Checklist 1 – Intake & Discovery

1.0 Purpose

This checklist ensures a complete understanding of the client’s background, goals, challenges, and expectations before any strategic or creative work begins.

2.0 Scope & When to Use

Use this checklist during the first interaction with a new client or when re‑evaluating an existing client’s direction.

• New client onboarding
• Strategy reset
• Brand refresh
• Major content or platform shift

3.0 Client Background

3.1 Personal Background

• Document client’s name, pronouns, and preferred communication style
• Identify relevant personal history
• Clarify creator identity and personality traits

3.2 Content Background

• Document platforms used
• Identify content history and experience level
• Check for past rebrands or major shifts

4.0 Goals & Motivation

4.1 Short‑Term Goals

• Document immediate goals
• Identify urgent challenges

4.2 Long‑Term Goals

• Document long‑term vision
• Identify future aspirations

4.3 Motivation

• Identify why the client creates content
• Document emotional drivers

5.0 Final Delivery Requirements

• Completed intake form
• Client background summary
• Goals & motivation summary
• Initial recommendations

6.0 Internal QA Check

• All intake questions answered
• Client expectations documented
• No missing background details
• Goals clearly defined