Business Development Intake Form

This is how we will address you in all communications and may be used as your professional name on your website and social media.

We will use this email to send you updates, drafts, and deliverables throughout the project.

In case we need to reach you quickly about your project.

This is the name that will appear on your website, business cards, social media, and all marketing materials. If you have not decided on a name yet, share a few ideas you are considering and we will help you choose the best one.

A short, memorable phrase (5-10 words) that captures what you do and who you serve. This will appear on your website header, social media bios, and business cards. Examples: 'Hope Starts Here' / 'From Intervention to Independence' / 'Recovery Is Possible. Let Me Show You How.' If you do not have one, leave this blank and we will create options for you.

This is the single most important thing you will share with us. Your story is what separates you from every other recovery coach or interventionist. When a family is deciding who to trust with their loved one, your story is what makes them pick up the phone and call YOU. We will use this to write your About page, craft your social media bio, and develop the overall voice and tone of your brand.

Credentials build credibility and trust. We will display these prominently on your website and marketing materials. Clients and treatment centers want to know you are qualified. Include the full name of each credential, the issuing organization, and the year you earned it if possible.

This helps us position you correctly. If you are newer to the field, we will emphasize your passion, training, and fresh perspective. If you are a veteran, we will highlight your depth of experience and track record.

Your specialties become the main service categories on your website and the core topics for your social media content. The more specific you are, the easier it is to attract the right clients. For example, 'Intervention Specialist focusing on families with adult children in active opioid addiction' is much more powerful than just 'Intervention.'

This is your unique selling proposition (USP). In a growing field, you need to stand out. We will use this throughout your marketing to differentiate you from competitors. Think about what makes your approach, your personality, or your experience truly one-of-a-kind.

Your values will be woven into your website copy, social media content, and brand voice. They help clients understand what you stand for before they ever meet you. Pick the 3-5 that truly define how you work.

This will appear on your website homepage or About page. A strong mission statement tells potential clients exactly what you do and why you do it in just a few sentences.

Each service you select will get its own section on your website with a description, pricing information, and a call-to-action button. We will also create targeted social media content for each service to attract the right clients.

This is what potential clients will read on your website when deciding whether to hire you. The more specific you are about what is included, how sessions work, and what outcomes they can expect, the more confident they will feel about reaching out. Think of this as your sales pitch in written form.

Your pricing model affects how we design your website and marketing. Package deals tend to generate more revenue than hourly rates because clients commit upfront. We can advise on what works best in your market.

If you prefer not to display pricing publicly on your website, let us know. Some professionals use 'Contact for Pricing' or 'Schedule a Free Consultation' instead. We will advise on what works best for your specific services and market.

Your revenue goal determines our marketing strategy. If you want $5,000/month from recovery coaching at $150/session, you need about 33 sessions per month (roughly 8 clients). We will reverse-engineer your marketing to hit your target.

This determines how we target your SEO, social media ads, and Google Business listing. Be as specific as possible. If you serve clients virtually, you may have a national reach.

Virtual services expand your reach nationwide. In-person services command higher prices and build stronger relationships. Most successful practitioners offer both. This affects your website design, as we may add online booking, video call integration, or location-based features.

Clients want to know what to expect before they commit. A clear, step-by-step process removes uncertainty and builds trust. We will turn this into a visual 'How It Works' section on your website that guides potential clients from 'I need help' to 'I am picking up the phone.'

The more specific you are, the more effective your marketing will be. 'A 28-year-old male in early recovery from opioid addiction who has been to treatment before and needs accountability and life skills coaching' is much more powerful than 'people in recovery.'

Families in crisis are often the ones who hire interventionists and recovery coaches. Understanding their emotional state and situation helps us write website copy and social media content that speaks directly to their pain and offers hope.

B2B consulting can be extremely lucrative in the recovery space. Treatment centers are always looking for experienced professionals to help with staff development, compliance, and program improvement. If this is part of your plan, we will create a separate section on your website and a LinkedIn strategy specifically for B2B outreach.

Pain points are the foundation of effective marketing. When someone reads your website and thinks 'that is exactly what I am going through,' they are much more likely to reach out. We will weave these into your headlines, service descriptions, social media posts, and ad copy.

This tells us where to focus your marketing efforts. If most clients find help through Google, we prioritize SEO. If it is referrals from treatment centers, we build a B2B outreach strategy. If it is social media, we invest heavily in content creation.

