Done & Indexed — Client Intake Form

Section 01

Tech Stack

Done & Indexed is built for self-hosted WordPress sites. Let's confirm your setup before we begin.

Heads up: All third-party tools (Zapier, Buffer, your LLM) are billed directly to you. We handle the setup — you own the accounts.

Is your site self-hosted WordPress (wordpress.org)?*

Yes No Not sure

This field is required.

Do you have a Google account (for GSC and Sheets)?*

Yes No

This field is required.

Is Google Search Console already set up and verified for your site?*

Yes No Not sure

This field is required.

Do you have a Zapier account?*

Yes No — need to create

This field is required.

Do you have a Buffer account?*

Yes No — need to create

This field is required.

Which AI tool do you prefer for content generation?*

This field is required.

Section 02

Your Content Reality

No judgment here. We need an honest picture of where things stand today.

How often are you publishing blog content right now?*

Please select an option.

Who writes your content?*

I write it myself A contractor or freelancer A team member Nobody — content isn't being created consistently

This field is required.

What is the biggest reason content doesn't get published consistently?* Be as specific as you like.

Please tell us a bit about this.

Do you have a brand guide or style guide?*

Yes, formal Informal only No

This field is required.

Section 03

Your Brand Voice

This is how we train your AI to write like you — not like a generic chatbot.

Share 3 links to content you've written that sounds most like you. Blog posts, LinkedIn articles, or any published writing works. These don't need to be your best work — just your most authentic.

01

02

03

Describe your brand in three words.*

This field is required.

Name a brand, person, or writer whose communication style you admire — and why. This helps us understand the tone you're aiming for.

Section 04

Distribution

Where does your content need to go after it's published?

Which platforms are you actively publishing to?* Select all that apply.

Please select at least one platform.

Who currently handles adding images and clicking publish on social?*

I do it myself A team member Nobody — it often doesn't happen

This field is required.

Section 05

Goals & Contact

Almost done. Tell us what you're trying to accomplish and how to reach you.

What is your primary content goal right now?* Select all that apply.

Drive more traffic to my site Build authority in my niche Generate leads Get cited in AI search results (ChatGPT, Perplexity, Google AI Overviews) Just publish more consistently

Please select at least one goal.

Which platform matters most to your business right now?*

Please select an option.

Your name*

This field is required.

Your email*

Please enter a valid email address.

Your website URL

Done & Indexed
Client Intake

You're all set.