ClientIntakeForm

Preferred Contact Method

Phone

Business Overview

Briefly describe your business (industry, services, and target audience)

What makes your business unique compared to competitors?

Who is your ideal customer?

Marketing Goals

What are your main objectives? (Check all that apply)

Increase brand awareness

Drive website traffic

Generate leads/sales

Grow social media following

Improve engagement rates

Strengthen brand identity

Key performance indicators you care about most:

Conversions / Sales

Website traffic

Cost per lead (CPL)

Return on ad spend (ROAS)

Engagement (likes, shares, comments)

Followers growth

Services Requested

A. Social Media Management (Which platforms should we manage for you?)

Facebook

Instagram

TikTok

Twitter / X

YouTube

Snapchat

B. Paid Advertising (Select platforms you want to advertise on)

Google Ads (Search & Display)

YouTube Ads

Facebook / Instagram Ads

TikTok Ads

LinkedIn Ads

Pinterest Ads

Snapchat Ads

Web Design & Development

New Website Build

Website Redesign

Landing Page Creation

E-commerce Setup

Website Maintenance

SEO (Search Engine Optimization)

Full SEO Strategy

On-Page Optimization

Technical SEO

Local SEO

Link Building

Content Strategy

Branding & Graphic Design

Logo Design

Brand Style Guide

Business Cards / Stationery

Social Media Templates

Marketing Materials (flyers, brochures, posters)

Email Marketing & Automation

Newsletter Setup

Automated Drip Campaigns

Lead Capture Forms

CRM Integration

Content Creation (Photo/Video)

Product Photography

Lifestyle / Branding Photography

Video Ads

Explainer Videos

Reels / TikToks / Shorts

Long-form Video

Current Marketing

Which platforms are you currently active on?

Provide links to your active social media pages.

Are you currently running paid ads?

Yes

Do you have tracking installed?

Google Analytics

Meta Pixel

TikTok Pixel

What has worked well for your business so far?

What challenges have you faced in marketing?

Brand Assets

Do you have a logo?

Yes

Do you have a brand style guide?

Yes

Budget & Timeline

What is your monthly marketing budget?

Under $1,000

$1,000 – $3,000

$3,000 – $5,000

$5,000 – $10,000

$10,000+

When would you like to start working with us?

Immediately

Within 1 month

Within 3 months

Do you have any deadlines, product launches, or campaigns we should know about?

Additional Information

How did you hear about ScopeX Media?

Referral

Social Media

Google Search

Any other notes or requests?

Uploads

Please upload any logos, brand colors, fonts, or other design assets you’d like us to include.

Upload File

FileExample.pdf

Max File Size: 10 MB

Agreement

By submitting this form, you agree to be contacted by ScopeX Media regarding your marketing needs.

I accept the Terms of Service

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Scope X Media Client Intake Form

Business Information