Whenever we begin a new engagement, we send over the Client Intake Questionnaire for our client to complete. They typically take 3-5 days to fill it out and send it back to us.

The Questionnaire has 27 questions and 5 sections:

• Background
• Customers
• The Customer Journey
• Competitors
• Goals

This document has been indispensable for our team when preparing for project kickoffs and research.

Comes in Word Document (.docx) format. You can upload this to Google Docs and send it out to clients to fill out (that's what we do).