Client Intake Survey

Email*

1.What is your first name?*

2.How did you find out about us?*

3.Which newsletter format best describes what you publish (or want to publish)?*

Local Newsletter (city or region based)

Briefs + Bullets (Morning Brew style)

TLDR Summaries (headline + summary + takeaway)

All Bullets (Axios style, ultra skimmable)

Curated List (3-2-1, Friday Five style)

Original Essays (thought leadership)

Daily Analysis (expert commentary)

Weekly Deep Dives (case studies, research, longform)

Visual Newsletter (charts, infographics, visual explainers)

Algorithmic Curation (personalized topics)

Short and Daily (tiny habit builder)

Not sure yet (help me choose)

4.What is the biggest thing holding your newsletter back right now?*

Not enough new subscribers (distribution)

Opens are low (subject, deliverability, promise)

Clicks and replies are low (CTAs, engagement)

No clear content plan (ideas, structure)

Writing and voice feel inconsistent (tone, position)

Design and formatting feel messy (template, UX)

No clear monetization path (offer, pricing, funnel)

Systems feel chaotic to maintain (workflow, automation)

5.5) What platform are you on right now? Type: Select one Options: Beehiiv Substack ConvertKit Mailchimp HubSpot Other*

6.Share the link to your newsletter*

7.Sending Frequency (Desired)*

Daily

3 times each week

Weekly

Biweekly

Monthly

Undecided

8.What is your biggest constraint right now?*

I do not have enough time to do this consistently

I do not know what to send each week

My writing feels off or inconsistent

My voice and positioning are not clear yet

My design and formatting feel messy

The tech setup overwhelms me

I am not getting enough new subscribers

My readers are quiet, low clicks and replies

Monetization feels unclear or awkward

I need a real system, not random effort

9.What monetization situation best describes you?*

Not monetizing yet

Sponsors or ads (selling placements)

Paid subscriptions or membership

Digital products (PDFs, templates, toolkits)

Courses or coaching program

Books or other IP (book, newsletter archive)

Software or paid tools (SaaS, app, plugin)

Services (consulting, done-for-you, freelance)

Agency revenue (retainers, client work)

Multiple streams (two or more of the above)

10.What kind of support do you want?*

Done-for-you build (you hand it off, I build it)

Done-with-you coaching (you build, I guide live)

Audit plus roadmap (clarity and priorities first)

Template and systems setup (clean structure and workflow)

Welcome flow and onboarding build (automation focused)

Monetization setup (offers, pricing, conversion path)

Growth sprint (acquisition assets and distribution plan)

Engagement rebuild (structure, CTAs, click architecture)

Monthly optimization retainer (iterate and improve)

Not sure yet (help me choose)

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