Client Questionnaire

Let's get started with the easy stuff.
Company/brand name*
Phone*
Email*
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Website URL*
Please link your social media accounts below:
Facebook Twitter Instagram LinkedIn YouTube
Any other social accounts? (Pinterest, YouTube, etc.)
Which email marketing platform do you use?

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Who will we be in contact with?
Send us up to three contacts to keep in touch with.
Rep 1: Name*
First Last
Rep 1: Role/position in the company*
Rep 1: Email*
Rep 1: Phone*
Rep 2: Name
First Last
Rep 2: Role/position in the company
Rep 2: Email
Rep 2: Phone
Rep 3: Name
First Last
Rep 3: Role/position in the company
Rep 3: Email
Rep 3: Phone

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Nice to meet you! Now let's get on to the nitty gritty.
Give us a brief overview of what your company does.*
What is your company's mission statement?*
What are your company values?*
Why are you passionate about your industry? What made you get into it?
What are your company goals?*
What makes your company different from your competitors?*
Who are your competitors?
Tell us about your target clientele--the best, most ideal client you can imagine. And be as specific as possible!*
(For example: their age, gender, profession, industry, specific problem they have that your company solves, etc.)
Who is NOT your ideal client and why?
What is it that your clients or customers need? What solution to their needs do you provide?

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Whew. Now that that's over... Let's talk about your brand's look.
Have a logo? Upload it here. (Multiple files allowed.)
If possible, please attach a vector image file like .ai, .eps, or .svg.
Drop files here or

Max. file size: 50 MB.
Have a brand standards document? Upload that, too.
Drop files here or

Max. file size: 50 MB.
What colors do you prefer?*
List any color combos you love, or want to avoid. If you have branding colors already, please leave them here.
What fonts do you prefer?*
List any font styles you love, or want to avoid. If you have branding fonts already, please leave them here.
Are there any symbols or particular imagery that represent your brand well?*
(For example, a law firm might choose the scales of justice as a symbol.)
What are some brands you like the look of, or that inspire you? What do you like about them?*

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Nice. Let's move on to your company voice.
How would you describe your brand's voice?*
For example: Witty, serious, personable, etc.
Are there any words or phrases we should avoid using?*
What kind of written content do you like the voice of, or that inspire you? What do you like about them?*
For example: a blog, a social media post, or even a video script.
Where do you get your industry information?
(For example: educational journals, magazines, news outlets, social media platforms, specific industry voices, etc.)
Who are some of the most respected or influential people in your industry?
(For example: industry professionals, social media influencers, thought leaders, etc.)

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It's been a pleasure getting to know you!
You made it through the hard part. Just one more thing.
Is there anything else you'd like us to know?*

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Tell us about your brand

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