Pre-Call Intake Form

Help Ascend prepare for your call.

Answer as much or as little as you're comfortable with — there are no wrong answers. The more context you share, the more productive your exploratory call will be. It typically takes 15–20 minutes.

Your Contact Details

So we know who we're talking to and can follow up if needed.

Full name*

Organization or business name*

Email address*

Phone number*

Website(if you have one)

City & State / Country

Your Goals

Think about what you're hoping to walk away with — not the tactics, but the outcomes.

What are the top 1–2 things you want to accomplish in the next 12 months?*

Where do you want this organization to be in 3–5 years?

What would a win look like if you hired Ascend to do this work?

Think beyond deliverables — what would feel different? What problem would finally be solved?

Your Organization

Help us get a feel for who you are and what you're building.

How would you describe what your organization does — in your own words, like you're explaining it to a friend?

How long have you been operating?

Your Brand Today

No judgment — wherever you are is a fine starting point.

How would you describe the current state of your brand identity?

A complete brand includes visual identity (logo, colors, typography), verbal identity (messaging, tone of voice, tagline), and guidelines that keep everything consistent across every touchpoint.

Fully developed — logo, color palette, typography, messaging, tone of voice, and brand guidelinesMostly visual — we have a logo and some visual elements, but no defined messaging or verbal identityLogo only — we have a mark but no broader identity system or guidelinesScattered and inconsistent — elements exist but nothing is unified or documentedStarting from scratch — we need to build the full identity from the ground up

How would you describe your brand's personality? If your brand were a person, how would they come across?

Think about tone, values, how you want people to feel after interacting with you.

Is there anything about your current brand you're proud of and want to keep?

List up to five brands you admire and aspire to be like.

These don't need to be in your industry — just brands whose look, feel, or personality resonates with you. A sentence on why helps too.

Your Customers

Understanding who you serve helps us understand your entire business.

Describe your ideal customer or client as if they were a real person — who are they, what do they care about, what keeps them up at night?

What problem do you solve for them that they can't easily get elsewhere?

The Competitive Landscape

You don't need a full market analysis — just your honest read on the field.

Who are your main competitors, and how are you different from them?

What do your best customers say about why they chose you over someone else?

Timeline & What Success Looks Like

Helps us understand urgency and set realistic expectations.

What would a wildly successful outcome look like 12 months from now?

Do you have a specific deadline, launch date, or event you're working toward?

Yes — I have a date in mindSort of — there's a rough timeframe but nothing hardNo hard deadline

Team & Budget

No pressure on exact numbers — a ballpark helps us recommend the right scope.

Who's currently involved in your marketing — do you have a dedicated team, or is it mostly you?

What's your approximate budget range for this kind of work?

This helps us match you with the right tier — no commitment implied.

Anything Else?

This is the stuff that's easy to miss but often the most important to know upfront.

Is there anything about your brand or organization that's off-limits or that you're nervous about changing?

Anything else you'd like us to know before your call?

Ready to send?

Clicking the button below sends your answers to Ascend. We'll review everything before your call.