Finesse Social · Discovery / Intake

New client discovery

Stage 1 — everything we need to build content + ads from scratch. Fill what you know, skip what you don't, attach any Goodnotes brain-dump. Autosaves as you go; Save drops it straight into your CRM.

Not in the OS yet — hit Save and this becomes a lead you can open in Finesse.
1The business
2What they already have

Tells us what to build vs use vs skip.

Websitewho controls the domain?
Facebook business Page
Instagram (business/creator)
Meta Business Manager / ad account
Google Business Profilereviews + rating
Other socials TikTok / LinkedIn / YouTube
Logo + brand colours/fonts
Photos / videos of past jobs
Written reviews / testimonials
Done any marketing before?agency, boosted posts, flyers
How leads are tracked now
3Their customers
4Their market
5The numbers & the goal
6Content & brand

Decides HOW we make content — critical for creator-led.

7Fees & the deal — fill in as you talk it through
8Whiteboard / sketch — from Goodnotes

Brain-dump in Goodnotes (the good stuff), then Share → Image or PDF and drop it here — it attaches to this record. On iPad you can drag a Goodnotes page straight onto the box.

📎
or drag a Goodnotes page here
9Anything else

Autosaves on this device as you type.