SECTION 1: BUSINESS SNAPSHOT

Business Name *

Website URL *

Industry/Niche *

Describe your business in one sentence: *

What’s the main goal of your new funnels and campaigns? *

SECTION 2: OFFERS & CUSTOMER JOURNEY

What’s the main offer or service this funnel should focus on? *

Briefly describe your offer (what you sell, who it’s for, what problem it solves): *

What’s the price range of your core offer(s)? *

Do you have any secondary offers or upsells we should know about? *

What’s your ideal customer persona? *

SECTION 2: OFFERS & CUSTOMER JOURNEY

Do you already have a lead magnet or do you want us to create one? *

If we’re creating it — what kind of lead magnet feels right for your audience? *

SECTION 4: FUNNEL DIRECTION

We’re building two funnels for you — what’s the focus of each one? *

Do you have a funnel style preference? *

Minimal & modern (Apple-style)

Bold & high-energy (Gym/Agency style)

Professional & elegant (Luxury/Real Estate)

Direct-response (info product / webinar)

Do you want your funnels to include any of the following? *

Do you have any examples of funnels or websites you like? *

What’s your primary call-to-action (CTA) for each funnel? *

SECTION 5: EMAIL NEWSLETTER ALIGNMENT

Would you like your funnel leads added to a recurring newsletter? *

What type of content do you want your audience receiving after they opt in? *

How often should your newsletters go out? *

SECTION 6: BRAND & CREATIVE DETAILS

Upload or link your brand assets:

(Logo, fonts, colors, brand guide — file upload/URL)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Colors or style you want us to avoid? *

Upload any existing content we should reference (copy, social posts, videos, etc.):

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Paste any links/URLs of an existing content we should reference (copy, social posts, videos, etc.): *

SECTION 7: TECH + INTEGRATION

Do you already use a CRM or platform we should integrate with? *

Will you need booking links, calendar embeds, or automation follow-ups built in? *

Do you want bilingual versions (English/Spanish)? *

SECTION 8: PROJECT TIMELINE & POINT OF CONTACT

Ideal timeline to launch your funnels: *

Who will be our main point of contact for approvals? *

Anything else we should know before our design & strategy kickoff? *