Business Name
*
Industry/Field
*
Social Media Handles (if applicable)
Primary Contact Name
*
Email
*
Phone
*
(###)
###
####
Address
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
How many employees do you have?
Self-employed
1-10 employees
11-50 employees
50+ employees
What is your current annual revenue range?
Under $100,000
$100,000–$500,000
$500,000–$1M
Over $1M
Do you currently have a marketing or design team?
Yes, in-house
Yes, outsourced
No
What services are you interested in? (Select all that apply)
Social Media Management
Web Design or Development
Paid Advertising Campaigns
Branding and Graphic Design
SEO and Content Strategy
Email Marketing
What are your primary goals for these services?
Increase sales or conversions
Improve brand awareness
Build an online community
Fill up workshops, events, or teacher trainings
Learn how to host/lead workshops
Event planning, retreats, and specialty events
Improve website functionality or user experience
Other (please specify):
What is your preferred timeline for achieving these goals?
Immediate (1–3 months)
Short-term (3–6 months)
Long-term (6+ months)
Who is your target audience? (Select all that apply)
Age group:
18–24
25–34
35–44
45+
Gender:
Male
Female
Non-binary/Other
Location:
Local
Regional
National
Global
Interests or lifestyles (e.g., wellness, tech-savvy, eco-conscious):
Are there any specific customer personas or segments you want to target?
Yes (please describe below)
No
When would you like to begin this project? (Start date):
MM
DD
YYYY
How soon would you like to see results?
1–3 months
3–6 months
6+ months
Other (please explain below)
Which social media platforms are most important for your business?
Instagram
Facebook
LinkedIn
Twitter/X
TikTok
Pintrest
Other (please speciify below):
Do you currently have an active presence on social media?
Yes
No
What type of content resonates most with your audience?
Photos
Videos (e.g., reels, stories)
Educational posts
Promotions or product showcases
Other (please specify below):
Do you currently have a website?
Yes
No
What type of website are you looking for?
Informational (e.g., about your services)
E-commerce (sell products online)
Portfolio/Showcase
Other (please specify below):
Do you need ongoing website maintenance?
Yes
No
Any specific features you’d like to include? (e.g., booking system, blog, membership portal):
What is your estimated budget for this project?
Under $1,000
$1,000–$3,000
$3,000–$5,000
$5,000+
Are you open to a monthly retainer for ongoing services?
Yes
No
Do you prefer working:
Virtually (online meetings)
In-person (if local)
Both
Are there any competitors or inspiration brands you admire? (Please list):
Are there any competitors or inspiration social media handles you admire? (Please list):
Is there anything else we should know about your business or goals?