Client Onboarding Form

Pretend you're explaining to a friend who knows nothing about your industry. Keep it simple and clear.

List each service or package, its price (or price range), and what's included. This helps us write accurate, compelling content without guessing.

The offer you most want us to push — the one that's easiest to sell, has the best margin, or represents what you do best.

If yes, describe it — we may create a separate content strategy for it.

Describe them as a real person — their age, gender, location, lifestyle, job, income level, and what their life looks like day-to-day.

Think about what keeps them up at night, what they complain about to friends, or what they've tried that hasn't worked. This is the emotional hook in all our copy.

What transformation are they hoping for? Be specific and emotional — not just "clear skin" but what clear skin means to their life.

List the top 3–5 reasons people hesitate, delay, or say "let me think about it." We'll pre-emptively handle these in the content.

This determines where we focus content creation energy. Tick all that apply.

If your brand were a person at a party, how would they act? Pick up to 4 that feel most true.

Drag your answer toward the description that best fits. Think about how you actually speak and write — not how you think you "should."

Any signature phrases, power words, or language your audience responds to. This keeps the copy feeling like YOU.

Hard rules — topics, competitors' names, sensitive language, or anything that would embarrass the brand.

Links to posts, captions, emails, or videos where you felt "yes, THIS is my voice." We'll study these to match your style.

Doesn't have to be in your industry. Could be someone whose aesthetic, energy, or writing you'd love to channel.

Be specific. "Grow Instagram" is vague. "Book 10 new skin consultation calls per month from Instagram" is actionable.

Select all formats we'll be producing for you. If you're unsure, select everything and we'll advise on the right mix.

This sets our content volume. Be realistic — consistent at 3x/week beats erratic at 7x/week every time.

If you already have a plan (promotions, launches, events) we'll map our content around it. If not, we'll build the calendar from scratch.

Be brutally honest. If we know what fell flat, we avoid repeating it. This saves time for both of us.

Copy and paste actual words clients said (in DMs, Google reviews, WhatsApp, etc.) OR describe the result. Include the client's name/initials if possible.

Let us know what you have and we'll request them separately. These are gold for content and ads.

Numbers in content build instant credibility. Think clients served, success rates, years in business, revenue generated for clients, etc.

Podcast features, magazine mentions, awards, certifications, or brand collaborations we can reference in your bio and content.

Could be direct competitors (same service, same city) or indirect (online alternatives). Include their IG handles or website if you know them.

This becomes your content's competitive edge — the angle we keep coming back to. Don't be modest here.

This is your positioning statement — the one-liner that separates you from everything else. Take your time with this one.

This affects how we write about price and value in your content.

There's no wrong answer — just helps us know how much autonomy to take vs. how much to check in.

Helps us plan our workflow and set realistic delivery dates for your content batches.

Let us know what you have and we'll request them via a shared folder. Consistency in visuals + copy = stronger brand.

Be as specific as possible. This becomes our shared target and we'll use it to measure results and report back to you.

Anything sensitive, unusual, or important that will help us serve you better. No detail is too small.