New Client Intake Name * First Name Last Name Email Company Primary website http:// Seconary website http:// LinkedIn http:// Other social profiles http:// Reputation Needs What do you want to be known for? What would make someone say "oh, you HAVE to meet [you]" ? If you overheard someone talking about you at a professional event, what would make you grin? When you think about your professional identity vs. your business, are there distinctions between the two? Audiences Who are your top 3 audiences (and what do they need from you)? What’s happening for your clients/colleagues when they realize they need your help? (use their words) How might clients/colleagues describe the value you add to interactions? How would describe the key challenges your colleagues/clients face in their work? What’s the thing you see before your colleagues/clients do? What’s something most people misunderstand about your work? Differentiators What surprises people most about how you approach your work? What’s the most underrated part of your work? What bugs you about other professionals in your space? Take a minute to reflect on your responses above. What ideas start to bubble up about what sets your work apart? Channels & Tactics Where do you like to engage with others in your field? LinkedIn (posting/commenting) Individual emails/personal correspondence Newsletter Blog/website content Twitter/X Attending live events Speaking at events Other Among these or others, where do you feel like you "should" maintain a presence? Among these, which ones feel like a drain on your energy or time? Where do you think you need to establish awareness/credibility vs. build engagement? Where do you think your audience is most receptive to your messages (and why)? Please share any other thoughts or resources that will provide context on how you show up at your best, or where you want to work through challenges. Thank you! Kate will review your responses in preparation for your next conversation. As always, you can share additional thoughts with her directly any time.
