Client Intake Form
Help us understand your brand so we can build a creative engine tailored to you. Takes about 15 minutes.
Company
Brand
Customer
Competitors
Ads
Goals
Calendar
Section 1 of 7
Tell us about your brand.
Basic info so we know who we're working with.
Section 2 of 7
Help us understand your brand.
Creative direction, voice, and existing assets.
What's the story behind your brand? What problem do you solve and for whom?
Link to your brand guidelines doc (logos, fonts, colors, tone).
Dropbox, Google Drive, or WeTransfer link.
Link to any existing ad creative, product photos, lifestyle imagery, or UGC.
Any messaging, visuals, tones, or approaches that are off-limits?
Section 3 of 7
Who are we talking to?
Understanding your customer so we can create content that converts them.
What are the top 3 problems your customer is trying to solve when they find your product?
What's the #1 reason someone chooses your product over a competitor?
What hesitations do potential customers have before buying?
Link to your best reviews, testimonials, or UGC.
Section 4 of 7
Who else is in the ring?
Knowing your competitors helps us find creative angles nobody else is running.
Brand names + websites. These are the brands your customers compare you to.
What's your unfair advantage? Why should someone pick you?
Any competitor ads that caught your eye? Paste links or describe them.
Any competitor ads that make you cringe? What turns you off?
Section 5 of 7
Let us see under the hood.
Your ad accounts and current performance — helps us benchmark and find quick wins.
Find at Business Manager → Ad Accounts.
What are you currently paying per acquisition?
Return on ad spend (e.g., 2.5x = $2.50 back per $1).
Link to or describe your best-performing ad ever.
Link to or describe an ad that flopped.
Section 6 of 7
How do we measure winning?
Your goals and KPIs so we can align every asset to what matters.
What CPA would make you feel great? What's the max?
What ROAS are you aiming for? What's break-even?
Any other KPIs that matter? (engagement rate, email signups, retail velocity, etc.)
What's the #1 thing that's been frustrating about your creative process before working with us?
Section 7 of 7
What's coming up?
Launches, promos, and logistics — so we can plan around your calendar.
New products, flavors, SKUs, or collections launching? Include approximate dates.
Any sales, promotions, or seasonal campaigns planned?
We'll need product samples for shoots and UGC creators.
Final thoughts, concerns, or context before we kick things off?
We've Got Everything We Need.
Your kickoff call is the next step — we'll use your intake data to prep a custom strategy before we meet. Book your call below if you haven't already.
Book Your Kickoff Call →