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Pre-Onboarding Brand Clarity Form
for you, the founder, and for the brand you're building.

5 sections 10–15 min Honest answers only Confidential

01 / 05

The Founder

You and your business basics

Your name

Business name

Website

Instagram

What stage are you at?

🌱

Pre-launch

🚀

Launching

🌿

Under 2 years

🌳

2–5 years

⚡

5+ scaling

Your core offer in one sentence

Why does this business matter to you personally?

Current Visibility

Where you are right now — no judgement

Which platforms are currently active?

📸 Instagram only

💼 LinkedIn only

Both

Starting fresh

How often are you currently posting?

Daily

Few times a week

Once a week

Rarely

Not at all

What feels hardest about showing up? pick all that apply

Time

Clarity

Confidence

Strategy

Consistency

Messaging

Being visible

How clear are you on your positioning?

Not at all Crystal clear

5/10

How confident are you on camera?

Avoid it Love it

5/10

Do you currently have? tick all that apply

Brand guidelines

Clear tone of voice

Defined audience persona

Content pillars

None of the above

Goals & Intent

What you want social to build for you

What is your primary revenue stream?

What do you most want social to build? pick all that apply

Visibility

Community

Trust & credibility

Authority

Email sign-ups

Course sign-ups

Speaking bookings

Brand partnerships

Corporate clients

Currently investing in other marketing? pick all that apply

Paid Ads

Email marketing

Events

None currently

Fit + Readiness

Figuring out if we're right for each other

Why are you looking for support now?

Are you ready to…

Be honest — this isn't a test. It's about fit.

Commit to 3–6 months minimum

Show up when needed

Provide access to assets & information

Trust strategic direction

Which feels most true right now?

I need someone to do it for me

I need structure and strategy

I need accountability

I want to build authority properly

What does success look like in 90 days?

Practicalities

Last stop — almost done

Which package interests you?

Visibility Starter£675/pm

Growth LayerAsk for details

Authority BuilderAsk for details

Not sure yetI'd like a recommendation

When would you like to start?

ASAP

This month

Next month

2–3 months

Just exploring

Anything else we should know?

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