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Onboarding Form — The Brand Vault

Welcome to The Brand Vault ✦

Thank you for your interest in working together. Please take a few minutes to fill out this form so I can understand your business and goals before we connect. All responses are kept confidential.

About You

Let's start with the basics...

Full Name

*

Business Name

*

Email Address

*

Phone Number

*

Website

Instagram

What city/state is your business based in?

*

About Your Business

Tell me about your brand...

What does your business do? Who do you serve?

*

How long have you been in business?

*

How would you describe your brand personality?

*

A

Luxury & high-end

B

Warm & approachable

C

Bold & edgy

D

Clean & minimal

E

Fun & playful

F

Professional & corporate

G

Other

Who is your ideal client or customer?

*

List 2–3 competitors or brands you admire and why

*

The Project

What are we building together...

Which service(s) are you interested in?

*

A

Website Design

B

Social Media Management

C

Content Creation

D

Branding & Brand Identity

E

Content Strategy

F

Video Editing

G

Digital Products / Templates

H

Other

Describe your project in detail — what do you need and why?

*

What is the main goal of this project?

*

A

Attract more clients/customers

B

Look more professional online

C

Grow my social media following

D

Launch a new product or service

E

Rebrand or refresh my existing brand

F

Build or redesign my website

G

Other

What does success look like to you 90 days after we work together?

*

Brand & Visual Direction

Your brand identity...

Do you have existing brand guidelines? (logo, colors, fonts)

*

A

Yes, I have a full brand kit

B

I have a logo but nothing else

C

I have colors/fonts but no logo

D

I'm starting from scratch

E

I'm looking to rebrand

If you have brand colors or fonts, list them here

*

Share any links or images that inspire your visual direction

*

What feeling should people get when they see your brand?

*

Social Media

Your everyday content...

Which platforms do you currently use?

*

A

Instagram

B

TikTok

C

Facebook

D

E

F

YouTube

G

None yet

How often are you currently posting?

*

What type of content performs best for you currently?

*

What are your biggest social media struggles right now?

*

Timeline & Investments

Logistics behind it all...

What is your ideal start date?

*

Do you have a budget in mind?

*

A

Under $500

B

$500 – $1,000

C

$1,000 – $2,500

D

$2,500 – $5,000

E

$5,000+

How did you hear about The Brand Vault?

*

A

Instagram

B

Referral

C

Google

D

E

TikTok

F

Other

If you were referred, who should we thank?

*

Onboarding Form — The Brand Vault

Welcome to The Brand Vault ✦

About You

Full Name

Business Name

Email Address

Phone Number

Website

Instagram

What city/state is your business based in?

About Your Business

What does your business do? Who do you serve?

How long have you been in business?

How would you describe your brand personality?

Who is your ideal client or customer?

List 2–3 competitors or brands you admire and why

The Project

Which service(s) are you interested in?

Describe your project in detail — what do you need and why?

What is the main goal of this project?

What does success look like to you 90 days after we work together?

Brand & Visual Direction

Do you have existing brand guidelines? (logo, colors, fonts)

If you have brand colors or fonts, list them here

Share any links or images that inspire your visual direction

What feeling should people get when they see your brand?

Social Media

Which platforms do you currently use?

How often are you currently posting?

What type of content performs best for you currently?

What are your biggest social media struggles right now?

Timeline & Investments

What is your ideal start date?

Do you have a budget in mind?

How did you hear about The Brand Vault?

If you were referred, who should we thank?

Is there anything else you'd like me to know before our call?