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TCE - Client Intake Form

Welcome to The Curated Experience (TCE) !
Please complete the intake form below so we can understand your project, goals, and vision.

Section 1: Contact Information

Full Name

Email

Phone Number

Preferred Communication Method

A
B
C

Section 2: Business Details

Business Name

Website URL

Industry / Niche

Tell us about your business in 1–2 sentences

Are you selling a product?

A
B

Who is your ideal customer?

What stage is your business in?

A
B
C
D

Section 3: Project Overview

What services are you interested in?

If other, please describe below:

Briefly describe what you're looking to create or improve:

Section 4: Goal & Vision

What are your top 3 goals for this project?

What does success look like to you?

Are there any specific problems you're currently facing with your brand?

What prompted you to reach out right now?

Section 5: Social Media Presence

What platforms are you currently active on

Section 6: Inspiration

Are there any specific styles, aesthetics, or visuals you're drawn to?

List 2–3 brands (inside or outside your industry) whose social presence you admire. Why?

Section 7: Timeline & Budget

Desired Start Date

Desired Completion / Launch Date

Are there any important deadlines or launches tied to this project?

What is your estimated budget for this project?

A
B
C
D
E
F

Section 8: Project Collaboration

How involved do you want to be in the creative process?

A
B
C

Any concerns or special requests?

Is there anything else I should know about your business before moving forward?

Section 9: Final Step

How Did You Hear About TCE?