Client onboarding

Tell us about your brand.

Twenty to thirty minutes from someone who knows the brand well. The sharper your answers, the faster we can start producing content that actually sounds and looks like you. Required fields are marked.

1. The basics

So we know who we're working with and how to reach you.

Company name *

Website *

Primary contact name *

Their role

Primary contact email *

Mobile (for urgent only)

Backup contact Name, role, and email. So we're not blocked when you're traveling.

In one sentence, what does your company actually do? *

2. Who you're trying to reach

If we don't know who's on the other end, every post is a guess.

Describe your ideal audience * A paragraph: their role, industry, what they care about, what they're skeptical of.

Top 2 platforms that matter most e.g. LinkedIn first, Instagram second.

What do you want them to do after they see your content? Follow, DM, attend an event, sign up, buy. Be specific.

3. Positioning

What you want to own, and what you want to stay clear of.

In one sentence, what makes you different from your closest competitor? *

3 things you want to be known for *

3 things you do NOT want to be associated with * Topics, competitors, vibes, anything sensitive.

4. Voice

How you sound is the hardest thing to guess. Be specific here.

3 adjectives that describe how you sound *

3 adjectives you do NOT sound like

A piece of content (anywhere, anyone's) you love Drop the link and tell us why in one line.

A piece of content you can't stand Same drill. Useful to know what to avoid.

5. Look

Visual references. The more reference points, the better the output.

Logo files * Drive or Dropbox link to a folder with all formats.

Brand colors Hex codes if you have them, otherwise describe.

Brand fonts

3 to 5 reference accounts or posts Whose visual feel you'd love yours to have. Instagram or LinkedIn links work.

Drive folder of approved photos and footage Anything we have permission to use.

6. Your people and orbit

Who's on camera, who has authority, who we're allowed near.

Who appears on camera or in posts? * Names, roles, one line on why they're credible in your space.

Who on your team can our team speak to directly? Without checking with you first. Saves everyone time.

Partners, customers, ecosystem accounts to tag, mention, or stay close to

Anyone we should NOT engage with Competitors, sensitive accounts, lapsed partners.

7. Substance

What we lean into, what's off-limits, what's coming.

3 topics or themes to lean into *

Topics or terms that are off-limits or need legal review

Big moments coming in the next 90 days Events, launches, announcements, hires, news cycles you'll ride.

In-house phrases, taglines, or terminology Use exactly. Or never say.

8. How we work together

Cadence and approval. Helps us not annoy you.

Approval style *

Every post Weekly batch Trust us until something feels off

Response window when we send things to you

Same day Within 24 hours Within 48 hours

If something goes sideways, who do we call and how fast? Bad comment, PR issue, account hack. Name, channel, expected response time.

Anything else we should know?

We'll confirm receipt within one business day and follow up with anything we need clarified before we start.