Marketing Intake Template

Make sure you always gather the information you need when your marketing agency is considering a new client. Formsite’s Marketing Intake Form Template ensures you ask the right questions so your agency can determine which potential clients are a good fit for the services you offer. This sample marketing client intake form template makes it easy to gather relevant information like company name, phone number, short-term and long-term goals, competitor list, as well as the type of marketing services sought such as landing pages, web design, social media content, digital marketing, email marketing, search engine optimization, increasing brand awareness, and more. This new client intake form can be fully customized with our drag and drop editor, so you can add and remove fields until the form is exactly what you need as you seek to find the right clients.

Use this new client information form as a lead generation tool by embedding it right in your website or sharing it via social media or email. No coding or knowledge of HTML is necessary. Enable optional notifications so anytime a potential new customer submits a form, you or a member of your staff will receive an alert. All form data is easy to export and use in a wide variety of software formats, too, including Excel, MS Word, Google Suite, PDF, and more.