BBTBA: Pre-Session Intake Form

Business Behind the Brand Audit:

Pre-Session Intake Form

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Unlock Your Brand's Potential

Are you a creative entrepreneur looking to elevate your business?

Join the Brand Alchemie Community today!

Tips, insights, and guidance from a team of industry experts designed especially for you.

Alternatively, you can email supporting documents to [email protected] or upload them to your portal under the "Resources" tab. To do so, click here.

Welcome to the Business Behind the Brand Audit!

This short form is designed to provide a quick snapshot of your business before our discovery session. It will help us focus on what matters most during the audit and ensure our time together is productive and tailored to your current needs.

You don’t need to overthink your answers. Just share what you can. The information shared here will be reviewed prior to the session so that we can make the most of our conversation.

Let’s get started!

Your Name*

Email*

Brand Name*

Website*

Instagram Handle

LinkedIn Profile URL

How long have you been in business?*

List how you primarily sell your products. (i.e. Your own website, Wholesale / Boutiques, Consignment, Pop-Ups / Events, Other)*

Name up to three other brands that feel similar to your own brand in size, vibe, or target customer.

Now, name up to three bigger or more established brands that inspire you or influence the way you want to build your brand.

How many team members or contractors do you currently work with (if any)?*

Do you use any systems or tools to manage your operations (e.g., inventory tracking, order management, financial reporting)?*

What do you feel is working well in your business right now?*

In what areas do you feel stuck, unclear, or overwhelmed?*

What are your business goals/targets for the next 3-6 months?*

What specific decisions are you struggling to make right now?*

If this audit could help you solve one key challenge, what would it be?*

Have any supporting documents?

If you have any reports or documents that could help us better understand your business (like sales reports, line sheets, org charts, or financial snapshots), feel free to do one of the following:

1) Email them to [email protected]

2) Share a cloud based document (like Google Sheets) with [email protected]

3) Upload them in your Client Portal under the "Resources" tab. See section #3 in this helpful guide for how to use your client portal.

Join the Brand Alchemie Community today!

Tips, insights, and guidance from a team of industry experts designed especially for you.

Business Behind the Brand Audit:

Pre-Session Intake Form

Unlock Your Brand's Potential

Alternatively, you can email supporting documents to [email protected] or upload them to your portal under the "Resources" tab. To do so, click here.

Join the Brand Alchemie Community today!

Join Our Free Trial