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Client Project Intake

This quick intake helps me get aligned on your project, preferences, and goals before I start building. Don’t overthink the answers. There are no right or wrong responses, and you can skip anything that doesn’t apply.

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Question 1 of 20

In one or two sentences, how would you describe this course to someone who has never heard of it?

Question 2 of 20

Who is this course specifically for? (Age range, life stage, experience level, anything important)

 

Question 3 of 20

Who is this course NOT for? (This helps sharpen the messaging.)

Question 4 of 20

What problem is this course helping the student solve? (What are they struggling with before they join?)

Question 5 of 20

What does success look like for a student who completes this course? (How is their life or situation different afterward?)

Question 6 of 20

If someone asks, "Is this more about business, life, or mindset?" How would you answer?

Question 7 of 20

How would you describe your teaching or coaching style? (Direct, tough-love, encouraging, practical, mentor-like, etc.)

Question 8 of 20

Are there any tones, words, or marketing styles you dislike or want to avoid (Examples: hypey, guru-ish, overly salesy, too formal.)

Question 9 of 20

Should the overall tone feel more practical, more motivational, or a mix of both?

Question 10 of 20

Are there any people, brands, or creators whose style you like or resonate with? (They don’t have to be in the same industry.)

Question 11 of 20

Have you seen any websites, landing pages, or sales pages you like the look or feel of? (Links are helpful but not required.)

Question 12 of 20

Do you prefer things that feel more clean and minimal, bold and energetic, modern and polished, or simple and straightforward?

Question 13 of 20

Are there any design elements you like or dislike? (Examples: arrows, icons, handwritten or scribble text, lots of graphics, very minimal text.)

Question 14 of 20

Should the page feel more serious or more casual?

Question 15 of 20

Are there specific colors you want to stick with, or should I work within your existing branding?

Question 16 of 20

How do you plan to sell this course initially? (Monthly, yearly, one-time payment, or a mix.)

Question 17 of 20

Is there anything you think people might hesitate about before buying this course? (Time commitment, cost, experience level, etc.)

Question 18 of 20

Is there anything you absolutely want included on the sales page?

Question 19 of 20

Is there anything you absolutely do not want included?

Question 20 of 20

Are you comfortable with me making reasonable decisions on structure and layout, or would you prefer to review key sections before finalizing?

Confirm and Submit