Marketing Intake Form

The Marketing Intake Form helps you gather key information from clients or team members before starting any campaign or project. It gives you a clear picture of the goals, audience, budget, and creative direction—so you can hit the ground running.

It keeps communication clear and helps avoid last minute surprises.

About this template

This form collects campaign goals, timelines, target audience, and creative requirements. It works well for agencies, internal marketing teams, freelancers, and consultants.

Why Use This Marketing Intake Form?

Starting a marketing project without enough information leads to confusion and delays. This form helps you ask the right questions upfront so your team or client is aligned from day one.
You get clear inputs, reduce back and forth, and save time on revisions.
It’s ideal for ad campaigns, social media projects, branding work, and content planning.

Smart Features That Help You Start Projects Right

  • Let clients upload brand guidelines or reference materials → Enable file uploads

  • Organize responses with dropdowns, checkboxes, and text inputs → Build with drag and drop form builder

  • Use conditional logic to show different questions based on project type

  • Send automatic email confirmations to both parties

  • Store all form submissions in one place for quick reference

How to Use This Form

  1. Click Use Template

  2. Add your logo, agency name, and customize the questions

  3. Include fields for goals, budget, deadlines, and creative needs

  4. Share the form with clients or internal teams

  5. Review all submissions and begin your project with clarity

Use this form to kick off marketing projects with the right details, reduce miscommunication, and keep your workflow smooth.

Looking for more templates?

Simplify your form creation process with our range of professionally designed form templates. Choose from a variety of styles and designs, including contact forms, surveys, job applications, and more - all available now for free!

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