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Client Intake

Client Discovery Questionnaire — Debra Lopez Public Relations
Debra Lopez Public Relations

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debralopezpublicrelations.com
Confidential Client Intake

Client Discovery
Questionnaire

This intake form helps Debra Lopez PR understand your brand, goals, digital footprint, and competitive landscape — so we can build a strategy that is precise, powerful, and uniquely yours. Please be as detailed as possible. All responses are confidential.

1

Brand & Messaging Foundation

How you currently present yourself and what drives your core story

Why we ask: Your website tagline “For every woman ready to live free” is evocative but may not be optimized for discoverability. Understanding your authentic message helps us find the right keywords and AI citation anchors across ChatGPT, Claude, Gemini, and Google.

e.g., I’m an author, speaker, and former attorney who helps high-achieving women stop striving and start living…
e.g., inner fulfillment, shedding perfectionism, women’s identity beyond achievement…
Direct quotes from reviews, testimonials, or organic feedback are gold here — these become your SEO and AI keyword anchors.
2

Target Audience & Niche

Who you reach, who you should reach, and where they live online

Age, life stage, profession, pain points — e.g., Women 35–50, mid-to-senior career, outwardly successful but privately exhausted, high-functioning anxiety…
e.g., feeling empty despite success, people-pleasing, fear of authentic self-expression…
3

Digital Footprint Assessment

Current online presence, SEO status, and discoverability

Website observation (ashjordan.com): The site currently has 3 pages (Home, Book, Contact), no blog, no speaker page, no press kit, no podcast hub, and no SEO content strategy. This represents a significant growth opportunity we will address immediately.

If yes, list any you’re aware of. If no, write “not sure.”
Instagram
LinkedIn
Facebook
TikTok
YouTube
Substack / Blog
Were the results accurate? Were there any gaps, errors, or missing information?
e.g., NYT article Jan 2024, HuffPost contributor piece, guest on XYZ podcast (100k downloads)…
4

Speaking Engagements & Positioning

Past engagements, current fees, and ideal future opportunities

Event name, audience size (if known), year — e.g., TEDx Milwaukee 2023 (500+ attendees), Women in Law Conference 2024…
e.g., “The Unhappy Achiever: Why High Performance Isn’t Happiness”, “Unmasking the Good Girl”, “Joy as a Business Strategy”…
5

Podcast History & Opportunities

Guest appearances, your own podcast, and target shows

Include estimated audience size or niche if known…
Name, platform, episode count, publishing frequency, average downloads per episode…
6

Book & Media Assets

Publication status, press coverage, and content inventory

Amazon rank, total copies sold, number of reviews on Amazon / Goodreads, any bestseller list placements…
Authored article vs. quoted / mentioned? Please include URLs where possible.
7

Competition & Positioning

Understanding the landscape and where you uniquely fit

Why this matters: To build AI citations and SEO authority, we need to understand who you are being compared to and what you do differently. AI tools like ChatGPT and Claude learn from how people are categorized, contrasted, and cited online — we need to own your positioning in those conversations.

e.g., Brené Brown, Luvvie Ajayi Jones, Nedra Tawwab, Shauna Niequist, Rachel Hollis…
Be specific — what combination of background (attorney + journalist + personal story) makes you truly unique?
8

Goals, Budget & Timeline

Setting clear success metrics for our work together

e.g., 1) Book 20 paid speaking engagements   2) Hit a bestseller list   3) Launch podcast with 10k listeners…
Be specific — numbers, placements, reach milestones, media appearances…
Your honest reflection helps us structure our approach and avoid repeating anything that didn’t serve you.
Personal boundaries, sensitivities around your story, upcoming events, partnerships in progress, things you’ve tried and want to avoid…
Thank you for taking the time.

Your responses are confidential and will be reviewed by the Debra Lopez Public Relations team before your strategy kickoff session. We’ll use this to build your custom digital presence roadmap, niche positioning brief, AI/GEO citation strategy, and website improvement plan.