Strategy Stack
Resume
Client Project & Proposal Intake

Tell us your
full
picture.

This intake shapes everything we build for you — your proposal, your strategy, your system. No templates. Takes about 8 minutes.

6
Short steps
~8
Minutes
Auto
Saves as you go
Welcome back — your progress is saved. Everything you filled out is right where you left it.
Step 1 of 6

About You &
Your Business

Start here. We use this to personalize every step that follows — and every document we build.

Please enter your business name.
Please enter your name.
Please enter a valid email.
Looks like a personal email address

A professional business email builds immediate credibility with customers. We can help you set one up.

Please enter a phone number.
Same number for personal and business

Separating these keeps your personal line private and routes business calls through a dedicated number.

Please enter your location.
Step 2 of 6

Brand &
Online Presence

What exists today — and what needs to be built, recovered, or rebuilt.

Logo & Brand
Brand refresh opportunity

A logo refresh — updated typography, modernized mark, refined color system — can significantly impact how customers perceive you before they ever reach out.

Drop files here or click to browse
PNG, JPG, SVG, PDF, AI, EPS — up to 10MB each
Online Presence
📱
No active social presence — we can build that from scratch

We set up, brand, and optimize your social profiles across Facebook, Instagram, TikTok, and Google — so your business is professional and findable everywhere your customers spend time.

📍
Google Business Profile — one of the highest-ROI things a local business can do

We claim, verify, keyword-optimize, and fully build out your GBP — photos, services, posts, Q&A, review strategy. For local businesses, this is often where the most leads come from.

Step 3 of 6

Your Customers
& How You Grow

Who buys from you, how they find you, and what the buying process actually looks like.

Transaction Types & Pricing
PRIMARY — how most customers pay
PRIMARY — how most jobs/orders are priced
No formal payment system — we can set that up

We can integrate a professional payment system into your website so you can accept cards, send invoices, and collect deposits automatically.

Step 4 of 6

Your Marketing
Reality

The honest picture — what's working, what's broken, and what's been tried. No judgment here.

This is the most important question — please share your honest answer.
Step 5 of 6

Goals &
Timeline

What success looks like, when you need it, and what you're working with.

Please select a primary goal.
Optional — Services You're Interested In
🌐
Digital Presence & Marketing Website, local search, social, advertising, content
AI & Automation Lead response, chatbots, CRM, reputation, re-activation
Step 6 of 6 — Review

Everything
look right?

Click the pencil icon on any field to edit inline — no need to go back through steps.

You're all set.

We've received everything. We'll review your intake before the call and come prepared with a proposal built specifically around your business — not a template.

Strategy Stack · strategystackai.com