Intake forms - JLLB Media Marketing & Business Consulting

Client Intake

By answering these questions, we’ll be able to get a better understanding of your business goals, target audience, budget, and current marketing efforts.

If you are not sure or do not have information on certain questions please skip and respond to the next one.

Marketing & Communications

Visual Design

Web Design

Hosting

Marketing & Communications

Name

Phone

Business name

What products or services do you offer?

How long have you been in business?

What are your primary business objectives for the next 12 months?

What are your long-term business goals?

Who is your target audience?

What are their demographics (age, gender, location, etc.)?

What are their interests and pain points?

What is your marketing budget for the next 12 months?

How much of your budget is allocated to digital marketing vs. traditional marketing?

What marketing strategies are you currently using?

What has been the most effective marketing strategy for your business?

What are your biggest marketing challenges?

What areas of marketing do you feel you need the most help with?

Who are your main competitors?

What are their strengths and weaknesses?

What do you hope to achieve with your marketing efforts?

How will you measure the success of your marketing campaigns?

Visual Design

Name

Phone

Business name

What products or services do you offer?

How long have you been in business?

Do you have a brand identity in place (logo, color palette, typography, etc.)?

If yes, please provide examples (links) of your brand assets.

If no, would you like assistance in creating a brand identity?

What design style do you prefer? (e.g. minimalistic, bold, playful, elegant, etc.)

Please provide examples (links) of designs that you like and dislike.

What design deliverables do you need? (e.g. business cards, brochures, flyers, social media graphics, etc.)

What are the specific requirements for each deliverable?

What is your budget for the design project?

When do you need the design project to be completed?

What do you hope to achieve with your visual design efforts?

How will you measure the success of your visual design project?

Web Design

Name

Phone

Business name

What products or services do you offer?

How long have you been in business?

What are your primary objectives for the new website?

What do you hope to achieve with the new website?

What are the essential features and functionality you need for your website?

Do you need e-commerce capabilities?

Who is your target audience?

What are their demographics (age, gender, location, etc.)?

What are their interests and pain points?

What design style do you prefer? (e.g. minimalistic, bold, playful, elegant, etc.)

Please provide examples (links) of websites that you like and dislike.

Do you have existing website content and imagery that can be used?

If not, do you need assistance in creating website content and imagery?

What is your budget for the website design project?

When do you need the website to be completed?

How will you measure the success of your new website?

Do you have any specific goals for website traffic or conversions?

Hosting

Name

Phone

Business name

Industry

What type of website or application do you need hosting for?

What is your current website address, if you have one?

What is your timeline for launching the website or application?

What are your hosting requirements? (e.g. storage, bandwidth, security, uptime, scalability)?

Do you have any specific security or compliance requirements? (e.g. PCI-DSS, HIPAA)?

What is the purpose of your website or application?

What are the key features and functionalities of your website or application?

Do you need any integrations or custom development work?

Do you need ongoing support and maintenance for your website or application?

What level of support do you require? (e.g. 24/7 support, phone support, email support)?

Do you have any specific maintenance requirements? (e.g. backups, updates, monitoring)?

Do you have any specific concerns or questions about hosting services?

Who will be the main point of contact for the project?

Is there anything else we should know about your business or project?

Client Intake

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