Intake Questionnaire

1. Tell me about your business

What do you sell or offer?

2. What’s the main business purpose of this particular project?

How do you hope to boost business through this project?

3. Who’s your typical customer/buyer?

Buyer demographics, lifestyle, awareness of the company, etc.

4. What’s the biggest challenge you’ve been having with your

marketing or copy?

What problem can I solve ?  Have you identified the problem?

If the project is related to a website, blog, or other online

communication, I want to review it online so I can ask follow-up or clarifying questions based on what I see.

5. What’s working now, and what frustrates you about your


I need clues that help me consider how I’ll propose to fix the “broken” aspects.

6. What’s the competition for this product or service, and how

are you different/better?

How do you stand apart from the competition?

7. Who else is involved with this project for approvals, implementation?

Who makes the decisions and who creates the materials I’ll be working on?

Who is my contact during development?

To whom do I submit the final product?

8. What time frame are you working with?

I need to know if your expectations are realistic.

9. Do you have a budget range in mind for this project?

I might need to explain my rates and how I’ll customize them based on

the conversation and scope of work.

10.“Have we covered everything I need to know?”

I may need more information.

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