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Initial Client Intake Form (2025-2026)

This short questionnaire is designed to help us gain a deep understanding of your business and propose solutions that truly work for you. Instead of spending time on general discussions, we will be able to immediately focus on what matters most for your company, such as:

1. Key information about the company and its operations

2. Strategic goals and business priorities

3. Challenges and areas for development

4. Budget framework and planned activities

5. Expectations from a future partnership

Completing this form takes only a few minutes and marks the first step toward building an effective and long-term collaboration. Your answers will allow us to be as specific and helpful as possible right from the very first meeting.

Your name:

Telephone:

E-mail adress:

Job title:

Company name:

Website:

Industry sector:

Key products/services provided:

Annual revenue

Annual revenue
A
B
C

Total number of employees:

Markets served by your business:

Markets served by your business:
A
B
C
D
E
F

What are your clients?

What are your clients?
A
B
C

Do you use social media to communicate with clients and partners?

Do you use social media to communicate with clients and partners?
A
B

If yes, which are the main channels that you use for communication?

If yes, which are the main channels that you use for communication?
A
B
C
D
E
F
G
H
I
J

What is the structure of your marketing activities?

What is the structure of your marketing activities?
A
B
C
D

Approximately how much do you invest in marketing and communications each year (or as a share of turnover)?

Approximately how much do you invest in marketing and communications each year (or as a share of turnover)?
A
B
C
D

Are you using paid ads? If yes, where do you run them and what goals do you aim to achieve?

Does your company allocate resources to employer branding initiatives? If so, which ones?

What indicators do you use to evaluate the effectiveness of your marketing and brand initiatives (KPIs, goals)?

Do you have an established brand identity?

Do you have an established brand identity?
A
B
C

Do you require a renewal or upgrade of your digital and professional identity?

Do you require a renewal or upgrade of your digital and professional identity?
A
B
C
D

Where do you see the biggest opportunity for us to support you?

Where do you see the biggest opportunity for us to support you?
A
B
C
D
E
F
G
H
I
J
K
L

What are the main challenges you would like to overcome with our support?

If we could solve one key problem for your business within the first three months, what would it be?