New Client

Complete this questionnaire to build a rich client memory file. Your AI operator will use this context for every task you submit for this client.

Basic Information

Core details about the client.

Business Name*

Industry*

Website

Monthly Marketing Budget

Optional — helps scope recommendations.

Business Description*

2–4 sentences. This becomes the anchor for all AI context.

Who is the main point of contact?

Full Name

Phone

Who are they trying to reach and what does success look like?

Target Audience*

KPIs & Success Metrics

One KPI per line, or comma-separated.

Current Marketing Channels

Channels they are currently using or plan to use.

How should the AI write and speak for this client?

Brand Voice

Brand Personality

Tone Keywords

A handful of adjectives that describe the ideal tone.

Things to Avoid

Who are the main competitors?

Competitors

Additional Notes