Client Intake | Authentic Digital Solutions

You and the business

The basics, so we know who we are talking to.

Your name * Your role Email * Phone Company name * Website Social profiles How long have you been trading? Industry or category What does the business actually do? *

Your customers

Who buys, and why. This section shapes everything else.

Describe your best customer * How do customers find you today? Typical order or deal value Do customers come back? What stops people buying?

Your competition

Who you are really up against, and where the daylight is.

Who are your main competitors? * What do they do best? Where do they fall short? What makes you different? * Why do customers choose you over them?

Where you are now

An honest picture beats a flattering one.

What is working? What is not? Current monthly marketing spend Who handles marketing now? What tools are you on? Is analytics and tracking set up?

Where you want to get to

Specific beats ambitious.

What does success look like in twelve months? * Any specific targets? What happens if nothing changes? If we could only fix one thing, what would it be?

A real person reads every one of these. Nothing is shared with anyone else.

Thank you. That is everything we need.

We will read it properly and come back to you within two business days with what we would do first. If anything needs clarifying we will just ask.

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