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CLIENT ONBOARDING FORM

Welcome! This form helps us understand your brand, goals, and creative preferences so we can start strong.

Estimated time: 5-10 minutes.

Business / Brand Name

Primary Contact Name

Email Address

Phone Number

Website (if applicable)

Social Links (Instagram, TikTok, Facebook, LinkedIn)

Primary goal for the next 30 days (Choose one)

What would "success" look like in 30 days?

What would "success" look like in 90 days?

Top 1-3 services/products you want to promote

Pricing / price range (OK to share publicly? Yes/No)

Current promotions or upcoming launches (if any)

Your #1 differentatior (why choose you vs competitors?)

CTA Links (Booking link, WhatsApp, Menu, Landing Page, etc.)

Ideal customer description (age range, location, needs, budget level)

Content language (English, Spanish, Bilingual)

Top customer questions (List at least 5)

Common objections (why people hesitate or don't buy)

Brand mission (1 or 3 sentences)

Brand Vision (Optional)

Tone of voice guidelines (examples of what is OK vs NOT OK)

Words/Phrases we should use

Words/Phrases we should avoid

3 Brands/Accounts you like (Links)

3 Brands/Accounts you dislike (links + why)

Preferred visual style (If any)

Upload your logo (PNG/SVG Preferred)

Brand kit / Style guide (Colors, fonts, guidelines if available)

Existing photos/videos (Upload or Drive Link)

Drive URL if any

Templates/fonts you already use

Testimonials Consent

If we record testimonials, I confirmo that we have written consent from the end customer/client