Brand VIP Day Intake

Welcome to Intentional Visibility

We look forward to working with you! The following information will be helpful to our work together. Please submit this intake form at least two business days before our kickoff meeting. If you have not scheduled that meeting yet, please do so now!

If you don’t have everything you need — or can’t complete it in one sitting, no problem! Just hit save at the bottom of the page and you will get a personalized link to come back (you can also have it emailed to you — please make sure you have received the link before closing the window).

If there are questions you don’t have an answer to, don’t stress — we’ll discuss everything during our meeting.

Thank you! xoxo

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YOUR CONTACT INFO

Please tell us how we can contact you. Note: The email address you provide here will be added to our database so we can send you important updates.

Name*

First Last

Email*

Phone*

Business Name

Tagline

Industry

How long have you been in business?

Website

Owned Domain Names (that relate to your business in some way)

Please provide links to up to 3 social profiles — to give us a better idea of your essence and your work.

SETTING GOALS

Please share where you are now — and where you want to be.

Please tell us about your business... What does your team look like now? Sales? Clients? Anything else to set as a beginning measurement?

Please tell us what you want those things to look/be like in 12 months.

YOUR IDEAL CLIENT

Please tell us about your clients.

IDEAL CLIENT DEMOGRAPHICS: Include applicable demographics, including gender, age range, occupation, income, relationships, dependents, health, ethnicity, religion, politics, education... anything that feels pertinent to "who" they are. Please be as thorough and clear as you can.

What “pains” do your clients have as it relates to what you do? What KEYWORDS do they search for when they’re seeking a solution to those pains?

What do they desire most as it relates to what you provide? Complete this sentence in their perspective: “If I could just __________________."

If you have an ideal client avatar, please share more here.

How/ where do you find most of your clients? What marketing activities have been most successful (and least)?

YOUR BUSINESS

Please tell us about your business.

Write a brief INTRODUCTION to your business... 1-3 sentences.

If you were to explain what you do to a 10-year-old, what would you say?

What problem/s does your business solve?

What products and services do you sell?

List a few organizations doing similar work to you. Explain similarities/differences. Please include websites (if they exist).

How are you UNIQUELY qualified? How are you DIFFERENT? What SETS YOU APART from others?

What do you want your business legacy to be? What do you hope to leave behind (if anything) — and to/ for whom?

YOUR BRAND

Let's talk about how you want your brand to "show up."

What are your Brand Values? (EX: Adventure, Creativity, Excellence, Freedom, Honesty, Relationships, Service, etc.)

What is your Brand Essence (BrandEssenceQuiz.com)?

If you haven't taken the Brand Essence quiz yet, please do. It takes about 5 minutes and will give you great insight into your Brand Essence. Find the quiz at http://BrandEssenceQuiz.com.

Do you have insights or thoughts regarding your Brand Essence — and how it does or doesn't resonate with you/ your business?

List 3-5 keywords/ attributes to describe the VIBE of your business and how you work/ show up. (EX: Ambitious, Authentic, Friendly, Fun, Graceful, Playful, Professional, Quirky, Sassy, Traditional, etc.)

What do you want your ideal clients to know about your business upon first “meeting” you?

YOUR CLIENT'S PERSPECTIVE

It's important to check in with your clients to see how you're currently showing up — so that you can either build upon that or pivot to build the brand that will serve you. Consider sending the following questions to 3-5 people who know you best AND are (or would potentially be) a good client for you. Compile answers under each question.

What am I KNOWN FOR (in my business)?

Remember, these are the questions you send to your clients — so "I" refers to you, and "you" refers to your client.

What is ONE KEY BENEFIT you received from working with (buying from) me?

Remember, these are the questions you send to your clients — so "I" refers to you, and "you" refers to your client.

How am I DIFFERENT from others you’ve worked with?

Remember, these are the questions you send to your clients — so "I" refers to you, and "you" refers to your client.

If you were referring me to a friend or family member, how would you INTRODUCE me/my business?

Remember, these are the questions you send to your clients — so "I/me" refers to you, and "you" refers to your client.

VISUAL BRAND ELEMENTS

Let's talk about color, fonts, style... If you have a current brand standards guide and any of the information below is included, simply write "in document" and upload where indicated below.

If your were to summarize your business with a simple mark, sign, word, animal, insect, element, mystical creature, etc., what would it be? What icon represents your business and resonates with your ideal client? (Complete only if this feels applicable.)

If you have current BRAND COLORS, please list HEX CODES here.

IF APPLICABLE: Please talk about your colors... why you (or your designer) chose them and how they help lift your brand.

IF YOU DON'T HAVE AN EXISTING BRAND OR WE ARE STARTING FROM SCRATCH: Please visit ColorPalettes.net and choose 3-4 palettes that you feel good about and that you feel will resonate with your industry, services and clients. List color palette numbers here, and explain why you selected them (you may also paste the url from chosen palettes here).

With your business and ideal clients in mind, review the color palettes at: https://colorpalettes.net. If you know which color you want to begin with, choose that color square at the upper right side of the page (there is also an option to choose “2 colors” to drop down and choose 2 colors. Note: the photos are amazing and beautiful and can help choose the look and feel that resonates with you. Keep that in mind, however, so that it doesn’t influence you too much.

If you have current BRAND FONTS, please list here.

IF APPLICABLE: Please talk about your BRAND FONTS... why you (or your designer) chose them and how they help lift your brand.

If you have a specific type of BRAND IMAGERY, please describe here (black & white, certain mood, light effects, select focus, etc.).

IF APPLICABLE: Please talk about your IMAGERY... why you (or your designer) decided on style and how they help lift your brand.

LINKS AND UPLOADS

Please provide a link to (or upload) brand assets and other items as applicable. This includes logos, brand standards, brand photos, mood boards, etc. If more uploads are required, please let me know and email them to colleen@colleendavis.com.

Link 1 to brand assets (or use the upload buttons below for uploads)

Link 2 to brand assets (or use the upload buttons below for uploads)

Upload 1

Max. file size: 128 MB.

Upload 2

Max. file size: 128 MB.

Upload 3

Max. file size: 128 MB.

Do you have additional files to upload?

Yes

If so, please check yes and email them to colleen@colleendavis.com. Thank you!

ETC...

Please include anything else you think would be helpful for your Brand VIP Day.

Is there anything else you’d like us to know?