Client Intake Form — PreZente Digital

PreZente Digital · Client Intake

Let's Find the Right Plan for You.

Tell us what your brand needs — we'll put together a strategy and scope that fits. Takes about 5–8 minutes.

Step 1 — Which services are you interested in? Select all that apply.

📱

Social Media Management

Content, community, strategy

🎯

Paid Ads Management

Facebook & Meta Ads, lead gen

🔍

SEO & AI Search

Google rankings, AI search visibility

✍️

Content Creation

Reels, graphics, copy, video

🎨

Brand Strategy

Brand voice, identity, guide

📚

Digital Marketing Training

Team upskilling, workshops

Only the sections relevant to your selected services will appear below.

Brand Basics

About your organisation

Brand / Organisation Name *

Primary Contact Name *

Email Address *

Mobile / Viber

Position / Title

Website

Industry *

Describe your brand in one sentence Your honest version — not the polished marketing copy.

Primary goal for working with PreZente Digital

Grow brand awareness Generate leads Build community Drive sales / revenue Improve brand positioning Upskill my team

Ideal start date

Immediately Within a month 1–3 months Just exploring

How did you hear about us?

Your Audience

Who you want to reach

Describe your primary target audience Age, gender, location, income level, interests, behaviour

Primary locations

Metro Manila Luzon Visayas Mindanao OFW / Diaspora International

Desired action from audience

Visit location Click to website Book / inquire Buy product Follow page Share content

—

Social Media Management

📱 Selected Service

Content, community & strategy scope

Platforms in scope

Facebook Instagram TikTok LinkedIn YouTube Threads

Current total followers (all platforms)

Posts per week needed

1–2 / week 3–4 / week 5–7 / week Daily+ Advise me

Reels / short-form video per month

0 — not needed 1–2 / month 4–6 / month 8–12 / month As many as possible Advise me

Content types needed

Static graphics Reels / short video Carousel posts Stories Captions & copy Long-form video Event coverage Community management

Who provides raw content (photos / footage)?

We provide it PreZente handles production Stock assets We have a videographer Not sure yet

Brand tone — select all that apply

Elevated & premium Warm & welcoming Bold & confident Playful & energetic Informative & authoritative Minimal & sophisticated

Brands / pages whose social media you admire

Reporting frequency

Weekly summary Monthly full report Monthly + quarterly review

Monthly budget for social media management Management fees only — excluding ad spend

—

Paid Ads Management

🎯 Selected Service

Facebook & Meta Ads, lead generation

What is the primary objective of your ads?

Lead generation Brand awareness / reach Website traffic Event promotion Sales / conversions Page / follower growth Recruitment App installs

Have you run paid ads before?

Yes — actively running Yes — but stopped No — starting fresh

If you've run ads before, what was the main problem?

Monthly ad spend budget Money going directly to Meta/Facebook — not management fee

Target cost per lead (if applicable) What would make this campaign a success for you?

Do you have a landing page or website to send traffic to?

Yes — existing page Needs to be built Facebook lead form only Not sure yet

How do you currently follow up on leads?

How would you rate your current ad performance? 1 = Not working at all · 10 = Exceeding expectations

Not workingExceeding expectations

—

SEO & AI Search Optimization

🔍 Selected Service

Google rankings & AI search visibility

Do you have an existing website?

Yes — active & updated Yes — but outdated No — needs to be built

Website URL (if applicable)

Website platform

What keywords or searches do you want to rank for? Think about what your customers type into Google when looking for you

SEO goals — select all that apply

Rank on Google Page 1 Appear in AI search results Increase organic traffic Local SEO / Google Maps E-commerce SEO Technical SEO audit

Have you done SEO before?

Yes — ongoing Yes — but stopped No — starting fresh

Monthly SEO budget

—

Content Creation

✍️ Selected Service

Reels, graphics, copywriting, video

What content do you need created?

Social media graphics Short-form video / Reels Long-form video Copywriting & captions Blog / article writing Email newsletters Photography direction Event coverage Ad creatives Presentation / pitch decks

Estimated monthly content volume

Who provides raw assets (photos, footage)?

Where will the content be used?

Facebook Instagram TikTok Website Email Print / OOH

Do you have a brand guide or style guide?

Yes — fully documented Yes — informal No — needs to be built

Monthly content creation budget

—

Brand Strategy

🎨 Selected Service

Brand voice, identity, visual system

What branding work do you need?

Brand voice & tone guide Visual identity / logo Full brand guide document Brand audit (review existing) Social media visual system Competitor & market analysis Brand positioning strategy Naming / tagline development

What stage is your brand at?

Brand new — nothing built yet Existing — needs refresh Rebrand — starting over Strong brand — needs documentation

Brands whose identity you admire — and why

Brand strategy budget

Under ₱30,000 ₱30,000 – ₱80,000 ₱80,000 – ₱150,000 Above ₱150,000 Prefer to discuss

—

Digital Marketing Training

📚 Selected Service

Team upskilling, workshops, coaching

What training topics does your team need?

Social media management basics Facebook & Meta Ads Content creation & strategy SEO fundamentals AI tools for marketing Brand voice & copywriting Analytics & reporting Marketing strategy & planning

How many people need training?

1–5 6–15 16–30 30+

Training format preference

In-person workshop Online / virtual Hybrid Ongoing coaching

Current skill level of your team

Beginner Intermediate Advanced — needs specialisation Mixed levels

Training budget

Under ₱20,000 ₱20,000 – ₱50,000 ₱50,000 – ₱100,000 Above ₱100,000 Prefer to discuss

Anything Else We Should Know?

Context, concerns, or special requests

How many internal stakeholders need to approve deliverables?

Just one person 2–3 people A committee / board Not sure yet

Topics or content types that must be avoided Political topics, competitor mentions, anything off-limits

Past experiences with agencies or freelancers What worked, what didn't — helps us avoid repeating mistakes

Anything else you want us to know before we meet?

Responses are confidential and used only to prepare your strategy proposal.
We'll be in touch within 24 hours.

We've got your details!

Thank you for filling out our intake form. The PreZente Digital team will review your responses and reach out within 24 hours to schedule your strategy session.

Questions? Email [email protected] or message us on Facebook.