Marketing Intake Form

A Marketing Intake Form is the first step in understanding your client’s needs, goals, and expectations. Instead of going back and forth with emails, a well-structured form helps collect all necessary details in one go. With Formester’s Form Builder, you can create a fully customized intake form that makes client onboarding smooth and hassle-free.

This form captures important information such as business objectives, target audience, budget, and preferred marketing channels. You can also add sections for branding guidelines, campaign timelines, and competitor analysis. To make things easier, you can use Free Form Templates and tailor them to your needs in just a few clicks.

For agencies handling multiple clients, using Collaborative Forms allows team members to work together seamlessly. You can assign tasks, review responses, and update forms in real time. If clients need to attach files like logos, images, or documents, the File Upload Forms feature makes it simple.

To ensure high-quality leads, use Email Verification to filter out invalid or fake emails. Plus, if you require approvals before proceeding with a project, the Electronic Signature option enables clients to sign off directly on the form.

Tracking responses is effortless with Form Analytics, which provides insights into submissions, drop-off rates, and engagement levels. If you work internationally, the Multi-Language Form Translations feature helps clients fill out forms in their preferred language.

A Marketing Intake Form built with Formester ensures a faster, clearer, and more efficient client onboarding process. Ready to get started? Try Formester today!