1 You and your businessThe basics we use on everything we make.
Industry, in a few words
What do you sell? List each product or service with its price
Which 1 to 3 offers matter most right now? These get the spotlight in headlines, posts and listings.
What problem do you solve, or what do customers want when they come to you?
Why do customers choose you over others? Specifics beat adjectives: same-day service, 20 years in the trade, locally sourced, women-owned.
2 or 3 competitors, with links (optional) We study them so you look different, not the same.
3 How the brand should look and soundThis is where most revisions come from, so the more specific, the better.
Voice Choose one Friendly and warm Polished and professional Bold and confident Calm and reassuring Playful and fun Luxurious and refined Plain-spoken and practical
2 or 3 brands or websites you like, and what you like about each
Styles you dislike (optional) Examples help as much as likes do.
What brand assets do you already have? Choose one Nothing yet A logo only A logo and colors Full brand guidelines
If you have a logo, should we keep it or replace it? Keep it and build around it Refresh it Replace it No logo yet
Anything that must appear exactly as written (optional) License numbers, required disclaimers, a tagline, certifications. Paste it exactly.
Questions for your package
• LogoFor the Logo & Brand Kit, Brand Identity System and bundles.
Initials or a short version of the name (optional) Used for the icon mark, e.g. LM or NHA
Logo styles you'd like to see (check all that apply) Wordmark (name in a distinct font) Monogram or initials Icon plus name Badge or emblem Script or hand-drawn Open to your recommendation
Symbols or ideas to consider (optional)
Symbols or ideas to avoid (optional)
Where the logo will be used most (check all that apply) Website Social media Signs or storefront Vehicle Packaging or labels Apparel or embroidery Business cards and print Etsy or marketplace shop
• Brand identity systemStrategy and the pieces that carry the brand.
Why did you start the business?
Three values you want the brand to stand for
In one sentence, what do you want to be known for?
How is a customer's life or business better after working with you?
Business card details for each person (name, title, phone, email, website, address if shown)
Letterhead and email signature details (optional) Address, phone, website, social links, any license numbers. Leave blank to reuse the card details.
Platforms for the 10 social templates (check all that apply) Instagram Facebook LinkedIn Pinterest TikTok (graphics) X
Template types you'll use most (check all that apply) Promotions and sales Tips and education Testimonials (real ones only) Announcements Quotes Before and after Event or class dates
Do you have photos of your work, products or team? (optional) Choose one Yes, professional Yes, phone photos A few None yet
• WebsiteEverything we need to write, build and launch your site.
Who can change your domain's DNS settings? Launch needs two DNS records added; we send exact steps.
Where should the site live? On a Netlify account you own (free plan is fine; you invite us) Hand off the files to me or my developer Not sure; recommend one
Pages you need (up to 5)
The one thing visitors should do Choose one Call Fill out a form or request a quote Book an appointment Buy online Visit in person Join an email list
Services or products to show, with short descriptions and prices to display
Customer reviews you have permission to use (optional) Real reviews only, with the customer's name as they agreed to show it. We never write reviews.
Questions customers ask most (we'll write the answers from your notes) (optional)
About you or your team: names, roles, experience, a short story (optional)
What would a customer type into Google to find you?
Anything to connect (check all that apply) Email newsletter Scheduling tool Google Analytics Google Business Profile link Social feeds None
Names of those tools (optional)
If you added extra pages, list them (optional)
• Etsy shopWe write everything and make the images; you paste them in and keep full control of your account.
What you sell Physical items Digital downloads Both
The 10 listings: for each, name, what it is, materials or format, sizes or options, price and personalization
Shipping: ship-from city, processing time, carriers, free-shipping threshold (optional) Skip for digital-only shops.
Returns, exchanges and custom orders
Your shop story: who makes the items, where, and how you started
Link to your product photos (optional) Clear photos on a plain background work best.
Words shoppers might search for your items (optional)
If you added 10 more listings, list them here the same way (optional)
• PinterestBoards, pins and a 30-day plan.
Pages or listings pins should send people to (links)
Topics your customers search for on Pinterest
Seasons, holidays or launches in the next 30 days (optional)
Link to photos we may use in pins (optional)
• Social content30 posts with captions and a calendar.
Main goal for the month Choose one Sales Bookings or inquiries Followers and awareness Event attendance Email signups
3 to 5 topics you want to post about
Promotions, launches or dates to feature this month, with details (optional)
Topics to avoid (optional)
Link to photos we may use (optional)
• Brand voice and copyYour story, in your voice.
How and why you started
Real experience, credentials or numbers we may mention (optional) Only true, verifiable facts. We never invent them.
What customers say about you (real quotes, with permission) (optional)
Common objections, and how you answer them
Your 5 most common customer questions
Words you love, and words you never use (optional)
Bios needed for (optional)
• Business documentsBranded, editable templates. The agreement is a starting point for your attorney.
Services with scope and prices, as they should appear on proposals
What happens after a client hires you, step by step
Cancellation and refund policy
What clients must provide (optional)
• Pitch deckReal numbers only. We design and write; you supply the facts.
What are you asking for?
The problem
Your solution
Market and customers, with sources for any numbers (optional)
Traction: sales, users, partners (real numbers only) (optional)
How you make money, and pricing
Competitors and how you're different (optional)
Team: names, roles and relevant experience
Financials or projections (or link to a spreadsheet) (optional)
How you'll use the money or partnership (optional)
Link to an existing deck, if any (optional)
• Digital productOne printable or digital product, up to 25 pages.
Who it's for
Outline: each page or section and what goes on it
Who writes the content? I'll provide all the text You write it from my outline A mix
Page size Choose one US Letter A4 A5 Half letter US Letter and A4
Orientation Choose one Portrait Landscape
How it's used Choose one Printed at home Filled in on a tablet (hyperlinked) Both
Color Choose one Full color Printer-friendly (light ink) Black and white
• Founder-led applicationTamika reviews these personally. We reply within one business day with available dates.
Your biggest business challenge right now
What decision do you need to make?
Three goals for the next 6 months
Annual revenue range (optional) Choose one Pre-revenue Under $50k $50k to $250k $250k to $1M Over $1M Prefer not to say
Days and times that work for you, with your time zone
How did you hear about us? (optional)