Client Onboarding & Project Intake Form

1

Business Information

The basics about your business and how to reach you.

Legal business name*

Public / DBA business name

Primary contact name*

Phone

Email*

Business address

City

State

Business hours

Opening / grand-opening date (if applicable)

Website / domain (if existing)

Service area / cities served

2

Business Overview

Tell us what you do, who you serve, and what makes you different.

Briefly describe the business and what you sell or provide

Top products / services (list in priority order)

Primary target customers

Main competitors (if known)

What makes your business different / strongest selling points?

Primary goal for this project*

3

Branding & Creative Assets

What you already have helps us build something consistent.

Do you have an existing logo?

Do you have photos / videos available?

Preferred / brand colors

Preferred style

Tagline / slogan (if any)

Describe photos / videos you can provide

Brands, designs, colors, or styles you do NOT want

4

Website Requirements

Only fill this out if a website is part of your project.

Do you already own a domain?

Domain name (existing or preferred)

Pages needed on the website

Required features

Preferred customer call-to-action

Business phone / email to display publicly

Required policies, disclaimers, licenses, or certifications

Examples of websites you like (optional)

5

Google Business Profile

For GBP setup or optimization — skip if not applicable.

Do you have an existing Google Business Profile?

Exact business name to use on Google

Physical address or service-area business?

Primary business category (if known)

Additional services / categories

Public phone for Google listing

Business hours for Google listing

Existing profile issues, suspension, duplicate listing, or verification problems

6

Social Media

Existing accounts and what you need managed or set up.

Existing social media accounts

Platforms Studio Z should set up or manage

Profile usernames / links

Primary content goals

Preferred posting tone / style

Promotions / offers to feature

Topics, images, or content that should NOT be posted

7

Advertising

For Google Ads or Facebook & Instagram Ads — skip if not included.

Advertising platforms

Google AdsFacebook & Instagram AdsYelp AdsOther

Approximate monthly ad budget

Do you have existing ad accounts?

Primary advertising goal

Geographic target area

Priority products / services to advertise

Past advertising results or problems we should know about

8

Files, Access & Approvals

Who approves work and how we'll collaborate.

Please note: After submitting this form, send logos, photos, videos, menus, price lists, service lists, brochures, and other approved content via email to [email protected]. Studio Z will request account access through official user/manager invitations — do not include passwords or payment details on this form.

Person authorized to approve content / design

Best method for approvals

Typical approval turnaround time

9

Final Notes

Anything else we should know before production begins.

Anything else Studio Z should know before production begins?

Special deadlines, launch events, promotions, or priorities

I confirm that the information and materials supplied are accurate to the best of my knowledge and that I am authorized to provide them for use on this project.