Content Marketing Strategy Discovery Form

I. Business & Brand Overview

Company Name:

Website URL:

Industry/Niche:


Years in Business:

Brief Company Description (What you do, who you serve, key differentiators):

Brand Voice & Tone:


Current Brand Messaging (Tagline, Mission, Vision, Core Values):


Tagline:

Mission Statement:

Vision Statement:

Core Values, please list:

Competitors (List 3-5 major competitors):

What sets your business apart from competitors?

II. Marketing Goals & Objectives

Primary Goals for Content Strategy (Select all that apply):

Key Performance Indicators (KPIs) to Measure Success:

Current Marketing Challenges (What’s not working?):

III. Target Audience & Customer Personas

Primary Target Audience (Demographics: Age, Gender, Location, Income, Job Title, etc.):

Secondary Target Audience (If applicable):

Customer Pain Points & Needs (What problems does your product/service solve?):

Where Does Your Audience Spend Time Online?

Existing Customer Personas (If available, provide details):

IV. Current Marketing Efforts & Content Audit

Existing Marketing Channels (Check all that apply):

Content Audit (Do you have existing content that needs optimization?):

What Type of Content Resonates Best With Your Audience?

V. Service Expectations & Customization

Select the Services You Need (Check all that apply):


Content Strategy Development:

Content Creation & Optimization:

Distribution & Promotion:

Performance Tracking & Reporting:

Do You Require Ongoing Content Management or a One-Time Strategy?

What Are Your Expectations for This Project? (Be specific—e.g., “Increase organic traffic by 30% in 6 months” or “Generate 50 leads/month from content”):

Preferred Communication Style & Frequency:

VI. Budget & Timeline

Estimated Budget Range for Content Strategy Development & Execution:

Desired Project Timeline (Start Date & Deadline, if applicable):

Start Date

Deadline

Final Notes

Additional Comments or Special Requests:

Signature:



Thank you for completing this form! We’ll review your responses and schedule a follow-up discussion to align on the next steps.


Next Steps:

  • Review submitted form
  • Schedule a strategy call
  • Provide proposal & timeline

Client Intake Form Insights

Please remove this client intake form insights section before publishing.


This Client Intake Form is designed to gather critical information about a business’s marketing needs, goals, and expectations to develop a customized content strategy. Below is a detailed breakdown of each section, its purpose, and why the included questions are essential.

1. Business & Brand Overview

Purpose:

  • Establishes foundational knowledge about the company, its industry, and brand identity.
  • Helps tailor content to align with brand voice, mission, and competitive positioning.

Key Insights Gained:

  • Company Description & Industry: Identifies the business’s core offerings and market niche.
  • Brand Voice & Tone: Ensures content matches the desired communication style (e.g., professional vs. casual).
  • Competitors & Differentiation: Helps craft messaging that stands out in the market.

2. Marketing Goals & Objectives

Purpose:

  • Defines what the business aims to achieve with its content strategy.
  • Aligns content efforts with measurable KPIs.

Key Insights Gained:

  • Primary Goals: Whether the focus is on brand awareness, lead generation, or sales.
  • KPIs: Determines how success will be measured (e.g., traffic, conversions, engagement).
  • Current Challenges: Identifies gaps in existing marketing efforts.

3. Target Audience & Customer Personas

Purpose:

  • Ensures content is tailored to the right audience for maximum impact.
  • Helps create personalized messaging that resonates with potential customers.

Key Insights Gained:

  • Demographics & Psychographics: Who the ideal customers are (age, job, pain points).
  • Online Behavior: Where they spend time (e.g., LinkedIn, Instagram, Google).
  • Customer Personas (if available): Provides deeper insights into buyer motivations.

4. Current Marketing Efforts & Content Audit

Purpose:

  • Evaluates existing marketing channels to identify strengths and weaknesses.
  • Determines if past content can be repurposed or optimized.

Key Insights Gained:

  • Active Marketing Channels: Which platforms are currently being used (e.g., blog, social media, email).
  • Content Performance: What type of content works best (e.g., blogs vs. videos).
  • SEO & Paid Ads Status: Helps refine strategy for better ROI.

5. Service Expectations & Customization

Purpose:

  • Clarifies which services the client needs (strategy, creation, distribution, or analytics).
  • Sets clear expectations for deliverables and outcomes.

Key Insights Gained:

  • Content Strategy Needs: Whether they require a full blueprint, competitor research, or just a content calendar.
  • Content Creation Preferences: Blog posts, social media content, email copy, etc.
  • Ongoing vs. One-Time Support: Determines if they need a strategy document or continuous management.
  • Client’s Success Metrics: Specific expectations (e.g., "Increase leads by 20% in 3 months").

6. Budget & Timeline

Purpose:

  • Ensures alignment on project scope, budget, and deadlines.
  • Helps avoid scope creep by setting clear financial and time boundaries.

Key Insights Gained:

  • Budget Range: Guides the level of service that can be provided.
  • Project Timeline: Whether the strategy is urgent or long-term.

Final Notes & Next Steps

  • Additional Comments: Captures any unique requests or special considerations.
  • Contact Information & Follow-Up: Ensures smooth communication moving forward.

Why This Form is Effective

Comprehensive: Covers all aspects of content strategy—branding, audience, goals, execution, and measurement.
Customizable: Allows clients to select only the services they need.
Sets Clear Expectations: Reduces miscommunication by defining KPIs, budget, and timeline upfront.
Data-Driven Strategy: Provides insights to create a high-converting content plan.

How to Use This Form Effectively

  1. Send Before the First Meeting: Helps avoid redundant discovery calls.
  2. Review Responses Before Proposing a Strategy: Ensures alignment with client needs.
  3. Use Answers to Create a Tailored Proposal: Addresses specific pain points and goals.

This form ensures that no critical detail is missed, leading to a more effective and results-driven content strategy.


Mandatory Questions Recommendation

Please remove this mandatory questions recommendation section before publishing.


Here are the mandatory questions that should be included in your Marketing Content Strategy Client Intake Form to ensure you capture essential information for an effective strategy:

Core Mandatory Questions

(Without these, strategy development would lack direction or key insights)

1. Business Basics (Must-Have for Context)

Company Name
Industry/Niche
Brief Company Description

2. Goals & KPIs (Critical for Alignment)

Primary Goals
Key Performance Indicators (KPIs)

3. Target Audience (Non-Negotiable for Personalization)

Primary Target Audience
Where Your Audience Spends Time Online

4. Current Marketing Status (Identifies Gaps)

Existing Marketing Channels
Biggest Marketing Challenges

5. Service Expectations (Avoids Scope Creep)

Selected Services Needed
Project Timeline & Budget Range

Why These Are Mandatory

  • No brand context? → Strategy won’t align with your identity.
  • No goals/KPIs? → Success can’t be measured or achieved.
  • No audience details? → Content will miss the mark.
  • No budget/timeline? → Risk of misaligned expectations.

Optional but Highly Recommended Questions

  • Competitor analysis
  • Brand voice preferences
  • Content audit details
  • Preferred communication style
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