The beginning of a shared vision

Client Onboarding & Discovery
Questionnaire

Every successful partnership starts with a shared vision. To ensure our strategic direction aligns seamlessly with your brand identity and commercial goals, please take a few moments to complete this discovery questionnaire. Your insights will form the foundation of our tailored approach.

Please share as much detail as you can.
Your answers are sent to Oceans A only when you submit.

Section 1

Brand Strategy & Vision

01Core Identity: What is the core ethos, vision, and market positioning of your brand?
02Brand Story & Origins: What is the founding story behind The Whale’s Whisper, and why was Tonga chosen for these retreats?
03Tone of Voice: How should the brand sound across written channels? (e.g., Mystical & Elevated, Grounded & Academic, Warm & Intimate, Exclusive & Refined).
04Official Naming & Style: Is the official brand name The Whale’s Whisper, and do you prefer standard title case or ALL CAPS in visual collateral?
05Slogan & Taglines: Do you currently have an official tagline/slogan, or would you like us to develop options for you?
06Target Audience: Who is your exact ideal guest/buyer, and what are their primary desires, expectations, or transformation goals?
07Competitive Edge: What makes your concept, location, or experience completely unique compared to direct competitors?
Section 2

Logo & Visual Branding Deliverables

08Brand Mood & Personality: Which 3 to 5 adjectives best describe the visual feel of the logo and brand mark?(e.g., Sacred, Minimalist, Organic, High-End Luxury, Ethereal, Mythological)
09Symbolism & Elements: Are there specific symbols, motifs, or archetypes you want explored in the logo mark?(e.g., Sacred geometry, ocean waves, tail flukes, soundwaves/vibrations, organic line art)
10Typography Preferences: Do you lean towards clean modern serifs, sleek editorial sans-serifs, or customized luxury hand-lettering?
11Color Direction & Restrictions: Are there specific color tones you feel strongly drawn to, or any colors you strictly want to avoid?
Section 3

Guest Journey, Pricing & Sales Mechanics

12Investment & Payment Structure: What is the exact price per guest/couple, the required deposit amount, and the full payment schedule?
13Guest Criteria & Vetting:
  • Are there specific physical or personal requirements (e.g., swimming proficiency, health considerations,experience level)?
  • What are the rooming configurations (e.g., shared suites vs. private villas)?
14Capacity & Availability: Are all three retreats capped at exactly 6 guests, or is there room for private buyout options for intact groups?
15Payment Processing: What payment gateway will you use to collect deposits and full balances online (e.g., Stripe,Wise, bank transfer)?
16Key Conversion Goal: Beyond booking inquiries, would you like a primary secondary conversion path on the page? (e.g., Downloading a high-touch retreat brochure, joining an exclusive waitlist for 2028)
17Application & Booking Flow: How would you prefer guests to move through the landing page?
Select one option.
18Sales Operations & Lead Hand-off:
  • When high-intent inquiries or retreat applications come in through digital channels, who on your team is designated to host sales/discovery calls and send out custom quotes?
  • What is your target response window for new inquiries (e.g. immediate, minutes, hours, 24 hours)?
Section 4

On Ground Operations & Experience Details

19Excursion & Water Logistics: What are the exact boat specifications, daily swim protocols, licensing/permits, and safety protocols in place for whale encounters?
20Inclusions & Exclusions: What is explicitly included in the package (e.g., domestic island flights, meals, gear, photography, spiritual sessions) versus out-of-pocket costs (e.g., international flights, alcohol, gratuities)?
21Accommodation & Dining Setup: Where exactly are guests staying, and how are meals managed?
22Spiritual & Holistic Framework:
  • Please outline each activity, practice, or experience included within the program schedule.
  • Who leads the spiritual, energetic, or breathwork elements, and what is their background/credential story?
Section 5

Creative Direction & Content Strategy

23Visual Identity & Aesthetic: What visual tone, color palette, or aesthetic style best represents your brand? Are there existing brand guidelines we should reference?
24Content Pillars: What specific themes should be emphasized across marketing (e.g., ocean conservation, luxury design, wellness, local Tongan culture)?
25Brand Boundaries: Are there any specific spiritual, astrological or philosophical topics that are strictly off-limits in copywriting and social stories?
26Human & Personal Branding: Would you like us to feature personalisation such as stories, audio voiceovers or imagery of The Whale’s Whisper team?
27Creative Autonomy & Approval Workflow:
  • Do you grant full creative direction for social media execution to Oceans A, or will you require approvals?
Select your preferred approval model:
28Audio & Mood References:
  • Do you have specific guidelines or preferences regarding audio/music selection?
  • Please provide links to any reference accounts, social media posts, or videos that capture your ideal aesthetic.
Section 6

Technical Infrastructure & Operations

29Domain & Hosting: Do you currently own your domain name?
30CRM & Lead Management: How will incoming leads be tracked internally (e.g., Notion, HubSpot, Google Sheets etc)?
31Primary Point of Contact: Who on your team will be our main point of contact for day-to-day communications and approvals?
32Compliance & Non-Negotiables: Are there any specific non-negotiables, regulatory guidelines, or legal restrictions we must adhere to?

A thoughtful beginning.

When you are ready, share your answers with our team and help us shape the next chapter.

Your responses are sent through Formspree to Oceans A.