ScopeX Media
INTERNAL ONLY
v4.0
// Client Meeting Tool
Client Intake &
Onboarding Master
Fill every section live during the client meeting. Prices auto-fill. AI prompt generates full strategy documents. Download contract PDF and send everything to the client in one email.
01
Client Information
?
?? Questions to Ask
1.
What’s your full name and the official registered name of your business?
2.
Best phone number and email address to reach you?
3.
Where is your business based — office, shop, or home-based?
4.
Do you have a website already, or are we starting from scratch?
5.
In your own words — what does your business do? Walk me through it like I’m a potential customer.
6.
Who is your perfect customer? Age, location, pain points — paint me a picture.
7.
How long has the business been running and how many people are on the team?
8.
Just ballpark — what range is your annual revenue in?
9.
How did you find out about ScopeX?
Tip: Let them answer Q5 without interruption — their exact words become your best ad copy and SEO content.
02
Brand Assets
?
?? Questions to Ask
1.
Do you have a logo? What formats — transparent PNG, SVG, or AI file?
2.
Do you have brand colors? Hex codes, or just describe them?
3.
Is there a specific font or typeface you use or love?
4.
How would you describe your brand’s voice? Professional, friendly, bold, luxury?
5.
Do you have professional photos of your work, team, or space? Video content?
6.
Where are your brand assets stored? What’s the best way to send files to us?
Tip: No logo or colors = Branding upsell. Note it and bring it up in Section 09.
03
Website Access
?
?? Questions to Ask
1.
What platform is your website built on? WordPress, Shopify, Wix — or do you know?
2.
Do you have admin login credentials for the back-end? Can you share access?
3.
Who is your hosting provider — the company that keeps the site live?
4.
Is Google Analytics and Search Console set up? Do you have access?
5.
Where did you register your domain name?
6.
Is SSL active — does the site show a padlock / https in the browser?
Tip: If they don’t know their host, ask them to check billing emails for “invoice from [company].” That finds it in 30 seconds.
04
Google & Ads Access
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?? Questions to Ask
1.
Do you have a Google Business Profile — the listing that shows up on Google Maps?
2.
What Gmail address is that profile connected to? Can you give us manager access?
3.
Have you ever run Google Ads? Existing account, or starting fresh?
4.
Is Google Tag Manager or the Facebook Pixel installed on your site?
5.
Any other analytics tools — Hotjar, Microsoft Clarity, Meta Business Manager?
Tip: If GBP doesn’t exist — flag it immediately. For local businesses it’s the highest-ROI item in month one. Treat as urgent.
05
Social Media Accounts
?
?? Questions to Ask
1.
Which social platforms are you currently on — even if you haven’t posted in a while?
2.
For each: what’s the handle/URL, and roughly how many followers?
3.
What email is each account registered under? Can you give us admin or editor access?
4.
Do you have a Facebook Business Manager account, or just a personal Facebook page?
Tip: Ask to see their phone — pulling up Instagram live gets you accurate follower counts and last post dates instantly.
| Platform | Handle / URL | Login Email | Followers | Access? |
|---|
06
Existing Tools & Software
?
?? Questions to Ask
1.
Do you use a CRM to track leads and clients? HubSpot, Salesforce, spreadsheet?
2.
How do you send emails to your list or past customers?
3.
Online booking tool? Calendly, Acuity, Jane, built into your website?
4.
What do you use for invoicing and accounting?
5.
Are you actively managing your online reviews anywhere?
6.
Any e-commerce, project management, or VoIP tools you rely on?
Tip: Every gap = upsell opportunity. No CRM ? Automation & AI. No booking tool ? Website scope. No reviews ? ORM.
07
Competition & Goals
?
?? Questions to Ask
1.
Who are your top 3 competitors — the businesses you see most or lose work to?
2.
Why would a customer choose you over them? What do you do better?
3.
What’s the #1 thing you want to achieve in the next 90 days?
4.
Do you have a specific lead or revenue target? Give me a number — even rough.
5.
Are you currently spending anything on advertising at all?
6.
What’s the single biggest thing holding your business back right now?
7.
What marketing have you tried before? What worked, what didn’t?
8.
Any restrictions — geographic limits, budget ceiling, topics to avoid?
Tip: Q6 is your most important question. Their answer tells you exactly what pain to lead with. Don’t rush it — let them talk.
08
Kickoff & Communication
?
?? Questions to Ask
1.
Best method for kickoff — phone, video call, in-person, email?
2.
Who is the primary day-to-day contact on your side?
3.
How quickly can you typically respond when we reach out?
4.
How often do you want progress reports — weekly, bi-weekly, monthly?
5.
Anything about your business or situation we haven’t covered that we should know?
6.
Can we book a follow-up call right now to confirm the start date after signing?
Tip: Q6 is your close. Book the follow-up before you leave the room — it dramatically increases contract signing rates.
09
Services Agreed & Investment
?
?? Questions to Ask
1.
Based on everything we discussed, I’m recommending [X, Y, Z]. Does that align with your expectations?
2.
