Client Onboarding System

Welcome to Balay ni Bruno & Co.

This form gives us everything we need to start building your strategy. There are no wrong answers. The more direct and honest you are, the better work we'll do together.

7
Sections
~20
Minutes
1×
Submission

Before you start: Have your business details, team breakdown, and a clear idea of your goals ready. Take your time.

1
You
2
Business
3
Clients
4
Challenges
5
Goals
6
Brand
7
Partnership

1
Section 1

Let's start with you

Just the basics so we know who's filling out this form and how to reach you back.

Please enter your full name.

Please enter a valid email address.

2
Section 2

Business Foundation

Who you are, what you build, what makes you different.

Please enter your business name.

Please enter your location and service area.

Don't use industry jargon. Describe it like you're telling a new acquaintance at a dinner party.

Please describe what your business does.

Please share your true differentiators.

Please select.

Closest range. Helps us scope strategy.

Please select.

Example: Me + my business partner + 3 installers + 1 office admin

Please describe your team.

Please select.

3
Section 3

Clients & Market

Who you serve and how they find you.

Who are they? What are they building, buying, or trying to accomplish? What do they care about most when choosing a company like yours?

Please describe your ideal client.

If B2B, what type of business? If B2C, what type of person?

Please select.

Bad fit by budget, attitude, project type, location, whatever applies.

Please describe who is not a good fit.

Select all that apply.

Please select at least one.

Price? Timeline? Trust? Project size? Something else?

Please share the common objection.

4
Section 4

Current State & Challenges

What's hard right now and what's gone wrong before.

Please share your biggest bottleneck.

Please describe a bad week.

Please select.

Please share what drains your energy.

5
Section 5

Goals & Direction

Where you're going and when.

"Grow revenue" is not specific. "Get 10 new builder clients in the Waco area before September" is specific.

Please share your top goals.

Revenue, team size, market position, locations, lifestyle, whatever matters most to you.

Please share your long-term vision.

Your personal success definition. Not the business goal, but your gut-check for "yes, this was worth it."

Please share what success looks like to you.

Please share what you're most excited about.

6
Section 6

Brand & Content Identity

How you want to show up and what to avoid.

Maximum 3 selections.

Please select 1 to 3.

Please share what to avoid.

If you've never done content before, tell us what you think would resonate with your audience.

Please share your best-performing content.

Competitors, brands in other industries, local businesses, or national brands.

Please share brands you admire.

Please select at least one.

7
Section 7

Partnership Setup

How we'll work together day to day.

Please select.

Please select.

Name and role for each person.

Please share who approves what.

Please select.

Please select at least one service.

Account access

No need to share any passwords here. Once we begin, we'll set up access to your website and social accounts together the secure way, usually by adding the Balay ni Bruno & Co. team as an editor or admin. You stay in full control, and nothing sensitive ever travels through a form.

Ready to Submit

You're almost in

Review your answers, then submit. Bruno will personally reach out within 24 hours to set up your kickoff call.

Your information is kept private and shared only with the Balay ni Bruno & Co. team.

Please fix the following before submitting:

    Your submission goes directly to Bruno.

    Thank you. You're officially in.

    We've got everything we need to start working on your strategy. Bruno will personally reach out within 24 hours to set up your kickoff call.

    If anything comes up in the meantime, email admin@balaynibruno.co or reply to the welcome email.

    Welcome home