CONTENT PRO AI STARTER PLAN INTAKE FORM

Section 1: Contact & Company Info

Full Name

Phone *

Email *

Company/Brand Name *

Website URL

Industry/Niche

Section 2: Membership Tier & Goals

Which tier did you purchase? *

Starter

Growth

Elite

What are your top 3 business goals for the next 3 months? *

What is your primary goal for social media?

Brand awareness

Lead generation

Sales Conversions

Community Engagement

Other

Section 3: Target Audience & Voice

Describe your ideal customer in 2–3 sentences *

List your audience’s top 3 pain points. *

What are the key benefits your product/service delivers *

Choose your brand voice/tone (select all that apply) *

Friendly & conversational

Professional & authoritative

Fun & playful

Inspirational & motivational

Other

Section 4: Brand Assets & Guidelines

Upload your logo

Provide your brand color hex codes (primary & secondary)

Primary
Secondary

List your brand’s fonts

Share 2–3 example posts you love

Link 1
Link 2
Link 3

Share 2–3 example posts you love

List any “Do’s” or “Don’ts” for your brand visuals or copy

Section 5: Social Media & Content Preferences

Which platforms should we create content for? (select all) *

Facebook

Instagram Feed

Instagram Stories/Reels

TikTok

Twitter/X

Blog posts

Do you have any recurring themes or monthly campaigns?

Preferred post formats?

List 3–5 core CTAs you use

Section 6: Access & Scheduling

Do you want us to schedule posts automatically, or deliver for you to review? *

Auto-schedule

Deliver for review

If auto-scheduling, please share your social-media scheduler login (Buffer/Meta Suite/Hootsuite)—or instructions to connect *

If you prefer review, what’s your feedback window? *

Preferred days/time windows for posting *

Section 7: Additional Notes

Anything else we should know to nail your first Content Pack?

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Your vision deserves more than guesswork. Partner with a coach who’s committed to helping you turn your idea into income — step-by-step, no fluff.

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CONTENT PRO AI STARTER PLAN INTAKE FORM

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