Advertising Content Copywriting Client Intake Form

Thank you for choosing our copywriting services! This form helps us understand your business, goals, and expectations to deliver compelling and effective advertising content tailored to your needs.

Business & Contact Information

First Name

Last Name

Business/Company Name

Industry/Niche


Job Title

Email Address


Phone Number

Website (if applicable)

Social Media Handles (if applicable)

Brief Description of Your Business (What you do, who you serve, unique value proposition)

Project Overview & Goals

What type of advertising content do you need? (Check all that apply)

What is the primary goal of this copy? (Select up to 3)

Do you have a specific campaign or promotion this copy will support?

Target Audience & Messaging

Who is your ideal customer? (Describe demographics, pain points, desires, objections):

What key message do you want to communicate? (Core value proposition, unique selling points):

What tone & style should the copy reflect? (Check all that apply)

Do you have any brand voice guidelines or preferred phrases to include?

Description

Upload File

Notes

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Are there any competitors or brands whose copy you admire?

Content Details & Expectations

Do you have existing content that needs rewriting or optimization?

Do you have a preferred word count or structure for the copy? (e.g., Short & punchy vs. detailed & informative)

What specific call-to-action (CTA) should be included? (E.g., "Buy Now," "Sign Up," "Learn More")

Do you need SEO optimization?

Do you require any supporting visuals or design collaboration? (e.g., working with a designer for ad creatives)

What is your desired turnaround time?

Do you have any specific formatting or submission requirements? (e.g., Google Doc, PDF, direct upload to CMS)

Budget & Additional Notes

What is your estimated budget for this project? (Helps us tailor solutions accordingly)

Is this a one-time project or an ongoing copywriting need?

Any additional comments, references, or expectations we should know about?

Next Steps:


Once submitted, we’ll review your responses and schedule a consultation (if needed) to finalize project details. Thank you for your time—we’re excited to work with you!


Client Intake Form Insights

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Here’s a detailed breakdown of the Client Intake Form, explaining why each section is included, what insights it provides, and how it helps deliver better results for the client.

1. Business & Contact Information

Purpose:

  • Establishes basic details about the client’s company and contact person.
  • Helps in formal communication and ensures all stakeholders are aligned.

Key Insights Gained:

  • Industry/Niche: Identifies the market segment, allowing for industry-specific language (e.g., B2B vs. B2C, tech vs. healthcare).
  • Website/Social Media: Reveals existing branding, voice, and gaps in current messaging.

Why It Matters:

  • Avoids generic copy by tailoring content to the business’s unique positioning.
  • Ensures consistency with existing brand assets.

2. Project Overview & Goals

Purpose:

  • Defines the scope of work (what type of copy is needed).
  • Clarifies the primary objective (e.g., conversions vs. brand awareness).

Key Insights Gained:

  • Type of Content Needed: Determines whether the copy requires a direct-response (sales-focused) or brand storytelling approach.
  • Campaign Context: If tied to a promotion (e.g., Black Friday), the copy must align with campaign urgency.

Why It Matters:

  • A landing page for lead generation needs a different structure than a blog post for SEO.
  • A Google Ad requires concise, high-impact phrasing, while a video script may need a conversational flow.

3. Target Audience & Messaging

Purpose:

  • Ensures the copy speaks directly to the ideal customer.
  • Defines brand voice and competitive positioning.

Key Insights Gained:

  • Customer Pain Points: Copy must address frustrations (e.g., "Tired of slow software?").
  • Tone & Style: A law firm may need a professional tone, while a DTC e-commerce brand may prefer casual, fun language.
  • Competitor References: Helps benchmark against industry standards.

Why It Matters:

  • A mismatch in tone (e.g., slang in a corporate B2B ad) can alienate the audience.
  • Knowing competitors helps craft differentiated messaging.

4. Content Details & Expectations

Purpose:

  • Specifies technical requirements (SEO, word count, CTAs).
  • Sets timelines and deliverables format.

Key Insights Gained:

  • Existing Content for Rewriting: Shows what’s not working (e.g., low-converting landing page).
  • SEO Needs: If keywords are provided, the copy must balance persuasion + search intent.
  • Urgency Level: Rush projects may require prioritization.

Why It Matters:

  • A short Facebook ad needs a strong hook, while a long-form sales page needs storytelling.
  • If the client needs SEO-optimized blog posts, keyword placement must feel natural.

5. Budget & Additional Notes

Purpose:

  • Aligns expectations on pricing and project scale.
  • Identifies opportunities for long-term collaboration.

Key Insights Gained:

  • Budget Range: Helps propose solutions (e.g., a startup may need a single landing page, while an enterprise may want ongoing content).
  • Ongoing Needs: Retainer opportunities vs. one-time projects.

Why It Matters:A limited budget may require prioritizing highest-impact copy (e.g., a sales page over a blog post).

  • If the client needs monthly email campaigns, a retainer model could be more cost-effective.

How This Form Improves Copy Quality

  1. Reduces Revisions – Clear expectations upfront minimize back-and-forth edits.
  2. Ensures Strategic Alignment – Copy is optimized for business goals, not just creativity.
  3. Personalizes Messaging – Tailored to the audience’s language and pain points.
  4. Improves ROI – Focuses on high-converting elements (CTAs, urgency, benefits).

Potential Enhancements

  • Competitor Analysis Section – Ask for 3 competitors to analyze their messaging.
  • Brand Personality Quiz – For startups without a defined voice, a quick quiz can help.
  • KPIs & Success Metrics – "How will you measure the success of this copy?" (e.g., 20% more conversions).
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