We will research your competitors to identify gaps in the market and opportunities to differentiate you. This helps us position your brand to stand out and capture market share.

This helps us understand our starting point. If you have an existing site, we will review it and identify what to keep, improve, or replace.

This is the web address people type to find your site (like google.com). If you already own one, enter it here. If not, share a few ideas and we will check availability. Tips: keep it short, easy to spell, and include your name or a keyword related to your services.

This is one of the most helpful things you can share. Seeing what you are drawn to visually gives us a clear direction for your design.

Select all that apply. Each feature you select will be built into your site. Here is what each one means:

The tone affects everything from the words on your homepage to the colors and images we choose. Think about how you want a potential client to FEEL when they land on your site for the first time.

If there is content that is non-negotiable, list it here so we do not miss it.

We will build your entire color palette from this. Your colors will appear on your website, social media graphics, business cards, and everything else with your name on it.

Just as important as knowing what you like is knowing what you do not like.

These adjectives will guide every design decision from your logo to your social media graphics.

Fonts affect how your brand is perceived. We will select fonts that match your personality and use them consistently everywhere.

Your logo appears on your website, social media, business cards, and everywhere your brand shows up. Using your personal image as your brand identity works great for personal brands in the recovery space because people connect with faces, not symbols.

If you have a logo file, you can email it to us separately. If you need one designed, your description here will guide the process.

We NEED photos of you. In the recovery space, people connect with people. Your face builds trust. We will use your photo as your profile picture across all social media platforms, on your website hero section, on your About page, and in marketing materials.

IMPORTANT: Please email us your best photos after submitting this form. High-quality photos make a massive difference in how professional your brand looks online.

This gives us visual and tonal inspiration for your brand.

We need to know what already exists so we can audit it, optimize it, and build from there. If you have personal accounts you want to convert to professional use, note that here.

We will create or optimize your profiles on each platform, develop a content strategy, and ensure your branding is consistent. Here is what each platform is best for:

Your goals determine our strategy. If you want leads, we focus on calls-to-action and conversion content. If you want credibility, we focus on educational content and thought leadership. If you want both, we create a balanced mix.

Consistency matters more than frequency. We will build a content calendar based on what you can realistically commit to. We can also batch-create content so you can schedule a whole week in one sitting.

We will focus on the formats you are comfortable with and gradually introduce new ones. The more types you are open to, the more content variety we can create.

Your social media voice should feel like a natural extension of who you are. If you try to be someone you are not, it will not be sustainable.

Your bio is the first thing people see on your profile. It needs to quickly communicate who you are, what you do, and how to take the next step.

The more ideas you give us, the more content we can create for you. Do not worry about making them perfect. Just brain-dump everything you could potentially talk about. We will organize, refine, and schedule them.

Paid ads can accelerate your growth significantly, but organic content builds long-term authority. Most successful practitioners start with organic and add paid ads once they have a proven message and offer.

Video is the most powerful marketing tool in the recovery space. People want to see and hear from a real person before they trust you. We will turn these topics into a content calendar with scripts, thumbnails, and a posting schedule.

Blog posts are how people find you through Google. When someone searches 'how to help my addicted son in Los Angeles,' a well-written blog post on your site can bring them directly to you.

These are called keywords and they are the foundation of your SEO strategy. We will optimize your website and content around these terms so you show up when people search for them.

This helps us recommend the right mix of organic and paid strategies. Even a small budget can go a long way when targeted correctly.

Clear goals let us measure success and adjust the strategy. We will create a roadmap with milestones to track your progress.

Your timeline affects how we prioritize deliverables. If you need to launch fast, we will focus on the essentials first (website, social profiles, initial content) and build out the rest over time.

If you have testimonials, we will feature them prominently on your website and social media. If you do not have any yet, we will help you develop a system to collect them from your first clients.

Real testimonials from real people are worth more than any marketing copy we could write. Even one or two strong testimonials can dramatically increase your conversion rate.

Case studies demonstrate your track record without violating anyone's privacy. We will turn these into compelling content for your website About page and social media posts.

Understanding your biggest challenge helps us prioritize what to build first. If your challenge is getting clients, we focus on lead generation. If it is credibility, we focus on branding and content.

Your 6-month vision becomes our North Star. Everything we build is designed to get you there.

No detail is too small. The more we know, the better we can build your brand.