Client Intake | Intentional Visibility

Intentional Branding Client Intake

Welcome to Intentional Branding

We look forward to working with you! The following information will be super helpful to our work together. Please complete this intake form at least one business day before our scheduled kickoff meeting. If you have not scheduled that meeting yet, please do so right away!

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 receive the link before closing the window). If there are questions you don’t have an answer for, 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*

Website

Note: If you don't have a website, we may provide you with some writing prompts about your business and services, so that we have content to work with.

Social Profiles

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

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.

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?

How/ where do you find most of your clients?

YOUR BUSINESS

Please tell us about your business.

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

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

List 3-5 keywords/ attributes to describe the VIBE of your business and how you work/ show up.

For example: Ambitious, Authentic, Friendly, Fun, Playful, Professional, Traditional, etc.

YOUR BRAND

If you have a Brand Standards Guide/ Book, please upload it where indicated below. If the following information is included in that document, you may skip the next three questions.

What is your Brand Essence?

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 BrandEssenceQuiz.com.

Please list your brand color HEX CODES and specify which colors should be primary/ secondary/ tertiary.

If you have a brand standards/ guide and this information is included, skip this section and upload where indicated below.

Please specify your BRAND FONTS and indicate which fonts are used for headings, copy, captions, etc. (as applicable).

If you have a brand standards/ guide and this information is included, skip this section and upload where indicated below.

Please specify if there is a specific type of IMAGERY you use with your brand (black & white, certain mood, light effects, select focus, etc.).

If you have a brand standards/ guide and this information is included, skip this section and upload where indicated below.

YOUR BRAND ASSETS & CURRENT LEAD MAGNET

Please provide a link to (or upload) your current lead magnet if you have one — and your brand assets as applicable. This includes logos, brand standards, brand photos, 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!

YOUR CONTENT

Let's look at what you already have... it's usually more than you think! We’ll dive deeper during our session.

What CONTENT do you currently have in your business “library”? Please create a list of the items that come to mind. Include programs, courses, videos, podcasts, webinars, books, free downloads, white papers, blogs, etc. — include anything where you’re sharing your brilliance.

Please tell me about your current or past lead generation offers (freebies, lead magnets), and where/ how you have promoted them. Please also share results if applicable.