Welcome!

This is where everything begins. Your intake form gives us the insight we need to build a strategic brand and sales foundation rooted in your goals, offers, audience, and market.

The more detail you can provide here, the more powerful your brand strategy and CRM systems will be. From your current sales process to what makes you unique—this is your chance to tell us everything.

👉 Click here to complete your form

Due: Before your onboarding call
Time Required: 20–30 minutes

Once your intake form is complete, you’ll book a 1:1 call with Brittney, your Client Experience Lead. On this call, we’ll walk through your goals, tools, what to expect over the next several weeks, and make sure everything is in place to move forward.

You’ll leave the call with full clarity on our process and a timeline for your brand and sales buildout.

👉 Book your call here

Note: This step is required to officially kick off your project.

Do you have any existing brand assets we should be aware of—like trainings, programs, visual identity files, sales pages, or pitch decks?

Even if you’re rebuilding, we want to make sure we understand the full picture of where you’ve been so we can better shape where you’re going.

Examples of helpful materials:

• Logos, brand guides, Canva files

• Course or membership links

• Sales pages or landing pages

• Recorded trainings or team decks

• Style guides or content folders

📩 Upload your files to Google Drive or Dropbox and email the shared link to info@therevenueagency.com

Now it’s time to do the fun stuff—your Mood Board! This helps us visually capture the tone, energy, and color direction of your brand.

How to create your board:

1. Go to Pinterest.com

2. Create a board titled Mood Board

3. Pin 15–20 images that inspire you (colors, interiors, art, textures, aesthetics)

Need inspiration? Check out our sample mood boards:

• CEO

• Earthy

• Masculine

• Bold

• Airy

📩 Once done, share your board link with us at info@therevenueagency.com

Strong, high-quality visuals make a massive impact on how your brand is perceived. If you’ve already had a photoshoot or have images that reflect your brand, we’d love to see them.

What we’re looking for:

• Brand photography

• Headshots

• Product shots (if applicable)

• Candid or lifestyle images that feel aligned

If you haven’t done a photoshoot yet, now is a great time to start planning one. We’re happy to provide guidance on what types of photos will work best for your brand direction.

📩 Upload your images to a Google Drive or Dropbox folder and send the link to info@therevenueagency.com

Once you've completed your onboarding steps, we’ll move into your Planning Session—where the real momentum begins.

During this session, you’ll work closely with Brittney to review everything you’ve submitted and walk through the full scope of your project. Together, you’ll:

• Confirm your goals and priorities

• Review any brand materials or ideas you've shared

• Outline the milestones and timelines for your project

• Identify immediate action steps to kick off your brand and sales system build

This session ensures we’re fully aligned and gives you a clear roadmap for what’s coming next.

You'll leave the call with a personalized action plan, full clarity on how we’ll be supporting you, and a sense of excitement for the transformation ahead.

💡 Pro Tip: Come to your session ready to ask questions or share anything else that’s been on your mind. We love when clients come curious and engaged!