The Marketing Intake is a short questionnaire that helps us learn your voice, your offer, and your numbers — so the campaigns we build sound like you and reach the right people. You'll see it on your dashboard once your onboarding call is booked.
How it works
The intake is split into eight short sections, shown on the left. As you finish each one it's checked off and you move to the next:
Offer & audience
Competitors & problems
Proof & credibility
Marketing & content
Systems & goals
Your numbers
Compliance & consent
Review & submit
A few tips
The more specific you are, the better — it directly shapes your ads and landing pages.
Your answers save as you go, so you can finish in one sitting or come back anytime.
Not sure on an answer? Skip it and tell your account manager — best guesses are fine.
When you reach Review & submit, give everything a final look and submit — and we'll take it from there.