BYJonathanLevy Media — Client Intake Form

Please complete this form as thoroughly as possible. The more detail you provide, the faster we move and the better the results. If you are unsure about any field, leave it blank and we will cover it on the kickoff call.

01 — Business Basics

Business Name *

Owner / Primary Contact *

Business Phone *

Business Email *

Business Address

Website URL

Domain Registrar (e.g. GoDaddy)

Do you have access to your domain login?

Yes, I have it No, need to recover it Third party controls it

Who currently manages your website?

03 — Brand Assets

Do you have a logo file?

Yes, will upload below Yes, on website only No logo yet

Brand Colors (hex codes if known)

Do you have existing photos or videos we can use?

Professional photos, will upload below Phone photos only Nothing usable, shoot needed Videos available

Upload Your Logo (PNG, SVG preferred)

🖼️

Click to upload or drag and drop your logo here

PNG, SVG, JPG — Max 10MB

Upload Photos / Videos (up to 20 files)

📸

Click to upload or drag and drop photos here

JPG, PNG, MP4, MOV — Max 50MB each

Describe the visual feeling you want for your brand

04 — Target Customers and Goals

Who is your ideal customer?

Top 3 services or products you most want to be known for

Primary Service Area / City

How far do you serve? (radius or cities)

Name 2 to 3 competitors you want to outrank on Google

What does success look like 6 months from now?

05 — Logins and Access (Share at Kickoff if Preferred)

Website / CMS Platform

Domain Registrar Login Email

Google Account Used for GBP

Instagram Login Email

Any other access we may need (hosting, analytics, Facebook, etc.)

Privacy Notice

All information provided in this form is held in strict confidence by BYJonathanLevy Media and is used solely for delivering contracted services. Login credentials are stored securely and never shared with third parties. You may request deletion of your data at any time.

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Your information is encrypted in transit and handled with care.

✅ Received. We're ready to move.

Your intake form has been submitted successfully. Jonathan will review everything and reach out within 1 business day to confirm your kickoff. Check your email for a confirmation copy.

Questions? Reach out at create@byjonathanlevy.com or 647-884-8224.

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