Intake Form - The Brandsmen

Section 1: Company Overview

Company Name(Required)

Website URL

Year Founded

Headquarters / Location(s)

Location Service Areas

Brief History of the Company

Company Mission Statement

Core Values

Taglines or Slogans

Company Size (# of employees)

Key Leadership/Staff Bios (owners, executives, subject matter experts)

Professional Certifications, Licenses, or Accreditations

Section 2: Products and Services

Do you primarily offer products, services, or both?

Products

Services

Both

List Your Products/Services (paste a list; we will refine featured items below)

Product/Service 1

Name of Product/Service 1

Detailed Description 1

Features 1

Benefits 1

Process (step by step) 1

Pricing or Pricing Structure 1

Service/Delivery Areas 1

Unique Aspects (tech, methodology, design) 1

Warranties, Guarantees, or Service Promises 1

Case Studies / Project Examples / Success Stories 1

Product/Service 2

Name of Product/Service 2

Detailed Description 2

Features 2

Benefits 2

Process (step by step) 2

Pricing or Pricing Structure 2

Service/Delivery Areas 2

Unique Aspects (tech, methodology, design) 2

Warranties, Guarantees, or Service Promises 2

Case Studies / Project Examples / Success Stories 2

Product/Service 3

Name of Product/Service 3

Detailed Description 3

Features 3

Benefits 3

Process (step by step) 3

Pricing or Pricing Structure 3

Service/Delivery Areas 3

Unique Aspects (tech, methodology, design) 3

Warranties, Guarantees, or Service Promises 3

Case Studies / Project Examples / Success Stories 3

Product/Service 4

Name of Product/Service 4

Detailed Description 4

Features 4

Benefits 4

Process (step by step) 4

Pricing or Pricing Structure 4

Service/Delivery Areas 4

Unique Aspects (tech, methodology, design) 4

Warranties, Guarantees, or Service Promises 4

Case Studies / Project Examples / Success Stories 4

Product/Service 5

Name of Product/Service 5

Detailed Description 5

Features 5

Benefits 5

Process (step by step) 5

Pricing or Pricing Structure 5

Service/Delivery Areas 5

Unique Aspects (tech, methodology, design) 5

Warranties, Guarantees, or Service Promises 5

Case Studies / Project Examples / Success Stories 5

Section 3: Industry and Market Position

Industry/Field(s) You Operate In

Years of Experience in the Industry

Core Competencies (strongest skill sets or offerings)

Niche Focus (special markets, industries, or customer types)

Key Competitors

What Differentiates You From Competitors?

Awards, Recognitions, or Media Mentions

Partnerships or Affiliations (vendors, associations, alliances)

Section 4: Target Audience

Primary Customer Types (B2B, B2C, demographics, industries)

Ideal Client Profile (budget, size, location, needs)

Common Customer Pain Points or Problems You Solve

Most Frequently Asked Questions by Customers

Testimonials, Reviews, or Client Quotes

Notable Client List (if allowed to share)

Section 5: Marketing and Branding

Current Brand Voice/Style (formal, friendly, expert, casual, etc.)

Words or Phrases You Want Associated With Your Brand

Words or Phrases You Want Avoided

Current Marketing Channel Links (website, blog, social media, ads, email, etc.)

Links to Existing Marketing Assets (brochures, videos, pitch decks, graphics)

Keywords You Would Like to Show Up For in Google

AI Questions You Would Like to Show Up In the Answers For (e.g., “What is the best [service] in [city]?”)

Links to Branding Guidelines (logos, fonts, colors, messaging)

Section 6: Data, Stats, and Proof Points

Company Stats (growth numbers, # of clients served, revenue milestones)

Industry Statistics Relevant to Your Business (we can cite in content)

Internal Research, Whitepapers, or Proprietary Data

Common Results Achieved for Clients (percentages, ROI, time saved, etc.)

Key Metrics That Showcase Success

Internal Quote 1

Quote Text 1

Staff Member’s Name 1

Staff Member’s Position 1

Internal Quote 2

Quote Text 2

Staff Member’s Name 2

Staff Member’s Position 2

Internal Quote 3

Quote Text 3

Staff Member’s Name 3

Staff Member’s Position 3

Internal Quote 4

Quote Text 4

Staff Member’s Name 4

Staff Member’s Position 4

Internal Quote 5

Quote Text 5

Staff Member’s Name 5

Staff Member’s Position 5

Additional Quotes and Messages

Section 7: Content Opportunities

Blog Topics or Themes You Want Covered

Important Seasonal/Annual Events in Your Industry

Specific Campaigns, Launches, or Promotions Coming Up

Content Formats of Interest

Blogs

Case Studies

Landing Pages

Guides

Videos

Other

Stories, Anecdotes, or Examples That Reflect Your Brand Personality

Section 8: Authored Content

Author 1

Author 1 – Full Name

Author 1 – Position/Role

Author 1 – LinkedIn Profile Link

Author 1 – Bio on Author Expertise

Author 1 – Content Categories They Can Author

Author 2

Author 2 – Full Name

Author 2 – Position/Role

Author 2 – LinkedIn Profile Link

Author 2 – Bio on Author Expertise

Author 2 – Content Categories They Can Author

Author 3

Author 3 – Full Name

Author 3 – Position/Role

Author 3 – LinkedIn Profile Link

Author 3 – Bio on Author Expertise

Author 3 – Content Categories They Can Author

Section 9: Legal and Compliance

Disclaimers or Legal Language Required in Content

Compliance Standards in Your Industry (HIPAA, FINRA, FDA, etc.)

Any Restrictions on What We Can/Can’t Say

Section 10: Future Vision

Short-Term Business Goals (next 1–2 years)

Long-Term Vision (5+ years)

New Markets or Products in Development

Aspirations for How You Want the Brand to Be Perceived

Client Content Intake Form