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Brand Authority Builder — Client Intake Form
Authority Builder Intake
Contact & Business Info
Name
(Required)
First
Last
Email
(Required)
Business Name
(Required)
Brief Business Description
(Required)
What do you do and who do you serve?
Website Foundations
Do you currently have a domain and hosting set up?
(Required)
Yes
No
Current Website URL (if applicable)
Which website pages do you need?
(Required)
Home
About
Services
Contact
Blog
Case Studies / Portfolio
FAQ
Testimonials
Privacy Policy
Terms of Service
(Select all that apply)
Other specific page requests or ideas?
Offers & Audience
What services or products do you offer?
(Required)
What problem(s) do you solve for your clients?
(Required)
Describe your ideal client or audience:
(Required)
(Include details like profession, pain points, goals, etc.)
Do you have a lead magnet (freebie/download)?
(Required)
Yes — I will include it in the Google Drive folder
No — I’d like help creating one
Not needed
Brand Identity
How would you describe your brand voice?
(Required)
Friendly & Conversational
Professional & Expert
Bold & Confident
Calm & Grounded
Other (describe below)
(Choose the closest match)
If “Other,” describe your brand voice here:
Do you already have written content for the site?
(Required)
Yes — I’ll include it in the shared folder
No — I need help writing it
In progress — will upload soon
Do you have a visual brand guide (fonts, colors, etc.)?
(Required)
Yes — I’ll include it in the folder
No
I’d like help with this
Tech + Marketing Integration
Do you use an email marketing platform?
(Required)
Mailchimp
ConvertKit
Flodesk
ActiveCampaign
None
Other
If “Other,” which platform?
Do you currently have an email list?
(Required)
No list yet
Yes — under 100 subscribers
Yes — 100–500 subscribers
Yes — 500–1,000 subscribers
Yes — 1,000–5,000 subscribers
Yes — over 5,000 subscribers
(Select the range that best matches)
Do you want a blog set up?
(Required)
Yes
No
Google Analytics access:
(Required)
I have one — I’ll share access
Please create one for me
Project Logistics
Preferred method for post-launch communication (60-day support):
(Required)
Email
Weekly check-in call
Both
Best time for contact (include time zone):
(Required)
Any final notes, requests, or expectations?
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