New Year Personal Brand Audit Intake

Start the New Year with a Refreshed Personal Brand

The new year is the perfect time for entrepreneurs and business owners to step back and reassess their personal brand. This New Year Personal Brand Audit Intake Form helps business coaches gather comprehensive information about their clients' current positioning, target audience, competitive landscape, and rebranding aspirations—all in one streamlined form.

Why business coaches choose Paperform for brand audit intakes

Business coaches need to understand the full picture before crafting a strategic roadmap. This template captures everything from current brand perception and messaging to competitor analysis and growth goals, ensuring you have the context you need to deliver transformative results.

With Paperform's doc-style editor, you can customize this intake form to match your coaching brand, add your logo and colors, and embed it directly on your website or share it via a custom link. Conditional logic shows follow-up questions based on client responses, while integrated payment fields let you offer tiered audit packages—from quick positioning reviews to full rebrand strategies.

Once a client submits their intake, you can use Stepper (stepper.io) to automatically create a personalized audit roadmap, send a welcome email with next steps, add the client to your CRM, and schedule your kickoff call—no manual data entry required.

Perfect for business coaches, brand strategists, marketing consultants, and agency owners who specialize in personal branding for entrepreneurs, consultants, and thought leaders. This template transforms a potentially overwhelming intake process into a seamless, professional experience that positions you as the expert your clients need to start the year strong.

Whether you're offering New Year brand audits as a seasonal promotion or year-round positioning services, Paperform makes it easy to collect detailed client insights, showcase your packages, and automate your entire onboarding workflow.