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welcome to the Coop

Let's build it.

Welcome. This is how Roost gets to know you. Whether you've already decided you want to work together, or you're just curious and exploring, this intake helps me understand your business deeply enough to actually be useful. Plan on twenty minutes, maybe a coffee. Some questions are quick. Some deserve a real answer.

Your progress saves automatically as you type, so if you need to step away and come back, you won't lose anything. When everything's filled in, hit Submit and I'll read through it carefully. You'll get a copy by email for your records.

five sections

22 questions

expect about

20 minutes

saves automatically

come and go

section one

About you and the business

The basics. Who you are, what you do, where you live online.

01

02

You'll get a copy of this intake emailed to you for your records.

03

If you don't have one yet, leave blank.

04

Written for a friend, not investors. How would you describe it at a dinner party.

05

A short label is fine. Marketing agency, restaurant, nonprofit, etc.

section two

The work

The honest stuff. What you do well, what you dread, what you'd kill for.

06

Specifics help. Age, role, mindset, what they're trying to do.

07

No false modesty. What's the thing people come to YOU for.

08

This is the most useful question on the form. Be honest.

09

Could be a tool, a process, a magic button. Dream a little.

10

The load-bearing parts of your business. The things that can't drop.

section three

The current stack

What you're using now, what's broken, what's worth keeping.

11

All of them. Sprout Social, HubSpot, three Google Docs, the spreadsheet that's only on your laptop. The whole picture.

12

Be specific. "Slow" is less useful than "the calendar view doesn't show what's on deck for next week."

13

If a tool's doing one thing well, we should know before we replace it.

14

An approximate total is fine. This helps me frame ROI honestly.

section four

The brand

Your look, your voice, your reference points. The Coop will inherit all of this.

15

Hex codes if you have them (e.g. #4A2D3D, #C9963D). Otherwise describe (e.g. "warm cream, terra cotta, deep aubergine"). Or paste a link to your brand kit.

16

Specific names are great. If you don't know, describe the feel: "round and modern" or "serif but warm."

17

Pick three adjectives. They'll guide the copy I write inside your Coop.

18

Could be the website, the voice, the product, anything. Helps me triangulate what "good" looks like to you.

section five

The build

The specifics that turn this into a real plan. Almost there.

19

Which Feathers feel essential?

Multi-select. Don't worry about getting it perfect, we'll refine together. Pick what jumps out.

brand & content

clients & operations

display & storefront

team & inside

outreach toolkit

care & maintenance

20

Names, roles, and emails. So I know who I'm building this for.

21

Don't stress about this, it's a target. Helps me sequence the build around your other deadlines.

22

Open field. The stuff that doesn't fit anywhere else but matters anyway.

That's everything.

Hit Submit and I'll read through your responses personally. Expect a thoughtful note back from me within a few days, with what I see and what I'd suggest next.

Your responses go directly to Lynsie. No third parties, no email lists, no automated marketing.

Got it.

your intake is in my hands

Thank you for taking the time. I read every intake personally, and I'll be in touch within a few days with what I see and what I'd suggest next. Whether or not we end up working together, you'll hear from me.

In the meantime, feel free to close this tab. Your answers are safe.

warmly, Lynsie

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