Surgent
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Surgent · Client intake

Welcome.

Tell us about your business so we can build the dashboard and run the engine cleanly. Takes about 15 minutes. The richer your answers, the sharper everything downstream.

01Section

About the business

The name on contracts and payments.
If different from the legal entity.
If a stranger asked, what do you do?
Top 3 to 5 products, services, or categories.
States, countries, or "DTC nationwide."
Anything with advertising rules — health, finance, alcohol, etc.
02Section

Your team

The first row is your primary point of contact. Add anyone else who should be on the regular comms list.

03Section

Brand

Witty? Direct? Clinical? Warm? Pick three.
One sentence on why for each.
The legal red-line list.
Hex codes preferred.
Link to Drive / Box / Dropbox, or send to admin.
04Section

Web and social

Landing pages, microsites, partner sites.
GoDaddy, Cloudflare, Namecheap.
Instagram, TikTok, Facebook, X, YouTube, LinkedIn.
GA4, Meta Pixel, GTM, Search Console, TikTok Pixel.
05Section

Payment and sales tracking

Stripe, Square, Shopify Payments, other.
Best estimate, or a range.
Helps us know what to feature.
UTM, unique discount codes per account, dedicated landing pages.
06Section

Compliance

If your industry has advertising rules, help us get them right the first time. Skip anything that doesn't apply.

Name + email of whoever approves marketing claims.
What we cannot say.
How fast can your team approve copy?
License numbers, fulfillment partners, anything ads-relevant. Skip if not applicable.
07Section

Goals and success

Top 3 to 5.
08Section

Anything else

Anything we should know that the questions above missed?

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