Charles Lesula Client Intake
Welcome. I already have your basic details from our call, so this form only covers what I need to start the actual work: access to your accounts, your brand files, and who should be part of the conversation. It takes about 10 minutes.
If you don't have something ready yet, leave it blank and I'll follow up in Slack.
Your email address (I'll use this to add you to your Slack channel)
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To manage your accounts, I need access to each one. Here's the easiest way to do it for each platform.
Which platforms does your business use?
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Links to your social media profiles
Access for your other platforms
For LinkedIn, YouTube, Google Business Profile, and others, please add charleslesula.work@gmail.com as an admin or manager where possible. Tell me below which ones you added and which ones you need help with.
Any other tools or accounts I'll need access to?
Brand assets and materials
Please share links from Google Drive, Dropbox, or any file-sharing service. Make sure the link is set so anyone with it can view.
Link to your existing branding
Logo files, brand colors, fonts, and brand guidelines if you have them.
Link to the raw files you want me to work on
Videos, photos, recordings, or drafts you want edited or turned into content.
Link to any other materials I'll need
Photos, videos, product details, past content, presentations, or anything else that helps me understand your business.
Brands, accounts, websites, or posts you like the look or feel of. Paste as many links as you like, one per line. A short note on what you like about each one helps.
Businesses or accounts you see as your competition. Paste as many links as you like, one per line.
What are the top goals for this project?
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Who is your ideal customer?
Is there anything I should avoid?
Who else should I add to your Slack channel?
Your business partner, coworker, assistant, or anyone else who should be part of the conversation. One person per line: name, email, and role.
Who gives final approval on content and designs?
We meet once a week to review progress. Tell me what works best for your schedule.
Which days work best for our weekly call?
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What time of day works best, in your time zone?
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Any dates you're unavailable in the next few weeks?
Other relevant information