Business Name & Any Story Behind it

Also list any other business names you have used for this practice, aka DBAs

Website & Any Social Media Links

List all associated with your practice

What inspired you to become a counselor and start your private practice? What still inspires you now?

List 5-10 words that describe your therapy style (or style of any other services you provide).

What else would help me know who you are as a therapist?

Briefly describe your practice and the services you offer.

List any other services you might want to offer in the future but don’t currently have available to clients.

What makes your practice unique?

What’s your vision for your practice in 5 years?

Describe your ideal client in detail. Who do you love to work with? Who do you want to work with going forward?

List the different types of clients (and their characteristics) for different services you might offer (ex: Counseling clients with trauma, New counselors looking for supervision, etc.).

What are the top 3 challenges your clients face?

f you work with different categories of clients, list the different challenges of each one.

How do you help solve these problems with your ideal clients?

How do you want to help them, even if you’re not using that method now? (Ex. Gestalt, PsychoEducation training courses, Couples weekend therapy retreats, Breathwork but need more training, etc.).

What three words best describe how you want your brand to feel?

What messages do you want to communicate to your potential clients and audience?

How do you want your clients to feel when they interact with your brand?

What are some of your core values as a counselor?

What values are important for you and for your business?

Do you have any brand colors or design elements you love (or want to avoid)?

Are there any brands you admire? (List the names or links.) Do you have any visual inspiration? (Pinterest boards, mood boards, etc.)

Share those here so I can peek.

What kind of marketing do you do, if any, right now?

Which ones do you think you WANT to use going forward?

Do you SEO on your website?

If so, did you set it up yourself or outsource it?

Do you have an email list?

If so, how many contacts do you have? Do you send emails regularly? Do you have welcome emails set up?

Do you have any opt-in’s or sales funnels in place?

If so, what kind (Workbook, video, email series, etc)? (It’s okay if you don’t have any or don't know what those are. You can share that too.)

What do you hope to achieve through our work together and this branding process?

Are there any specific challenges you’re facing with your current branding?

What topics do you want to make sure we cover?

What are you curious about or want help with? What specific projects do you want to work towards? What is important to you that you want to make sure we don’t miss?

What else would be helpful for me to know?

What can I address in our sessions that would help you feel like you’re getting the most out of this? List anything here that you want me to know!

New Client Brand Intake Questionnaire