Client intake

New clients start here.

This guided intake helps us understand your business, audience, goals, current assets, and where you need support before the first working session.

Step 1 of 813% complete

Keep secrets out of this form. Do not include passwords, access codes, API keys, private keys, payment card data, or other credentials. We will arrange a secure way to exchange access details if needed.

Step one

Start with the basics.

Tell us who you are and which business we will support.

Primary contact name *Please enter the primary contact name.Role or titleEmail address *Please enter a valid email address.Phone numberBusiness name *Please enter the business name.Industry *Please enter the industry.WebsiteBusiness stageDescribe the business in your own words

Step two

Define the brand foundation.

Share what the business stands for and how it should sound.

Mission or purposeCore valuesWhat makes the business different?Words or claims to avoid

Step three

Describe the people you serve.

Help us understand your ideal customers and market position.

Ideal customer *Please describe your ideal customer.Problems customers ask you to solveGeographic service areaCompetitors or reference businesses — enter business names or websites

Step four

Show us the visual direction.

Tell us what exists now and what should change.

Current brand statusLogo statusVisual styles you likeVisual styles to avoidPrimary brand colorChoose the closest match to your main brand color.Secondary brand colorChoose the closest match to your supporting brand color.

Step five

Set goals and priorities.

Focus us on the outcomes that matter most.

Top priority *Please enter your top priority.Second priorityThird priorityCurrent challengesWhat outcome would make this project a win?

Step six

Map the digital presence.

Share the channels and systems already in use.

Social profile linksEmail platformWebsite platformBusiness tools you already useDigital problems you want to fix

Step seven

Share assets and project fit.

Your intake answers will be sent securely to Covered On. We'll follow up about any files you'd like to share after your intake is received.

Desired start dateBudget rangeWhat help do you need?Anything else we should know?

Final step

Review your intake.

Your answers will be sent securely to Covered On.

Your intake goes securely to Covered On.

Submit the form above to share your answers with our team. We'll follow up about any files you'd like to share after your intake is received. Never include passwords or confidential credentials.

Contact Covered On

New clients start here.

New client intake

Start with the basics.

Define the brand foundation.

Describe the people you serve.

Show us the visual direction.

Set goals and priorities.

Map the digital presence.

Share assets and project fit.

Review your intake.

Your intake goes securely to Covered On.