Client Intake Questionnaire

We are so incredibly excited to partner with you! To make sure our team can hit the ground running, please take 10-15 minutes to fill out this deep-dive questionnaire.

We will review all your answers before our Kickoff Call so we can come to the table with fresh, strategic ideas tailored just for your business.

Contact Information & Basics

Organization/Company Name

Website URL

Links to your current active Social Media profiles (IG, FB, TikTok, etc.)

First name

Last name

Phone

Email

Primary Contact Method Preference

Email

Phone Call

Text Message/SMS

Other

Who will be our primary day-to-day contact for approvals and questions? (Name & Email)

Mailing Address (Street, City, State/Province, Zip/Postal Code)

Brand Identity, Audience & Competitors

Who is your exact target audience? (e.g., Busy moms in their 30s, B2B tech founders, local homeowners in Fort Worth. The more specific, the better!)

If your brand was a person, how would you describe their personality/voice? (e.g., Professional and authoritative, witty and casual, educational and warm)

Who are your top 2-3 competitors? (Please include links if possible, and let us know what you like or dislike about what they are doing)

What makes your business completely unique? Why should a customer choose you over those competitors?

Deep-Dive Strategy & Funnel

What is your #1 primary goal for our first 90 days together? (e.g., Grow email list, increase local foot traffic, sell more of X product, general brand awareness)

What are your core products, services, or offers that we should be promoting right now? (Include pricing or average order value if applicable)

Are there any specific topics, industry buzzwords, or visual styles that we should absolutely AVOID associating with your brand?

What is the #1 reason a potential customer hesitates or decides NOT to buy from you?

Historically, what single piece of content, email, or post has resonated the most with your audience?

What is the exact journey you want a customer to take after they click an ad?

Land on a specific product page to purchase immediately

Fill out a lead generation form on our website

Message us directly via DM for a consultation

Call our office or book an appointment

Other

Without holding you to exact numbers today, what does a 'successful' Cost Per Acquisition (CPA) or target Return on Ad Spend (ROAS) look like to you?

Are there any major product launches, seasonal spikes (like holidays or festivals), or big promotions coming up in the next 3-6 months?

Technical Setup & Organic Social Access

Granting Organic Social Access

To ensure our team can manage your daily posts, publish natively, and engage with your community, we need access to your accounts!

Meta Business Suite (Facebook & IG Publishing): Go to your Meta Business Settings > Partners > Add, and grant access using our Business Portfolio ID: 995864543909219 (Please select your Facebook Page and Instagram Account, and toggle the permissions ON so we can manage content and assign our team!)
Native Instagram Access: To post Reels and engage natively, we need to log in through the IG app. Please securely share your Instagram Username and Password with us using a secure tool like LastPass or 1Password (send to Alyssa@KSMarketingStudio.com).

Please confirm you have granted us access to your social platforms

Done! You have Meta Partner access and my IG login via LastPass.

I gave Meta Partner access, but need help sharing the IG password.

I need help doing both of these on our Kickoff Call.

Not applicable (Starting completely fresh)

Other

Paid Ads History & Partner Access

Have you ever run Meta (Facebook/Instagram) or Google Ads before?

Yes, currently running them.

Yes, but we paused them.

No, starting fresh!

Other

Do you currently have an active Meta Business Manager or Google Ads Account set up?

Yes!

No / I'm not sure (We can help you set this up!)

Granting Partner Access

If you already have active ad accounts, please grant us Partner Access so we can review your account history and see what has worked in the past before our Kickoff Call!

For Meta Ads: Go back to your Meta Business Settings > Partners > Add (using our ID: 995864543909219). This time, please share your Ad Account and your Pixel/Dataset so we can run campaigns!
For Google Ads: Go to your Google Ads account > Tools & Settings > Access and Security > Managers, and link our Google Ads Manager ID: 801-773-3399

Please confirm you have assigned us as a Partner (if applicable)

Done! You have access to Meta.

Done! You have access to Google.

Done! You have access to both.

I need help doing this on our Kickoff Call.

Not applicable (Starting fresh)

Final Asset Uploads

⚠️ Important note on files: Please upload all your visual assets directly into the custom Google Drive Folder we linked in your Welcome Email.

Please check the box below to confirm you will upload your assets to your Google Drive folder before our Kickoff Call! We typically need:

High-resolution Logos (PNGs with transparent backgrounds preferred)

Brand Guidelines (Hex codes, fonts, etc., if you have them)

Any current, high-quality photos/videos of your products, team, or services.

I confirm! I will drop my assets into my Drive folder before we meet. ✅

Client Intake Questionnaire

Contact Information & Basics

Brand Identity, Audience & Competitors

Deep-Dive Strategy & Funnel

Technical Setup & Organic Social Access

Granting Organic Social Access

Paid Ads History & Partner Access

Granting Partner Access

Final Asset Uploads

KS MARKETING STUDIO LLC