Client Information Intake
Help us understand your business better
Business Information
Legal Name
*
Trading Name
ABN
*
Locations
*
Service Areas
*
Services & Products
Top Services/Products (Rank 1–3)
*
1.
2.
3.
Market Position
UVPs, Guarantees, Certifications/Licences
*
Main Competitors (3–5)
Target Market
Seasonality & Key Dates
*
Primary Personas
*
Target Geographies
*
Performance & Operations
KPIs
*
Sales Process & CRM
*
Brand & Assets
Brand Guidelines
*
Approved Creative Assets
*
Website Platform
*
Compliance
Legal/Compliance Constraints
Submit Intake Form
