# Client intake questionnaire

> Editable questionnaire. Complete only fields relevant to the agreed engagement. Use business information and approved asset links. Do not enter passwords, security answers, recovery codes, API keys, payment-card details or private customer records.

Client: [Business name]
Completed by: [Name/role]
Date: [Date]
Agency contact for questions: [Name/channel]
Scope reference: [Accepted engagement]

## 1. Business identity and contacts

Public trading name: [Confirmed name].
Legal name, if needed for the engagement: [Name or not required].
Website: [URL].
Locations included in this project: [Location names and identifiers].
Public contact information to use: [Business phone/email/address as appropriate].
Are customers served at the location, at their own premises, online or by appointment? [Explain].
Who can verify these details? [Name/role].

Keep location-specific details separate when they differ. Do not assume that one branch's hours, services or contact person applies to every branch.

## 2. Services and priorities

Which services are the priority for this engagement? [List and explain].
Which services should not be promoted? [List or none].
Which geographic areas can the business actually serve? [Areas and limits].
What type of enquiry is useful to the business? [Definition].
Are there operating or capacity constraints the agency should know? [Relevant facts].
What does a useful outcome look like in your own words? [Objective].

## 3. Current activity and context

What work is already underway that overlaps with this project? [Activity and owner].
Are there launch dates, busy periods, closures or other events affecting the plan? [Dates/context].
Which competing or comparable businesses should the team understand, and why? [Names and context].
What worked or caused difficulty in earlier agency relationships? [Relevant lessons].
Which assumptions in the proposal still need checking? [Questions or none].

## 4. Content and approved assets

Brand materials and approved logos: [Link to agreed storage location].
Photos or other assets appropriate for this project: [Links and intended use].
Person who can confirm the right to use supplied assets: [Name/role].
Service facts and subject-matter reviewer: [Source/person].
Claims, qualifications or figures needing verification: [Items and source].
Tone or publication boundaries: [Practical guidance].
Content approval authority: [Name/role].

Providing a fact and approving its final published wording are separate steps. Mark uncertain information so the team can resolve it before publication.

## 5. Account access planning

Which systems are required for the agreed tasks? [Names].
Who administers each relevant account or property? [Business contact, not credentials].
Where should the agency send the appropriate delegated-access request? [Approved contact/channel].
Are another agency or internal team currently involved? [Contact and coordination needs].
Are any assets or ownership details unclear? [Question and person investigating].

Use the accompanying access worksheet to identify the asset, purpose, requested role and verification status. Grant access through the platform's supported process. Keep secrets out of forms, notes, spreadsheets and ordinary messages.

## 6. Reporting and decisions

What counts as an enquiry or qualified lead for this engagement? [Definitions].
Who keeps lead stages or sales records current? [Name/process].
Which sources can support the baseline? [Systems and date ranges].
Which known data gaps affect comparison? [Gaps or none].
Who should receive reports? [Names/roles].
How will questions and feedback be consolidated? [Process].
Who can approve a scope change? [Name/role].

## 7. Confirmation and open questions

Facts confirmed by: [Name/date].
Items still uncertain: [Question, owner and expected response].
First deliverable dependencies supplied: [Items].
First deliverable dependencies outstanding: [Items, owners and dates].
Preferred next update: [Date/channel].

The agency should review these answers, verify required access and confirm the first delivery plan. Submitting this questionnaire does not by itself mean all account permissions work or that every draft claim is approved for publication.