Client AI Content Intake - Surf and Sand AI Consulting

01

Company & Contact

Tell us who you are and how to reach you

Company / Brand Name *

Primary Contact Name

Title / Role

Email Address *

Phone Number

Company Website *

Industry / Niche *Be specific e.g. B2B SaaS for HR teams not just software

How long in business?

Under 1 year 1-3 years 3-7 years 7+ years

Step 1 of 9

02

Brand Voice & Tone

Help us capture how your brand sounds

Additional personality words

Tone to ALWAYS maintain *e.g. Always direct and confident. Never preachy.

Tone to NEVER usee.g. Never use corporate jargon. Never sound desperate.

Paste 2-3 examples of copy you love *Your own or others - this is the single most valuable input you can give us

Step 2 of 9

03

Target Audience

Who are we trying to reach and convert?

Primary target audience *Include role, industry, company size, geography, experience level

What does your ideal customer care most about?What keeps them up at night? What are their biggest goals?

Objections they raise before buying

Secondary Audience (if applicable)

Why Do They Buy From You vs. a Competitor?

Step 3 of 9

04

Content Pillars & Topics

What topics will you own in your space?

Your 3-5 core content pillars *e.g. AI automation tips, founder stories, sales productivity

Proprietary methods or frameworksNamed frameworks, book titles, methodology names, etc.

Topics that are OFF LIMITS

Links to existing content

Step 4 of 9

05

Visual Style & Brand Identity

Help us match your visual world

Primary Brand Color *

Secondary Brand Color *

Accent Colors

Heading Font

Body Font

Brand guidelines link

Visual styles to AVOID

Step 5 of 9

06

Platform Focus & Goals

Where are we publishing and what do we want to achieve?

Carousels per month

4/month (1/week) 8/month (2/week) 12-16/month 20+/month

Recurring series or formatse.g. Monday motivation posts, weekly stat carousels

Step 6 of 9

07

Language, Words & CTAs

The exact words that make your brand sound like you

Words and phrases your brand LOVES *Signature language, power words, industry terms

Words and phrases to NEVER use

Preferred CTA style *

Soft / Inviting
Curious? Drop a comment. Direct
Book a call today. Value-first
DM me for the template. Question-based
Which tip resonates most?

3-5 specific CTAs to use most

Lead Magnet Name

Lead Magnet URL

Step 7 of 9

08

Competitor Context

Help us position you clearly in your market

Top 2-3 competitors

How you differentiate *What do you do better, differently, or uniquely?

Brands whose content style you admire

Competitive landscape cautions

Step 8 of 9

09

Final Notes & Success Vision

Anything else we need to know to represent you perfectly

Anything else your AI content system needs to know?Founder story, brand origin, customer success stories, controversial positions, etc.

What does success look like in 90 days?

What happens next: Your consultant will review your answers within 48 hours and reach out to schedule your onboarding call. All information is kept strictly confidential.

Step 9 of 9

Your AI Content Engine
starts here.

You’re all set.

Your AI Content Enginestarts here.

You’re all set.

Your AI Content Engine
starts here.