Intake Questionnaire - Juice Crew Media

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Harvest Grove Collective Client Onboarding

Please answer in your own words. There are no wrong answers. If you are unsure, give your best guess.

1) Quick Profile

These questions help us understand you, your business, and your customers.

1. When making decisions, what matters most to you?

Getting results fast Building strong relationships Keeping things stable and consistent Making sure everything is accurate and done right

2. How do you usually run your business day-to-day?

Fast-paced, get things done quickly Talking with people and building connections Steady, routine, and predictable Careful, detailed, and organized

3. What is your business best known for?

Getting the job done quickly Friendly service and relationships Reliability and consistency Quality and attention to detail

4. If your business had a personality, what would it feel like?

Bold and strong Friendly and welcoming Calm and dependable Professional and precise

5. What do your customers care about most?

Speed and results Trust and relationships Consistency and reliability Quality and correctness

2) Business Basics

Business Name

Owner Name

Phone Number

Email Address

Location (City / State)

What do you do?

Example: We grow and sell grass-fed beef.

What products or services do you offer?

What makes your business different from others?

3) Your Story

Why did you start this business?

How long have you been doing this work?

What do you enjoy most about your work?

What do you want people to remember about your business?

4) Your Customers

Who do you usually sell to?

Examples: families, restaurants, local buyers, stores, ranchers, contractors

Where do your customers usually find you?

Word of mouth Facebook Events / Markets Website Instagram Other

What problems do your customers come to you to solve?

5) Branding

Do you have a logo already?

Yes No

What colors do you like?

What style do you like best?

List 2–3 businesses you like the look of

6) Website Needs

Do you have a website now?

Yes No

What do you want your website to do?

Show your work Sell products Get calls / leads Share information

What pages do you think you need?

Home About Services / Products Contact Gallery FAQ

7) Materials You Need

Logo Business cards Flyers / handouts Banners Brochures Menus / price sheets Social media graphics Website

8) Simple System Setup

How comfortable are you using technology?

Very comfortable Somewhat comfortable Not comfortable

What do you use most?

Phone Computer Both

What would help you the most?

Something simple to update Something someone else manages Step-by-step instructions

9) Final Notes

Is there anything else we should know?

Client Profile Summary

This is a quick strategy summary based on the five DISC-style questions.

Red

0

Yellow

0

Green

0

Blue

0

Primary Style

Suggested Communication Style

Brand Direction Notes

Tip: You can copy this summary into your CRM, intake sheet, or discovery notes.

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Contact Info

(424) 242-9315
juicecrewmedia@juicecrewmedia.com
1415 NW 43rd, Ste. 103, Oklahoma City, OK

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