New Client Intake | Picturesque Public Relations

Primary Contact Name:

Primary Contact Phone:

Primary Contact Email:

Will there be any additional team members who should be looped into our communications? (Please list their names, titles, and preferred contact information.)

Preferred Communication Method for Regular Updates:

Email

Phone Call

Text/WhatsApp

Virtual Meetings/Zoom

Primary Billing Contact:

Primary Billing Email:

Social Media & Digital Access: For social media management, paid advertising, or analytics tracking, we need access to your social media and digital accounts. If your project requires social media & digital account access, please select yes and complete the following five questions. If not, please skip ahead to Website & Branding Details.

Which social media account access credentials will we need?

Please provide all handles/usernames for the social media accounts we will be working with. (If we will be building any accounts from scratch, please list the platform name.)

Who currently manages your social media?

Best way for us to receive login details?

What access/permissions will we need for the project?

Social Media Posting & Content Creation

Ad Management & Paid Socials

Analytics & Performance Tracking

Brand Mentions & Engagement Monitoring

Business Website URL & Hosting Provider?

Do you have a website manager or developer?

If not, who manages your website?

If applicable, please update any existing brand assets/guidelines.

Upload File

Do you have a specific brand voice, messaging style, or tone that we should maintain?

Content Preferences: What type of content would you like to focus on? (Select all that apply)

Thought Leadership & Industry Expertise

Behind-the-Scenes Business Operations

Customer Testimonials & Case Studies

Promotional & Sales-Focused Content

Community Engagement & Networking

Visual Storytelling (Photography/Videography)

Are there any competitors, brands, or influencers whose content inspires you?

Are there any topics, themes, or sensitive areas we should avoid in your content?

PR & Media Coverage: Do you have existing media coverage?

Are there specific media outlets, podcasts, or journalists you’d like to be featured in?

Do you have an upcoming product launch, event, or initiative that requires PR support?

Legal & Compliance: Do we have permission to use your brand name, logo, and likeness in our marketing materials and case studies?

Do you require legal or compliance reviews before publishing content?

Are there any confidentiality or NDAs we need to be aware of?

Final Details: What internal deadlines or major milestones should we be aware of in the next 3-6 months? (E.g., launch dates, seasonal promotions, company events.)

What’s the best way to measure our progress together? (Choose preferred tracking methods.)

Monthly Reports

Weekly Check Ins

Performance dashboards

Quarterly strategy meetings

Other

Is there anything else we should know to support your business best?

Welcome to the team, let's get to know each other!

We're on the same team, so let's get to know each other!

WELCOME TO PICTURESQUE PUBLIC RELATIONS!

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