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Clarity Package Intake Form

Business Foundations

Name

First Name

Last Name

Phone

Business Name

Website/URL

Industry/Niche

Location (City/State)

In 2–3 sentences, how would you describe what your business does?

What are your primary business goals over the next 6–12 months?

What’s currently standing in the way of those goals?

If you have a revenue target for the next 12 months, what is it?

What are your BIGGEST 1 - 2 paint points right now?

Ideal Customer & Audience Insights

Who is your ideal customer or client?

What pain points do you solve for them?

Have you successfully reached this audience yet? (Please explain.)

Please describe a few real examples of your best past or current clients.

What reasons do your ideal clients usually give for choosing you?

What objections do you typically hear from potential customers?

How do most new customers first hear about you?

What is your average lead response time once an inquiry comes in?

Brand Identity and Messaging

What’s your current brand message or elevator pitch?

Do you feel like your messaging is landing? Why or why not?

If you could describe your brand personality in 3–4 words, what would they be?

Are there any brands (inside or outside your industry) that you admire for their style, service, or positioning?

Paste any links or upload files of marketing content you’ve used (optional).

Maximum file size: 67.11MB

Links

Your Offer(s)

What is your current main product or service offering?

What’s included in this offer, and what is the typical price range?

Do you offer any premium, bundled, or upgraded versions of your main offer? (If yes, describe.)

Section

List 2–3 competitors you consider relevant.

What are they doing well that you notice?

Where are they falling short? (Opportunity for you to stand out.)

Is there a business or brand you would like to model in some way?

Marketing, Sales, and Infrastructure Snapshot

Which marketing channels are you currently using? (Website, Social Media, Paid Ads, Events, Email, etc.)

What’s working right now?

What’s not working or could be improved?

Do you have access to any analytics, dashboards, or reports? (If yes, describe or paste links.)

What tools or systems do you currently use to quote, close, and follow up with prospects? (CRM, manual, other.)

Do you use a CRM system? (If yes, which one?)

Visual Brand Presence and Customer Experience

How would you describe your visual brand presence (website, social media, in-person)?

Do you have professional photos or branded visual content? (Yes/No/Working on it)

What impression do you want potential clients to feel when they first encounter your brand?

Proof Assets / Authority Signals

Do you have active Google My Business profiles? (If yes, what are your average ratings?)

Do you have client testimonials, awards, or notable project examples?

Do you have any Certifications, Licenses or relevant education/degrees?

Are you partnered with any notable brands, manufacturers, or certifying bodies?

Final Section

What would "winning" look like for your business over the next 12–18 months if we get this right?

Is there anything else you feel I should know to better understand your brand, business, or goals?