onboarding form

Business website URL

Describe your business in one paragraph.

How long have you been in business?

Who are the key decision-makers we’ll be working with?

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Are there any partners, agencies, or vendors we should be aware of?

Who is your primary target audience?

Do you serve multiple customer segments? If so, please describe them individually.

How do you currently generate most of your leads/customers?

Are there any customer personas, ICP documents, or notes you can share with us?

Files of customer personas, ICP documents, or notes

Describe what resources you have uploaded above

How would you describe your brand’s personality, tone, or voice?

What are 3–5 core values that define your brand?

What differentiates your business from competitors?

What are some brands (in or outside your industry) whose visual or messaging style you admire?

Are there any phrases, slogans, or taglines that are central to your brand?

Please describe your main products or services.

Are there different packages, pricing tiers, or service levels? If so, describe them briefly.

What is the average lifetime value (LTV) or contract size of a customer/client?

What is your typical sales cycle or conversion timeline?

What are the biggest marketing or sales challenges you're currently facing?

What do you feel you’re doing well already?

What marketing methods, tools, platforms, or vendors have you used in the past? What worked and what didn’t?

Please upload any brand assets you’d like us to use or review:

Other helpful materials

Please attach link to Drive/Dropbox with access

Is there anything else we should know before we begin?

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