.

Describe your professional background.*

Imagine this is an interview. How would you breakdown your career history?

Let's Talk About Your Business.

Describe your business.*

Your brand is how you show up. Your business is how you make $$. How are you making it rain right now?

Describe what you mean by "other."

With regards to your BUSINESS only, what are your most pressing issues?*

Describe your ideal customer. Who are they?*

How do you get customers?*

Let's Talk About Email Marketing.

Describe your email marketing strategy.

How many subscribers do you have on your list?

Describe your lead magnet / email opt-in offer.

Explain what you're using to incentive new subscribers and break down your funnel sequence. How many emails do you send to nurture your list and upsell them? If you don't, that's ok. We'll totally discuss how to get that set up.

How long have you been building your list?

What platform are you using to manage your email marketing?

Describe what you mean by "other."

Let's Manage Expectations.

How are you managing your brand + business?*

Do you have support? Are you winging it?

What do you want us to accomplish together?*

What do you hope to gain from working with me?*

What are you not telling me? This is a lot of info so include any other information that you want me to know.

How did you hear about me?*

Complete Your