Intake Form

Client Name

Client Phone number

Client Email Address

Client Mailing Address

Business Name

Business Phone number

Business Email

Business Address

Can you briefly describe your business and what services you offer?

Service Areas:

How long have you been in business?

What would you say sets you apart from your competitors?

What are your top 3 goals for marketing right now?

Target Audience:

Age Range

Location

Pain Points

Where are you targeting? (Select All That Apply)

Local Regional National

What problems do your customers need solved most?

Website:

Do you have a website?(required)

Yes No

If so, what platform/host is it on

Are there any issues you’re aware of with your website?

Do you collect emails?

Yes No

If so, what platform is it on?

Is your website SEO optimized?

Yes No

Is your website GEO optimized?

Yes No

Social Media:

Instagram username

Facebook username

X username

TikTok username

YouTube username

Linkedin username

Which social media platforms are you active on?

Which platforms perform the best for you right now?

Paid Advertising:

Are you currently using Meta Ad Manager?

Yes No

If so, what is your monthly budget?

Are you currently using Google Ad Word?

Yes No

If so, what is your monthly budget?

What has worked well?

Are there any campaigns want us to avoid repeating?

Google Business Page:

Do you currently have a Google Business Page?

Yes No

If so, when was the last time it was audited?

How many reviews do you have?

Brand:

How would you describe your brand voice? (professional, fun, bold, local, etc.)

Do you have brand guidelines (logos, colors, fonts)?

Do you have a mission statement?

Do you have vision or core values?

Are there specific words or phrases you want emphasize or avoid?

Budget & Expectations:

What monthly budget range are you comfortable with for paid advertising?

Are you looking for short-term wins, long term growth, or both?

How often would you like reporting and check-ins?

Tools & Access:

Do you have access to analytics, ad accounts, & social profiles?

Are there internal approvals required before publishing content?

Are there legal or compliance considerations we should know about?

Is there anymore is information you would like me to know or need to know?

Cake Media

Thank you for your response. I look forward to working with you!