New Client Intake Questionnaire

Please answer as thoroughly and thoughtfully as possible. This questionnaire should take about 30 minutes.

Your Name

You & Your Professional Goals

Some background questions about your professional life.

Tell me about this project. What inspired you to start this whole thing? Feel free to ramble!

Why are you in your profession? What passion drives you professionally?

Where would you like to see your professional life in 6 months? A year? 3 years? Why?

What specific goals do you have to achieve in order for this to happen?

How will this website assist in building your financial future? Are you intending to use it to find a full-time job; a side hustle; full-time freelancing? Something else?

What do you want to be known for professionally? Why?

If you already have a website, what is not working currently? (Beyond "it looks dated" or "the information is no longer relevant")

Your Colleagues & Competitors

Tell me about the competition so we can make you stand out!

List 3-5 websites that are similar to you in terms of profession, service offering, or brand positioning

Who in your field do you admire? Who do you think gets it right in terms of marketing themselves? Why?

What experience, products, or perspective do you bring to the table that makes you more desirable than others who do similar work?

Your Target Audience

Tell me about the people you want looking at your new website.

On your website, do you intend to advertise specific services, appeal to editors, or position yourself for a full-time job? Multiple? Something else?

If you currently sell services, how do your clients find you? List all the ways you communicate with or market to them.

What pain points in your digital presence are not working for you or your audience?

What objections or concerns do potential clients mention when considering working with you?

Are there any ways you do not currently communicate with your audience but are interested in starting?

Your Personal Brand

I know — "personal brand" is an icky way to think of yourself. But if you are selling professional services or on the job market, people see a brand in you whether you want them to or not. Let's take control of your digital presence!

What 3-5 words or phrases would you use to describe your professional persona? Imagine it's a separate person and you're describing them to a friend.

How do you think others would describe your professional persona?

List 3-5 of your personal strengths

Have you ever done any personality typing? If yes, tell me your Myers-Briggs / Enneagram / etc. type and how you think it is or is not insightful about your professional personality.

Your Website

Have you purchased your website URL? If so, what is it?

If you do not have a URL yet, do you know what you want it to be?

Do you have a recent, high-quality headshot?

What colors do you think best represent your brand and why?

What colors would you avoid and why?

List 3-5 websites that embody the words you used above. Give some detail about what you love and why. (These do not have to be in the same industry.)

What is the primary action a site visitor should take when coming to your site? Why?

Is there anything else you want to add that wasn't covered above?