Client Intake Form

This form takes about 20 minutes. The more honest and specific you are, the better your content will be. There are no wrong answers — I'm trying to understand how you actually think and talk, not how you think you should sound.

Section 1: Your Business

What do you do? (Describe it the way you'd explain it to someone at dinner, not on your website.)

Who is your ideal client? Be specific — what kind of person, in what situation, at what stage?

What is the main result you help clients get?

What does a typical engagement look like? (e.g., 3-month coaching program, ongoing retainer, project-based)

What does someone need to believe before they hire you? What's the 'aha' that makes them think you're the right fit?

Section 2: Your Expertise

What are 3-5 topics you could talk about for an hour without preparing?

What is something you believe about your industry that most people in it would disagree with?

What do you wish your clients understood before working with you?

What mistakes do you see your ideal clients making over and over?

What frameworks, systems, or mental models do you use in your work? (Even informal ones — things you've developed over time)

Section 3: Your Voice

Share 3 LinkedIn posts or pieces of writing you've done that you actually liked. (Links or paste text)

Share 3 LinkedIn posts from other people that you think are done well. What do you like about them?

What kind of content do you hate? What makes you cringe when you see it on LinkedIn?

How would you describe your tone? (Check all that apply)

What topics or themes are off-limits? Anything you don't want to be associated with publicly?

Why do you want to build a LinkedIn presence now? What changed?

What does success look like for you in 6 months of consistent posting?

Who are 2-3 people in your space (or adjacent spaces) whose LinkedIn presence you admire?

Section 5: Logistics

Do you have a newsletter already? If yes, what platform?

How do you prefer to send your monthly idea dump?

Is there anything else I should know about you or your business before we start?

Thank-You Message

Got it. I'll review your answers and reach out within 48 hours with any follow-up questions. Your first content batch will be ready within 3 business days of us kicking off. Looking forward to building this with you.