Digitally, SB

New client onboarding

This is how we learn your business before we touch a single frame. Set aside about fifteen minutes. Your answers save automatically, so you can close this and come back.

1 of 7 · The basics

Let's start with you

Your name required Business name required Email required Phone Website City and timezone

Best way to reach you

Who else approves work? Names and roles. If it is only you, say so. This is the question that saves the most time later.

Where you stand today

Handles and current numbers. Rough is fine, and blank is fine if you are not on a platform.

HandleFollowersAvg monthly views

Instagram

TikTok

YouTube

Facebook

Other

What are we doing for you?

Pick everything that applies. Nothing here is locked, it just tells us where to start.

Ideal start date

How do you want to work?

The business

What do you sell? required Price points Entry offer through your highest ticket. Ranges are fine. Who actually buys it? What makes you different? required The thing a competitor honestly could not say about themselves. What do you want to be known for? Biggest bottleneck right now The thing slowing everything else down. What is happening in the next 90 days? Launches, events, tours, product drops, anything we should be building toward.

The audience

Who are they? required Be specific. "Women 25 to 45" tells us less than "first time moms who just left a corporate job." What are they struggling with? What do people push back on most? What should they feel after watching? Who do you NOT want to attract? Just as useful as the last question. It tells us who to write past.

Voice and boundaries

Three words for your tone

Accounts you love, and why Handles plus one line each. The why matters more than the handle. Accounts you cannot stand, and why Topics that are off limits

Goals

Primary goal required Pick one. Everything we make will be pointed at it.

The number that actually matters to you Bookings, applications, email signups, revenue. Views are rarely the real one. What does "this worked" look like at 90 days?

Read it back

Anything you want to change, jump straight to it.

Saved on this device

New client onboarding

Let's start with you

Where you stand today

What are we doing for you?

The business

The audience

Voice and boundaries

Goals

Read it back

Got it

✨All things digital✨

sb@digitallysb.com

Let's start with you

Where you stand today

What are we doing for you?

The business

The audience

Voice and boundaries

Goals

Read it back

Got it

✨All things digital✨sb@digitallysb.com

✨All things digital✨

sb@digitallysb.com