For pr consultants

Story, spokespeople, and timing — filled in

A public relations client questionnaire as a fillable intake PDF — announcement, outlets, and who can talk. Same questions PR consultants ask clients.

Use the PR questionnaire

Social Media Client Questionnaire

Platforms, voice, posting, approvals, access.

What does the business sell?*

Who is the audience?*

Which platforms should we run?*

What should social media do for the business?*

Posting frequency?*

Brand voice in a few words?

Topics or content that already work?

Who approves content, and how fast?*

Do you provide assets, or should we create them?

Which accounts do we need access to?

Monthly budget range?

Anything else we should know?

Submit

Social Media Client Questionnaire

A free social media client questionnaire and onboarding form. Send the questions social media managers ask clients before a retainer — platforms, voice, cadence, and access — as a fillable PDF.

Client intake

Use Template Preview

Copywriting Brief Template

A free copywriting brief template and client questionnaire. Send the questions copywriters ask clients before a draft — placement, reader, CTA, tone, and proof — as a fillable PDF.

Creative brief

Use Template Preview

Public Relations Client Questionnaire

A free public relations client questionnaire and PR intake form. Send the questions PR consultants ask clients before outreach — story, outlets, and spokesperson — as a fillable PDF.

Client intake

Use Template Preview

Email Marketing Brief Template

A free email marketing brief template and client questionnaire. Send the questions email marketers ask clients before they write — list, tool, offer, and cadence — as a fillable PDF.

Client intake

Use Template Preview