Client Intake

Tell Us About Your Trades Business

This form gives Tool Up Marketing the basics we need to understand your business, check your current online presence, and recommend the right next step.

You do not need perfect answers. Use plain language, write what you know, and leave anything uncertain as “not sure.”

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Client Intake Form

Fields marked with * are the main pieces needed for a first review.

A — Business Basics

Start with the basic business facts we should use when reviewing your online presence.

B — Current Online Presence

Share what already exists online, even if it is outdated, incomplete, or not working well.

C — Credentials & Trust Signals

These details help us know what proof can safely be used on your website and profiles. Claims are checked before public use.

D — Marketing Pain & Goals

This is where we identify the right next move instead of throwing random marketing tasks at the business.

E — Assets & Contact

These are the practical pieces that help us scope the work and know what we can use.

Your information is used only to review your request and follow up about Tool Up Marketing services. If this form does not open your email app, copy the answers into an email and send them to jenn@toolupmarketing.ca.
After You Send It

What Happens Next

01

We Review the Basics

We look at your business, trade, service area, current online presence, and what you want help with.

02

We Flag What Needs Checking

Credentials, service claims, location details, and public proof are checked before anything becomes client-facing copy.

03

You Get a Clear Next Step

The recommendation may be a website, local visibility setup, review/trust work, content, materials, or a smaller cleanup first.