Get Started — AI Content Marketing Onboarding

Section 1

Business Basics

Business Name *

Industry / Type of Business *

Website URL

Copy and paste your full URL directly from your browser's address bar (must start with https://). The form won't submit without a valid URL.

Primary Location (City, State) *

Additional Locations

Years in Business

Number of Employees (approx)

Section 2

Contact & Social Media

Owner / Primary Contact Name *

Email *

Phone *

Facebook Page URL

Instagram Handle (@)

TikTok Handle (@)

LinkedIn URL

YouTube Channel URL

Other Platforms (Twitter/X, Threads, Pinterest, etc.)

Google Business Profile

Yes No

Section 3

Your Business in Your Own Words

Describe what you do in 1–2 sentences * As if explaining to a neighbor.

What makes you different from everyone else in your market?

What are you most proud of about your business?

What do customers thank you for most often?

What is the #1 thing you wish more people knew about your business?

Section 4

Products & Services

List ALL products and services you offer. For each, mark if it's a priority to promote.

Product / Service	Priority	Notes / Details

Any active promotions, discounts, or special offers right now?

Any upcoming promotions, events, or launches in the next 90 days?

Section 5

Target Audience

Who is your ideal customer? Age range, gender if relevant, income level, lifestyle.

Where do your best customers come from? Referrals, Google, social media, walk-in, etc.

What problem does your customer have BEFORE they find you?

How do they feel AFTER working with you or buying from you?

Who is NOT your customer? Describe the type of client you don't want.

Are there specific communities, groups, or affiliations your audience belongs to? e.g., veterans, farmers, first responders, parents, athletes, professionals

Section 6

Brand Voice & Personality

If your brand were a person, describe their personality in 3–5 words:

Words or phrases we should ALWAYS use:

Words or phrases we should NEVER use:

Brands or businesses (in any industry) whose social media you admire:

Social media accounts that feel WRONG for your brand: Too formal, too casual, wrong tone — and why.

Section 7

Competitors

List your top 3–5 competitors. For each, tell us what they do well and where they fall short.

Name	Website	What they do well	Their weakness

What do YOU do better than all of them?

Is there anything a competitor does that you'd like us to learn from or improve on?

Section 8

Content Goals

Why do you want better social media / content? (check all that apply)

Attract new customers Stay top-of-mind with existing customers Build brand awareness in my area Grow my social media following Drive more website traffic Generate leads / inquiries Promote specific products or events Build authority / become known as an expert

Which platforms matter MOST to your business right now? (rank 1–5)

Facebook

Instagram

Google Business

Other

How many posts per week would you like on each active platform?

Do you want content for any of the following? (check all that apply)

Social media posts Blog articles Email newsletters Google Business Profile posts Google Business updates Ad copy Website copy

Section 9

Visual & Brand Guidelines

Do you have a logo?

Yes No

Can you provide logo files?

Yes No

Brand colors (hex codes or describe)

Fonts (if known)

Image style preference:

Modern & clean Gritty & real Warm & inviting High-energy & bold Natural & authentic Professional & polished

Do you have existing photos we can use?

Yes No

Willing to take new photos/videos periodically?

Yes No

Any imagery we should AVOID:

Section 10

Content Restrictions & Compliance

Is your industry regulated? (financial services, healthcare, legal, firearms, etc.)

Yes No

Are there topics, claims, or language you want us to avoid entirely?

Do you have any ongoing legal matters, disputes, or sensitivities we should know about?

Are there former employees, competitors, or situations we should never reference?

Section 11

Examples

Share 3–5 posts from your own page (or any page) that you love. What do you like about them? Paste URLs or describe the posts.

Share 1–2 posts that made you cringe or that feel totally wrong for your brand. Why?

Section 12

Delivery & Review Preferences

How do you want to receive content? (check preferred)

Email (weekly batch) Shared folder / Google Drive Direct message (text/Messenger) Through the client portal

How far in advance would you like content?

Who on your team will review and approve content before posting?

How quickly can you turn around approvals?

Will you post content yourself, or would you like us to handle scheduling?

Post myself Handle scheduling for me Combination

Are there specific days or times you prefer to post?

Section 13

Anything Else?

Is there anything important about your business, your story, or your customers that we haven't asked about?

Is there anything you've tried before that definitely didn't work?

What would make this partnership feel like a total success to you?

New Client Intake Form

Business Basics

Contact & Social Media

Your Business in Your Own Words

Products & Services

Target Audience

Brand Voice & Personality

Competitors

Content Goals

Visual & Brand Guidelines

Content Restrictions & Compliance

Examples

Delivery & Review Preferences

Anything Else?

You're in.