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Truth

Love +

Marketing

®

INTAKE FORM

Hi there! This intake form is designed to help us identify the most prominent growth opportunities for your organization's identity. It should take less than 30 minutes to complete. If there are multiple people on your team, each of you should fill it out individually. 

Let's start here... 

Okay, try to answer the rest of these questions as briefly and efficiently as you can—shoot to only spend a minute or two on each question. We're not looking for polished language, just a sense for what feels easy and clear, and more importantly, what doesn't. 

In 1-2 sentences, what do you do (or what are you planning to do)?

How clear does that feel?

What are the biggest challenges you feel are holding you back?

How clear does that feel?

Purpose

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What influence or impact do you ultimately want your work to have in the world? (think big)

How clear does that feel?

What beliefs or unique points of view do you have that allow you to do your work differently?

How clear does that feel?

What unique innate abilities (not your skills) make you particularly amazing at what you do?

How clear does that feel?

What expressions of your Purpose do you feel like you need help with?

Mission + Vision

Core Beliefs

Superpowers

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Approach

What makes your version of what you do unique?

How clear does that feel?

Do you have a philosophy or methodology that shapes the way you do what you do?

How clear does that feel?

What steps or stages do you typically take your audience through?

How clear does that feel?

What expressions of your Approach do you feel like you need help with?

Value Distinction

Process + Methodology

Audience Journey

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Culture

How do you describe your primary audience?

How clear does that feel?

What traits do you value in the people you chose to work with?

How clear does that feel?

How do you currently monitor or control for fit and alignment with the people you work with?

How clear does that feel?

What expressions of your Culture do you feel like you need help with?

Audience Profiles

Core Values

Policies + Practices

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Presence

How would you describe your branding and visual style?

How clear does that feel?

How would you describe your voice and tone?

How clear does that feel?

When you talk about what you do, what helps people really get it?

How clear does that feel?

What expressions of your Presence do you feel like you need help with?

Brand + Style

Voice + Tone

Key Messaging

That's it!

You're all set! You can go ahead and schedule a follow-up meeting to go through your responses HERE

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