Brand Profile - Onboarding Document

Please fill up this form with as much detail as possible. This information will provide us
with a good overview of your business, values, and goals so that we can align our
efforts with what’s important to you.

Primary Contact Name *

Section 1. Brand Identity

What are the top 3 goals for your brand? (Please be specific) *

Goal 1
Goal 2
Goal 3

Brand Voice & Personality

How would you describe your brand’s tone and personality? (Select the best options) *

Other (please specify)

Which values are most important to your brand? (Select all that apply) *

If it is another, please describe.

Section 2. Target Audience

Who is your target audience? (Describe your ideal customer) *

Age Range:
Location:
Interests:
Occupation:
Other relevant details:

Section 3. Competition & Positioning

Who are your main competitors? *

Competitor 1
Competitor 2
Competitor 3

What differentiates your brand from the competition? *

Unique selling propositions (USPs):
Key benefits:

Section 4. Challenges & Objectives

What are the biggest challenges your brand is facing right now? *

Challenge 1:
Challenge 2:
Challenge 3:

What would you like to achieve with Puzzles in the next 6 months? *

Goal 1
Goal 2
Goal 3

Section 5. Brand Assets

Do you have any brand guidelines or assets we should use? *

Yes (please upload)

Please provide any current digital assets (logos, images, fonts, etc.): *

Section 6. Platform Access

Domain Access *

Username
Password
URL

Hosting Access

Please add us as "Owner" to: [email protected]
How to do it - Step by Step: Link to Loom video

CRM or Client Management Tools *

Tool Name
Username
Password

Please provide delegated access to the following platforms.

Google Analytics / GA4:
Please add us as "Editor" to: [email protected]
How to do it - Step by Step: https://www.loom.com/share/87065ca1fa464c6fb72e769a9fc4c3cc

Google Search Console:
Please add us as "Owner" or "Full User" to: [email protected]
How to do it - Step by step: https://developers.google.com/search/blog/2023/02/search-console-user-permissions-update

Google Ads:
Google Ads Admin Access -
How to do it - Step by step:
https://www.loom.com/share/42937a2c75a641408d490b345e352b29

Meta Business Manager (Facebook / Instagram Ads):
Share access to your Ad account and page from your Business Manager.
How to do it - Step by Step:
https://www.loom.com/share/754cfd567c06463ba493652129751b83?sid=3e30aede-4b49-42fb-95cf-17b3aceffc42

Google Tag Manager:
Add us as "Admin" to: [email protected]
How to do it - Step by Step:
https://www.loom.com/share/6d4b378acf474b5c94c3c359ce910a45

Social Media Accounts *

Facebook
Instagram
LinkedIn
Twitter
Other

Other Relevant Platforms (please specify)

Platform Name
Username
Password

Section 7. Marketing & Communication

What platforms do you use to engage with your audience? *

Social Media

Website

Email Marketing

Paid Ads (Google, Facebook, etc.)