Client Intake Master - ScopeX Media

Client Intake & Onboarding

Fill every section during the meeting. AI prompt builds live. Download as Word or submit by email when done.

Client Information

Client Name *

Business Name *

Phone Number

Email Address

Business Address

Website URL

What They Sell / Service They Provide (in their words)

Ideal Target Customer

Meeting Date

Contract Start Date

Brand Assets

Logo Format Available

Brand Colors (Hex Codes)

Brand Fonts

Professional Photos?

Video Content?

Assets Stored At

Best Way to Receive Files

Website Access

Website Login URL

cPanel / Hosting Access?

Google Analytics?

Google Search Console?

Google

GBP Manager Access Needed?

Google Ads Account?

Google Ads Account ID

Social Media Accounts

Platform	Handle / URL	Login Email	Access Given?
Instagram
Facebook Page
Facebook Ads
LinkedIn
TikTok
YouTube

Existing Tools & Software

CRM

Email Marketing

Booking / Scheduling

POS System

Invoicing / Accounting

Review Platform

Live Chat on Website

E-commerce Platform

Project Management

Other Tools

Kickoff & Communication

Best Kickoff Contact Method

Primary Day-to-Day Contact

Anything Else ScopeX Should Know Before Kickoff

Services Agreed & Investment

Service Name	Tier	Type	Monthly $	Setup $

Total Monthly

Total Setup

Contract Term

Follow-Up Call Booked

AI Master Prompt

Live — Updates as you type above

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Word file downloads instantly to your device. Email opens your mail client pre-filled with all form data.