Client / Project Intake

Your Information

Let us know who you are so we can follow up.

Name *

Email *

Company

Contact Information

Phone Number

Current Website (if any)

Project Type & Depth

Help us understand what you need.

Primary service needed *

Please describe the service needed

What best describes the depth of help you need? *

High-level strategy & guidance

Strategy + execution

Mostly execution

Ongoing / embedded support

Not sure yet

Current State

Where are things currently? *

No clear strategy yet

Some pieces exist but aren't working

Actively running campaigns / systems

Mature system that needs optimization

Transitioning or rebuilding

What already exists?

Brand guidelines

Website

Analytics (GA4, etc.)

CRM / email platform

Automation or workflows

None of the above

Website / Digital Deliverables

How many pages or templates are involved?

Is copy/content already written?

Project Deliverables

What deliverables are you expecting?

Brand strategy / positioning

Messaging framework / voice & tone guidance

Go-to-market or growth strategy

Funnel or customer journey mapping

Analytics setup, audit, or performance insights

Automation or lifecycle strategy

Implementation roadmap & execution plan

Ongoing advisory or consulting support

Other

Technical Complexity

Technical requirements can significantly impact project scope and timeline.

Will this project involve any of the following?

Custom analytics or tracking

Customer Relationship Management (CRM) Integreation

Email Service Provider (ESP Integration)

Data cleanup or migration

Automation logic

Multiple stakeholders or teams

Third-party vendors

None of these

What tools or platforms are currently in use? List any relevant software, platforms, or tools

Timeline

When do you realistically want this completed?

ASAP / Urgent

Standard timeline

Flexible

Is this timeline driven by revenue, a launch, or an external deadline?

Budget

Estimated budget range *

What does this budget represent for you?

Fixed cap

Flexible estimate

Unsure / looking for guidance

Decision Process

Understanding your approval process helps us plan for smooth collaboration.

Who signs off on this project?

Me + leadership

Client / external party

How do decisions typically get made?

Fit & Expectations

What has frustrated you in past projects like this? This helps us understand what matters most to you

What would make this project feel like a success and an easy win?

Anything Else?

Anything else that you would like to add?