Content Client Intake

Basic Background
Company?
Name?
First Last
Preferred Email?*
Will you personally be our point of contact, too?*
- Yes
- No
No problem. Can you please provide us with our point of contact's name?*
First Last
And their email address, please?*

Customer Persona Questionnaire
Please answer the following questions with only ONE specific customer persona in mind. If you selected multiple personas earlier, these questions will be repeated on the following page for a secondary persona.
How do you describe this persona internally?*
What is their job title or role?*
How is their job measured?*
Who do they report to?*
Who reports to them?*
What does their typical day look like?*
What are their primary goals and responsibilities?*
What bottlenecks or problems prevent them from reaching or achieving these goals?*
What does it mean to be successful in their role?*
What's the hardest or most frustrating part of their day?*
What tasks or activities take up most of their time?*
What is their purchase process like?*
What are their main considerations when purchasing a product/service?*
What triggers or leads them to needing your products/services?*
How often do they look for products/services like yours?*
How do they learn about new information on the job?*
Finally, how would you give an elevator pitch to this person to sum up how your product/service helps them most?*

Basic Background