Client Intake Questionnaire

Business Basics

Business NameLegal name + any DBA / nickname

Owner / Main ContactFull name

Phone NumberBest number to reach you

Email Address

Physical AddressStreet, city, state, ZIP

WebsiteURL or 'none'

Type of Businesse.g. coffee shop, nail salon, HVAC

Years in Business

Hours of OperationList all days + hours

Your Customers

Who is your ideal customer?Age, lifestyle, location, income — be specific

Where do customers find you now?e.g. word of mouth, Google, walk-in

Average Sale / Tickete.g. $12 per visit

What makes you different?Why do customers choose you over competitors?

Main CompetitorsList 2-3 local businesses

Products & Services

Top 5 Products or ServicesName + brief description + price

Current PromotionsWhat + how long does it run?

Seasonal Offeringse.g. holiday drinks, summer specials

What do you want to sell more of?Your priority product or service

Brand & Visual Identity

Brand ColorsHex codes if known, or describe them

Fonts You Currently UseOr 'no set font yet'

Do you have a logo?

3 Words That Describe Your Brande.g. warm, local, trustworthy

Brands You Admire VisuallyAny businesses whose look you like

What to AVOIDColors, styles, or vibes to avoid

Social Media & Online Presence

Social Media Handlese.g. @yourbusiness

How often do you post now?

What has performed best?Post, ad, or promo with good results

What has NOT worked?So we don't repeat it

Google Business Profile?

Content & Media Assets

What do you have already?

Can you provide real photos?Phone photos are fine

Open to AI-generated visuals?AI images, AI spokesperson videos

People / faces we can use?Staff, owners (requires consent)

Anything we must NOT use?Competitor names, personal info, etc.

Goals & Expectations

What is your primary goal?

What does success look like to you?In 90 days, what result would make you say "this worked"?

Monthly Ad BudgetGoes directly to Facebook/Google — not to us

Biggest Challenge Right NowThe #1 problem you want solved

Anything else we should know?Context, history, sensitivities, ideas

Approvals & Communication

Who approves content?Name + best contact method

Approval turnaround timee.g. within 24 hours, same day

Preferred Communication

Best Time to Reach Youe.g. mornings, weekdays only

Check-in frequency

Weekly Bi-weekly Monthly As needed

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Signature & Authorization

By signing below, you confirm this information is accurate and authorize Apollium LLC to create and publish marketing content on your behalf as agreed.

Client Signature

Date

Printed Name & Title

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