What’s your comfortable monthly marketing budget?
3.
Any services you’d like to hold off on and revisit in 3–6 months?
4.
Month-to-month to start, or 6 or 12 month commitment?
5.
How do you prefer to pay — credit card, e-transfer, bank transfer?
6.
When are you looking to get started?
Tip: Lead with monthly, not setup fee. Once monthly is agreed the setup is easier to justify. Always tie each service back to their #1 goal.
| Service | Tier | Type | Monthly $ | Setup $ | One-Time $ |
|---|
$0
$0
$0
10
Calgary Lawn Sign Program
?
?? Questions to Ask
1.
Have you heard about our lawn sign program? It’s one of the most cost-effective ways to build brand recognition neighbourhood by neighbourhood in Calgary.
2.
H-stake signs (lightweight, easy to place) or metal frame signs (more durable, premium look)?
3.
How many signs, and which areas of Calgary — NW, NE, SW, SE, or all quadrants?
4.
Any specific neighbourhoods important to your business?
5.
What should the sign say? Business name and phone? Service? QR code to website?
6.
Do you have print-ready artwork, or should ScopeX design the sign?
Tip: Lawn signs work best for local service businesses (HVAC, electrical, landscaping, cleaning). Bring it up proactively if they qualify.
Cost Breakdown
Setup (print)
$0
Monthly
$0
11
Assessment Summary FREE CLIENT AUDIT
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? How This Works
?
Score each area 1–10. Observations auto-suggest based on missing info in the form above. The client receives this as a free audit in the same email as their contract — free value first, retainer second. After signing and paying, they receive the full strategy documents listed below.
? Website
–
? SEO & Local Search
–
? Social Media
–
? Paid Advertising
–
? Online Reputation
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? Branding & Identity
–
Audit Retail Value
$750
Provided complimentary — no charge
This assessment is our gift to you. A full digital presence audit from a professional agency typically runs $500–$1,500. We’re providing it at no cost so you can make a fully informed decision — whether you work with us or not. There is no obligation to proceed.
? What You Receive After Signing & First Payment
Within 48 hours of confirmed payment, ScopeX will deliver:
• 90-Day Roadmap — Month-by-month action plan with milestones, priorities, and deliverables
• Business Projections — Conservative lead and revenue projections based on your goals and market
• Branding Guidelines — Colors, typography, voice, tone, usage rules (if Branding service included)
• Google & Meta Ad Plan — Campaign structure, audience targeting, budget breakdown, ad copy direction
• SEO Keyword Strategy — Local and service keywords, competitor gap analysis, build-up timeline
• Content & Social Calendar — Platform-specific posting schedule and content pillars
• Week 1 Onboarding Checklist — Exactly what we need from you to start immediately
This audit and assessment will be sent in the first email. All strategy documents follow within 48 hours of receiving your signed contract and first payment.
• 90-Day Roadmap — Month-by-month action plan with milestones, priorities, and deliverables
• Business Projections — Conservative lead and revenue projections based on your goals and market
• Branding Guidelines — Colors, typography, voice, tone, usage rules (if Branding service included)
• Google & Meta Ad Plan — Campaign structure, audience targeting, budget breakdown, ad copy direction
• SEO Keyword Strategy — Local and service keywords, competitor gap analysis, build-up timeline
• Content & Social Calendar — Platform-specific posting schedule and content pillars
• Week 1 Onboarding Checklist — Exactly what we need from you to start immediately
This audit and assessment will be sent in the first email. All strategy documents follow within 48 hours of receiving your signed contract and first payment.
? What We Need From You to Deliver Everything
Add services in Section 09 to generate the client action checklist.
?? Important Disclosure — Please Read Before Signing
As discussed, we cannot guarantee specific results — including a set number of new leads, clients, or revenue in any given period. Digital marketing results depend on many factors outside our control, including market conditions, competition, platform algorithm changes, your responsiveness, and more.
We will not proceed with any service if, after full assessment of your profile and situation, we feel that the probability of meaningful success is low or unlikely given the available budget, market conditions, or business readiness. In that case, we will tell you honestly and recommend alternative approaches or a different starting point.
What you can expect from ScopeX: transparent communication, expert execution within the agreed scope, bi-weekly reporting, and a genuine effort to move your business forward. We tell you what you need to hear, not what you want to hear — that’s what makes this work.
Once the contract is signed and the first payment is received, strategy documents and onboarding materials will be delivered within 48 hours. The full assessment and audit will accompany the first email.
We will not proceed with any service if, after full assessment of your profile and situation, we feel that the probability of meaningful success is low or unlikely given the available budget, market conditions, or business readiness. In that case, we will tell you honestly and recommend alternative approaches or a different starting point.
What you can expect from ScopeX: transparent communication, expert execution within the agreed scope, bi-weekly reporting, and a genuine effort to move your business forward. We tell you what you need to hear, not what you want to hear — that’s what makes this work.
Once the contract is signed and the first payment is received, strategy documents and onboarding materials will be delivered within 48 hours. The full assessment and audit will accompany the first email.