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Upwork Consulting Session - Pre-Meeting Client Brief

Thanks so much for booking the Brand Strategy & Copywriting Consulting Session! I'm excited to meet with you and learn more about your brand and business.

Before we meet, please fill in the following survey. To give you solid advice that's well-suited to your situation and needs, I need to know about your brand, business goals, products/services, and customers. Your answers here will help me prepare so we can get the most out of our time together.

You can skip questions if you like, but please keep in mind that the more information I have, the better I can help. There’s also an opportunity at the end of the survey to upload files or share any links or documentation if they help to answer the questions more thoroughly.

Let's dive in!

Okay. Let's start with our strategy session.

What’s your name?

What’s the name of your business?

Tell me what you’re hoping to cover during our session. What do you need help with?

What's going on in your business that makes this important to tackle right now? What’s at stake / why does this matter to you?

What are you hoping to walk away with? What would make this session a win for you?

If you have any files you'd like me to have on hand for our session, please upload them here.

No need to re-share anything you've already provided via email or the Upwork platform. I've got 'em. 🙂

Tell me a bit more about your business.

This helps me get to know you quickly so we can dive right into the good stuff when our meeting starts.

How would you describe what you do?

What kinds of products/services do you offer?

Describe your ideal client or customer. Who are they?

What problem do you solve for them? Why do they (or why should they) come to you to solve that problem instead of someone else?

What do you want your brand to be known for?

Your Contact Info

What’s your website?

What's the best way for me to get in touch with you?

That's it!

Thanks so much for sharing these details.

Please note that if you have any questions, you can email me anytime at [email protected].

I’m looking forward to speaking with you soon!