Marketing Playbook · Client Intake

A complete intake for
a playbook built around your firm.

This form gathers the context an audit needs to produce recommendations specific to your industry, audience, capacity, and tools — rather than generic best practices. Allow fifteen to twenty-five minutes; progress saves automatically.

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One field shapes the rest. The industry selector in Section 1 reveals industry-specific questions and routes the audit to the regulatory environment, audience patterns, and channel mix that match your business.

I
Firm Identity
Basic identity, industry classification, and scale. The industry selector determines what additional questions appear below.

Lowercase, no spaces. Used for output filenames.

Select the primary industry your firm operates in. This determines which industry-specific module the audit loads.

RIA-specific questions

Where does most revenue or client time come from? Select all that apply.

Healthcare-specific questions

Do you accept patients seeking a second opinion before a procedure recommended elsewhere?

Tax & Financial-specific questions
Tech Solutions-specific questions

What's the main conversion goal? What does success look like?

Industry details

If your industry isn't yet supported with a dedicated module, the audit will be more general.

Industry-appropriate scale: AUM for RIA, revenue/ARR for tech, patient volume for healthcare.

II
Branding
Brand colors, logo, and voice — used to style the final HTML playbook deliverable.

Upload your logo to use on the final playbook deliverable. SVG preferred (scales crisply); PNG, JPG, and PDF also work. If you don't have a finalized logo yet, skip this — we can work without.

Drop your logo here or click to browse
SVG · PNG · JPG · PDF · up to 5 MB
filename.svg
SVG 12 KB

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III
Tech Stack
What tools do you currently use, across ten categories? "None" and "unknown" are legitimate values — please don't guess if you're not sure.
IV
Audit Context
Tier requested, goals, capacity, and what you specifically need from this playbook.

Realistic, not aspirational. Typical for independent professional services firms: 4-6 hours/week from principal plus admin support.

V
Contact
Where prospects book — used for the primary call-to-action on your final playbook.

Used as the primary CTA. Typically Calendly for service firms; may be a demo URL for tech.

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