Client Intake Survey (For Marketing Assessment)

First, we need a little bit of info about you.
Your Name*
First Last
Email*
Phone*
Best time of day to reach you?*
- Early Morning (8am - 10am)
- Late Morning / Early Afternoon (10am - 1pm)
- Late Afternoon (1pm - 4pm)
- Early Evening (4pm - 6pm)

Getting To Know Your Business
Below are a few questions that will help us better understand your business, your clients/customers, your challenges, and your goals.
What are three words you hope customers would use to describe your business?*
What is ONE thing that makes you stand out from your competitors?*
Where are you currently getting most of your clients/customers from? For example, word of mouth, social media, etc.*
How would you describe your top 3 types of clients/customers? For example: Families with parents aged 35-45 with small children who....*
For this, please try to break down your broader audience. For example, if you are targeting new and expecting parents – within that, who are your top 3 audience segments?
What type of client or customer are you most looking to attract or looking to attract more of?*
For example,
Are there any specific measurable goals you’re trying to reach within the next 12 months, such as a specific number of new customers/clients, sales, revenue, etc?

First, we need a little bit of info about you.