Content Marketing Blog Intake Form

I. Client & Business Information

First Name:

Last Name:

Company Name

Website URL

Industry/Niche

Primary Target Audience (Describe in detail):

Business Goals (Check all that apply):

II. Service Options & Expectations

A. Blog Content Services Needed (Select All That Apply)

Content Creation:

Additional Services:

B. Content Volume & Frequency

How many blog posts per month?

Preferred publishing schedule:

Do you need ongoing content or a one-time project?

C. Style & Tone Preferences

Brand Voice:

Tone:

Examples of brands/blogs you like (for reference):

III. Content Expectations & Guidelines

A. Topic Preferences

Do you have a list of topics/keywords?

If yes, please attach:

Any topics to avoid?

Do you have an existing content strategy?

B. SEO & Performance Expectations

Do you have a preferred keyword strategy?

Do you track blog performance (e.g., Google Analytics)?

Key metrics you care about:

C. Competitor & Market Positioning

Who are your top competitors?

What makes your brand different?

IV. Logistics & Process

A. Workflow & Communication

Preferred communication method:

How often do you expect updates?


Who will be the main point of contact?


First Name:

Last Name:

Email Address:

Phone Number:

B. Approval Process

Who will review & approve content?

Expected turnaround time for feedback (days):

C. Budget & Payment Terms

Budget range for content services:

Preferred payment method:

V. Additional Notes & Expectations

Please share any other important details, such as:

Specific challenges you’re facing with content marketing:

Examples of past content you loved/hated:

Any brand guidelines, style guides, or templates we should follow:

Description

Upload File

Notes

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2
 
 
 
3
 
 
 

Other expectations not covered above:

Comments/Requests:

Next Steps

Once submitted, we’ll review your responses and schedule a consultation to finalize the content strategy. Thank you for your time!


Signature:


Client Intake Form Insights

Please remove this client intake form insights section before publishing.


Let's break down the detailed insights into this client intake form, section by section, and understand its strategic importance:


1. Client & Business Information

Purpose: Understand the client’s business, industry, and audience.

  • Full Name & Company Name → Ensures proper communication and branding.
  • Website URL → Helps analyze existing content, SEO, and brand voice.
  • Industry/Niche → Guides topic relevance and competitor research.
  • Target Audience → Critical for tone, style, and content personalization.
  • Business Goals → Aligns content strategy with objectives (e.g., lead gen vs. brand awareness).

Why It Matters:

  • Misaligned content wastes resources. Knowing the audience and goals ensures ROI-driven blogging.

2. Service Options & Expectations

A. Blog Content Services Needed

Purpose: Identifies the exact type of content required.

  • Blog Article Writing → Standard posts (word count ensures pricing clarity).
  • SEO-Optimized Posts → If client wants Google traffic.
  • Listicles/How-To Guides → Engagement-focused formats.
  • Case Studies/Whitepapers → For B2B or authority-building.
  • Evergreen vs. Trend-Based → Decides content longevity.

Additional Services:

  • Keyword Research → Needed if client lacks SEO direction.
  • Content Calendar → For consistent publishing.
  • Promotion/Guest Blogging → Expands reach beyond just writing.

B. Content Volume & Frequency

  • Posts per month → Determines workload (retainer vs. one-off).
  • Publishing schedule → Ensures deadlines match client expectations.
  • Ongoing vs. One-Time → Affects pricing (subscription vs. project-based).

C. Style & Tone Preferences

  • Brand Voice → Avoids mismatched tone (e.g., casual vs. corporate).
  • Reference Blogs → Provides concrete examples for writers.

Why It Matters:

  • Prevents revisions by setting clear style guidelines upfront.

3. Content Expectations & Guidelines

A. Topic Preferences

  • Existing Topics/Keywords → Saves research time if client has a list.
  • Topics to Avoid → Prevents irrelevant or off-brand content.
  • Content Strategy → Indicates if they need help structuring topics.

B. SEO & Performance Expectations

  • Keyword Strategy → Are they providing keywords, or do we research?
  • Analytics Tracking → Shows if they measure success via traffic, leads, etc.

C. Competitor & Market Positioning

  • Top Competitors → Helps analyze gaps/opportunities.
  • Brand Differentiation → Ensures content highlights unique value.

Why It Matters:

  • SEO and competitor insights maximize content effectiveness.

4. Logistics & Process

A. Workflow & Communication

  • Preferred Contact Method → Avoids delays (e.g., Slack for quick replies).
  • Update Frequency → Sets expectations for check-ins.
  • Point of Contact → Prevents miscommunication.

B. Approval Process

  • Reviewers → Identifies stakeholders (avoiding bottlenecks).
  • Feedback Time → Ensures deadlines aren’t missed due to delays.

C. Budget & Payment Terms

  • Budget Range → Filters unrealistic requests early.
  • Payment Method → Streamlines invoicing.

Why It Matters:

  • Smooth workflows prevent project mismanagement.

5. Additional Notes & Expectations

Open-Ended Questions:

  • Past Content Likes/Dislikes → Reveals preferences without guesswork.
  • Brand Guidelines → Ensures compliance (fonts, tone, messaging).
  • Challenges → Uncovers pain points (e.g., low engagement, poor SEO).

Why It Matters:

  • Catches unique requests not covered in standard questions.

Key Benefits of This Intake Form

  1. Reduces Back-and-Forth → Captures all details upfront.
  2. Aligns Expectations → Avoids "This isn’t what we wanted" scenarios.
  3. Improves Content Quality → Tailored to audience, brand, and goals.
  4. Streamlines Onboarding → Fast-tracks project kickoff.

Potential Improvements:

  • Add a "Preferred Writing Style" dropdown (AP Style, Chicago, etc.).
  • Include a "Legal/Compliance Requirements" section (for regulated industries).
  • Add "Emergency Contact" for urgent revisions.
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