Client intake questionnaire
After paying, copy the questions below into an email, add your answers, and send it from the address used at checkout.
Required information
- Company name and website.
- Primary contact name and email.
- One-paragraph description of your product or service.
- Target job title or buyer persona.
- Target industry and typical company size.
- The three main problems or outcomes your offer addresses.
- Three example target companies, preferably with URLs.
- Existing value propositions, proof points or case-study facts we may use.
- Preferred tone and examples of copy you like, if available.
Do not email passwords, payment-card data or confidential prospect lists. If sensitive files are necessary, ask for an approved secure upload method. Delivery normally begins once payment and a complete intake are confirmed.