Let's get to know you.

Client intake · Private

About 30 minutes. Skip anything you don't know yet; we'll cover it on the call.

01About the businessBrand nameYour emailWebsite and social handlesWhat you sell, and to whomRevenue range and channel split (e.g. 60% site, 30% retail, 10% Amazon)Who handles marketing today?Monthly marketing budget

02GoalsWhat would be a clear win in 90 days?Upcoming launches or deadlinesThe number that matters most

03CustomersDescribe your best customerTop 3 productsTop 3 competitorsOne brand you admire, and why

04What's been triedWhat has workedWhat floppedAnything off-limits

05AccessLinks to analytics or dashboards (Shopify, Meta Ads, TikTok, Klaviyo, GA4)Upload analytics screenshots

You can send files after kickoff from your client portal, or by email.

Upload brand guidelines

You can send files after kickoff from your client portal, or by email.

06LogisticsWho will attend the kickoff?Best way to reach you