Core Company Personality

First Name*

Last Name*

What is your primary business email address?*

What is your primary business phone number?*

If your company were a person, how would you describe their personality?

What 5 adjectives best describe your company's character?

What 3 adjectives would you NEVER want associated with your company?

If your company had a celebrity spokesperson, who would it be and why?

Communication Style & Language

What common phrases or expressions do you and your team use regularly?

Are there industry terms you prefer to use or avoid?

How do you typically address your customers? (Formal titles, first names, etc.)

Are there any words or phrases that are unique to your company culture?

Do you have any communication guidelines that your team follows?

Storytelling Elements

What is the origin story of your business? How and why was it founded?

What obstacles has your company overcome?

Share a story about a time your company went above and beyond for a customer:

What is your company's vision for the future? Where do you see yourselves in 5-10 years?

What impact do you want your company to have on your industry or community?

Voice Examples

Provide an example of content (from your existing materials or competitors) that perfectly captures the tone you want:

Provide an example of content that does NOT represent your desired voice:

If you had to describe your ideal content style in one sentence:

When customers talk about your company, what do you hope they say?

Brand Positioning

What is your brand's primary promise to customers?

What emotional response do you want your brand to evoke?

How would you describe your company's approach compared to competitors?

What three values are non-negotiable in how you conduct business?

What legacy do you want your company to leave?

Professional Certifications

Please list all relevant certifications, licenses, and professional credentials:

Name of Certification/License:

Issuing Organization:

Year Obtained:

License/Certification Number (if applicable):

Industry Awards & Recognition

Please list significant awards or recognition your business has received:

Award Name:

Presenting Organization:

Year Received:

For What Achievement:

Professional Memberships & Affiliations

Please list industry associations or professional organizations you belong to:

Organization Name:

Member Since:

Type of Membership:

Business Identity

Legal Business Name:

DBA/Trade Name (if different):

Year Established:

Business Structure:

LLC

Corporation

Partnership

Sole Proprietorship

Other:

Online Presence & Social Media

Website URL:

Google Business Profile URL:

Facebook:

Instagram:

LinkedIn:

Twitter/X:

YouTube:

Pinterest:

TikTok:

Yelp:

BBB Profile:

Industry-Specific Directories:

Other Online Profiles:

Business Type (select all that apply)

Other:

Contact Information

Primary Phone:

Toll-Free Number (if any):

Fax Number (if any):

After Hours Phone (if any):

Primary Email:

Customer Service Email (if different):

Support Email (if different):

Primary Location

Address

Street Address Suite/Unit # City State / Province / Region ZIP / Postal Code Country

Google Maps URL:

Geo Coordinates (if known):

Lat:

Long:

Business Hours

Monday:

Tuesday:

Thursday:

Wednesday:

Friday:

Saturday:

Sunday:

Special Hours/Seasonal Changes:

Business Categories

Primary Google Business Category:

Secondary Google Categories (up to 4):

Primary Facebook Category:

Primary Yelp Category:

Business Attributes

Payment Methods Accepted:

Languages Spoken:

Accessibility Features:

Parking Options:

Wi-Fi Availability:

Yes

No

Appointment Required:

Yes

No

Optional

Licensing/Certification Numbers:

Additional Locations (if applicable)

Please provide complete address and contact information for each additional location.

Street Address Suite/Unit # City State / Province / Region ZIP / Postal Code Country

Phone

Email

Company Mission & Vision

Mission Statement (what you do now):

Vision Statement (future aspirations):

Core Values (list up to 5 with brief descriptions):

Services & Products

Full Service List (in order of importance)

Please list ALL services your business offers, ranked from most important to least important. Add notes for each service to highlight unique aspects or details.

Service:

Description:

Primary Keyword:

Target Audience:

Notes (unique aspects/details):

Product Categories (if applicable)

For businesses that also sell products, please list your main product categories:

Product Category:

Description:

Notable Products:

Notes:

Geographic Service Areas

Service Radius (miles/km):

States/Provinces Served:

Counties Served:

Cities Served (list primary targets):

Company Voice & Differentiators

What is your company's unique approach or philosophy?

What 3 key factors differentiate you from competitors?

How would you describe your company's personality in 3-5 adjectives?

What specific problems do you solve for customers?

What is the future direction of your company?

Owner/Founder Information

Full Name & Title:

Brief Professional Background:

Years in Industry:

Areas of Expertise:

Professional Credentials/Certifications:

Educational Background:

Professional Achievements:

Industry Recognition:

In their own words (capture authentic voice):

Why they started the business:

Their vision for the company:

What they're most proud of:

Their approach to customer service:

Their philosophy on leadership:

What makes their approach to the industry unique:

A challenge they've overcome in business:

Their favorite customer success story:

(713) 904-5001

Welcome!

Core Company Personality

Communication Style & Language

Storytelling Elements

Voice Examples

Brand Positioning

Business Identity

Online Presence & Social Media

Contact Information

Primary Location

Business Categories

Business Attributes

Company Mission & Vision

Services & Products

Geographic Service Areas

Company Voice & Differentiators

Owner/Founder Information

Customer Information

Testimonials & Social Proof

Regulatory & Compliance Information

Content Style Preferences

Services

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