Client Intake Form

Business Onboarding
Questionnaire

Select one or more services — we'll walk you through each tailored intake to build the right strategy.

Choose your service(s)
You may select more than one — questionnaires will be completed in sequence.
✓
🖥
Web Design &
Development
✓
📣
Social Media
Management
✓
📒
Bookkeeping &
Accounting
Step 01
Tell us about your business
Let's start with the essentials — who you are and what you do.
Leave blank if you don't have one yet.
Step 02
Goals & vision
What should this website accomplish for your business?
Primary goals for the website *
0 / 3 selected
Pages & features needed (select all that apply)
Step 03
Design & branding
Your visual identity shapes the very first impression — let's get it right.
Preferred visual style *
Existing brand kit status *
Step 04
KPIs & success metrics
Choose up to 3 KPIs that matter most — tap a card to set a target.
0 / 3 selected
Monthly Organic Traffic
Unique visitors arriving through search engines each month.
Conversion Rate
% of visitors completing a desired action — form fill, purchase, or inquiry.
Lead Form Submissions
Total contact / inquiry forms filled per month via the website.
Bounce Rate
% of visitors who leave after viewing one page. Lower = better engagement.
Page Load Speed
Average load time and Core Web Vitals score — affects both UX and SEO.
SEO Keyword Rankings
Number of target keywords ranking on Google Page 1 within the first 3 months.
Average Session Duration
How long visitors spend on your site per visit — indicates content value.
Return Visitor Rate
% of visitors who come back — signals content quality and brand loyalty.
E-commerce Revenue
Monthly sales revenue directly attributed to the website (for online stores).
Cost Per Acquisition (CPA)
Total ad spend ÷ conversions from paid traffic. Applies if running ads.
Step 05
Timeline & final notes
Last few details to complete your Web Design intake.
Website copy (written content) status *
Step 01
Introduce your brand
Before we strategize, let's understand who you are online.
Platform Presence
Active platforms (we manage FB, IG, TikTok & LinkedIn)
Approximate current follower counts
Step 02
Goals & audience
Who are you reaching and what do you want to achieve?
Primary social media goals *
0 / 3 selected
Brand voice & tone *
Step 03
Content & strategy
Map out your content mix and creative direction.
Content types you want (select all that apply) *
Existing brand guidelines *
Step 04
KPIs & success metrics
Choose up to 3 KPIs — filter by platform and tap a card to set a target.
Filter by platform
0 / 3 selected
Follower Growth
Net new followers / connections gained per month.
FBIGTTLI
Reach
Unique accounts that saw your content at least once.
FBIGTTLI
Impressions
Total times content was displayed, including repeat views.
FBIGTTLI
Engagement Rate
Total interactions (likes, comments, shares, saves) ÷ reach × 100.
FBIGTTLI
Post Saves
Users saving your post for later — a strong valuable-content signal.
IGTT
Shares & Reposts
Content shared to others' feeds — organic reach amplification.
FBIGTTLI
Video Views & Watch Time
Total views and avg. seconds watched on Reels & TikToks.
IGTT
Story Views & Replies
Unique viewers and DM replies generated from Instagram Stories.
IG
Link Clicks / Website Traffic
Clicks on links in bio, posts, or stories driving traffic to your site.
FBIGLI
Leads Generated
Form fills, DM inquiries, or lead form submissions from social content.
FBIGLI
Cost Per Lead (CPL)
Ad spend ÷ leads generated. Applies only if running paid campaigns.
FBIGLI
LinkedIn Profile Views
Unique visits to your LinkedIn Company Page or personal profile.
LI
TikTok FYP Reach Rate
% of views coming from non-followers via the For You Page algorithm.
TT
Content Consistency Score
% of scheduled posts published on time vs. the planned content calendar.
FBIGTTLI
Step 05
Operations & workflow
Final logistics to ensure a smooth, professional collaboration.
Who has final say before content goes live?
Interest in paid social ads *
Raw content provision (photos, videos)
Step 01
Tell us about your business
Your structure and history determine the right accounting approach.
Step 02
Current financial setup
Understanding your present setup helps us transition smoothly.
Current accounting software or method *
Business accounts & cards
Payroll status *
How do you handle receipts & invoices?
Step 03
Services needed
Select all that apply — we'll build a package around your situation.
Required services (select all that apply) *
VAT registration status
Step 04
KPIs & financial metrics
Choose up to 3 KPIs to track your business's financial health — tap a card to set a target.
0 / 3 selected
Gross Profit Margin
(Revenue − COGS) ÷ Revenue × 100. Core profitability before overhead.
Net Profit Margin
Net income ÷ Revenue × 100. The true bottom-line profitability indicator.
Monthly Operating Cash Flow
Cash generated from core business operations each month — not the same as profit.
Days Sales Outstanding (DSO)
Avg. days to collect payment from clients after invoicing. Lower = healthier cash flow.
Days Payable Outstanding (DPO)
Avg. days to pay your suppliers. Managed well, it optimizes cash on hand.
Revenue Growth Rate
Month-over-month or year-over-year revenue increase percentage.
Operating Expense Ratio
Total operating expenses ÷ Revenue. Measures how efficiently the business runs.
BIR Filing Compliance Rate
% of required tax filings (monthly, quarterly, annual) submitted on time.
Budget vs. Actual Variance
Difference between projected and actual income/expenses each period.
Break-even Revenue
Minimum monthly revenue needed to cover all fixed and variable costs.
Step 05
Access & reporting
How we'll work together and what you'll receive.
Do you have a CPA or tax attorney we'll coordinate with? *
Reports needed regularly (select all that apply) *
Preferred report delivery *
Investor or lender reporting requirements?
Section complete
↓
Up next
🎉

All done!

Your intake questionnaire has been submitted. We'll review your responses and be in touch shortly.

Services submitted

Expect a tailored strategy proposal within 2–3 business days.