Client Intake

Pretend you're telling a neighbor at a cookout — not pitching an investor. One or two sentences.

The short version of your origin story. Did you start in a garage? Take over from a family member? Leave a corporate job?

For example: "Valterra Landscaping & Property Maintenance" but everyone just says "Valterra."

Cities, towns, neighborhoods, radius from your shop — however you think about it.

Don't give me marketing speak. Give me the answer you'd give a friend.

Age range, what they do for work, what kind of house or shop they have, what they care about. If a real client comes to mind, use them.

The kind of customer who wastes your time, haggles on price, or just isn't a match. Being clear about this helps the site attract the right people.

The compliments you hear over and over. These usually point to your real strengths.

Lightly scrub names if you want. This shows me how you actually sound day-to-day.

Example: "I'm casual in texts but I want the site to feel more polished." Or: "Exactly like my texts — I want it to feel like me." Or: "More confident than I come across in writing."

Examples to pull from (pick any that fit, or write your own): warm, confident, no-nonsense, premium, friendly, authoritative, grounded, playful, calm, bold, down-to-earth, refined, honest, expert.

A story, not a list. What was the situation, what did you do, how did it turn out? One or two paragraphs is perfect — this often becomes the heart of the site.

The thing you wish customers understood going in. This often becomes great website copy.

For example: you might always say "property" instead of "yard," or you refuse to say "synergy."

They do not have to be in your industry. Be specific: "I like how calm the homepage feels," "I like that the photos are huge," "I like that it gets to the point fast," "the colors feel expensive." The more specific, the better.

Sometimes "not that" is more useful than "like that." Be honest — "it feels cheap," "too corporate," "too much going on," "boring."

Links are fine. Tell me who you don't want to look like.

Weird question, but a useful one. "A well-worn leather boot," "a vintage Land Rover," "a quiet jazz record" — these tell me more about the feel you want than any adjective list.

Ideally the original source file (AI, SVG, EPS, or high-res PNG), not a screenshot from Facebook or a compressed version from your website. If you don't have one, or you have one you hate, say so. If you have multiple versions (horizontal, stacked, icon-only), send them all.

Send them however you have them — a screenshot of your branding, a photo of a business card, the color names, a Pantone number, "the green from my truck," or just a reference ("same green as the John Deere logo"). If you don't have brand colors yet, no problem — we'll build the palette based on your style direction above.

Names, screenshots, or examples of where they appear (business card, truck wrap, Instagram) all work. If you don't have brand fonts, we'll choose them based on your overall feel.

Photos of these are fine. This often tells me more about your actual brand than a formal guideline would.

Example: "The logo always has to be on a white background." "Never use the color red." "Our tagline always goes under the logo."

Example: "The old logo is tired, I'm open to refreshing it." "I've been using Comic Sans and I need to be saved from myself." "I want to move away from the rustic look I've had."

For example: "Right now I feel like a basic local landscaper, I want to feel like a premium service." Or: "I'm happy where the brand is, I just need a site that matches."

Phone, email, text, contact form, booking link, all of the above? Any preference for how leads come in?