Service Discovery Intake FormThis survey is designed for internal use during first meetings to capture a full picture of a prospect’s business, challenges, and goals. A team member will use it to guide the conversation, document key details, and determine whether the client’s needs align best with Run Autopilot (automation, CRM, AI tools), Autopilot Creatives (video, podcast, and content production), I’m From Denver Digital Marketing (social-first marketing and exposure), or a hybrid approach across services.
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Capture key client context.Use this section to record how the client found us, their team size, industry, and any relevant background that helps us understand their business environment. This context helps frame the conversation and ensures we approach the meeting with the right tone, expectations, and support level.
Identify the Client’s Areas of InterestSelect all services the client has expressed interest in or is exploring. This helps us tailor the conversation and focus on the most relevant solutions during the meeting — whether it’s automation, content creation, marketing support, or if they’re still undecided.
High-Level OverviewIf the client is interested in Run Autopilot, capture a basic understanding of their current tools, challenges, and goals. Be sure to remind the client that there will be a more formal discovery meeting to explore these areas in depth — this section is just to get an initial snapshot of their needs.
Overview of Content Needs.Capture what types of content the client is interested in, their goals for the content, and how they’re currently creating or handling it. Note preferred frequency, styles they admire, and any creative direction worth tracking.
Overview of Digital Marketing Needs.Use this section to capture what types of exposure, promotions, or collaborations they’re interested in, who they want to reach, and what outcomes they’re hoping for. This will help guide potential campaign ideas and partnerships.Note preferred frequency, styles they admire, and any creative direction worth tracking.
Overview of Hybrid Services NeededUse this section when a client is exploring more than one service area. Capture what’s driving their interest, which area feels most urgent, and how they’d prefer to structure the discovery process. This helps us prioritize effectively and shape a discovery experience that fits their needs and pace.
Overview of Readiness, Decision-Makers, and Meeting Format.Use this section to capture final details that help guide the path forward — including who’s involved in decisions, how ready they are to move, any important dates, and the best discovery format to recommend.