Client Questionnaire — Five Star Presence

Phase 1 · send first

Initial outreach brief

Use this before kickoff. Enough detail to recommend Launch, Presence, or Growth and book your 3–7 day window.

1. Contact & business basics

Who we’re working with and what the business is.

Full name *

Business / brand name *

Email *

Phone / text (optional)

City / service area *

Website or socials today (links)

What do you sell or offer? *

2. Goals & package fit

What “done” looks like for this launch.

Primary goal in the next 30 days *

Which package are you considering? *

Launch — $499 one-time Presence — $999 Growth — $750/mo Not sure yet — need a recommendation

What must be included in the first delivery? *

Website / mockup site Logo / brand kit Social account setup Ad storyboard Scheduled ad prompting 3D / interactive feature LLC / formation referral Other

Ideal go-live window *

Budget comfort for this phase (optional)

Anything urgent we should know? (optional)

3. Audience & proof

Who we’re talking to and what already works.

Ideal customer *

Top 3 competitors or brands you admire *

Do you have photos, logos, or copy ready? *

Asset folder or cloud link (optional)

Phase 2 · after kickoff

Mockup site, logo & storyboard

Fill this once you’ve booked. We use it to build your first mockup, logo directions, and ad storyboard / scheduled prompts.

A. Mockup site

Structure, pages, and conversion goals for the first build.

Desired domain (or “need help choosing”)

Site type *

Marketing / brochure site Booking / quote-first Interactive product UI / 3D Simple shop / paywall Multi-location / area pages

Pages needed for v1 *

Home About Services / packages Pricing Gallery / work Contact / book Blog / tips Other (list below)

Primary call-to-action on every page *

Must-have sections on the homepage *

Tone of voice for the site *

Premium / polished Friendly / approachable Bold / high energy Technical / precise Luxury / quiet Local / neighborhood

Colors you love (hex or describe)

Colors to avoid

Reference sites (2–5 links) + notes *

Content: who writes the copy? *

Integrations needed for v1 (optional)

Contact / quote form Calendar booking Payments / deposits Maps / areas served Chat / SMS click-to-text Analytics

Anything the site must never say or show?

B. Logo & brand marks

Direction for logo, lockups, and where the mark has to work.

Exact name to appear in the logo *

Tagline to include? (optional)

Logo style preferences *

Wordmark (type only) Icon + wordmark Monogram / initials Badge / seal Minimal / geometric Illustrated / custom symbol

Symbols or imagery that fit the brand *

Where will the logo appear most? *

Website header Social avatars / covers Video / ad frames Print / uniforms / vehicles App / product UI

Must work on light backgrounds?

Existing logo to evolve? (link)

3 words the logo should feel like *

C. Ad storyboard & scheduled prompting

For commercial-style ads: scenes, script beats, and prompt schedule.

Ad goal *

Primary platform *

Target length *

Offer or hook the ad must land *

Who appears on camera / in scenes? *

Locations / settings to show *

Must-show moments (storyboard beats) *

Voiceover / on-screen text — draft or key lines *

Music / sound direction

Scheduled prompting needs *

Scene-by-scene generation prompts Reference / style board Keyframe stills for each beat Shot list for live filming Caption / headline variants A/B hooks for testing

For each scene prompt, what should we lock? *

Compliance / claims review needed?

Examples of ads you like (links) + why

D. Approvals & access

So we can move without blockers during the 3–7 day build.

Who approves creatives? *

Turnaround for feedback *

Access we may need (check all that apply)

Domain DNS Hosting / Vercel Instagram / Meta Business Google Business Profile Photo / Drive folder None yet

Final notes for the creative team

Submits by email to hello@fivestarpresence.com with your answers formatted as a brief.