Comprehensive Client Intake Form Template for New Brands

This client intake form template is meticulously designed to help digital marketing agencies onboard new brand clients seamlessly. It is perfect for agencies working with startups or brands that are just beginning to define their identity and voice in the market. This form ensures you capture every necessary detail to craft a tailored digital marketing strategy that aligns with your client’s vision and goals.

Key Features of the Form:

• Basic Information: Gather vital contact details, company information, and an overview of the client’s business.
• Branding and Assets: Collect existing brand assets, color schemes, and understand the desired brand voice and identity.
• Market Understanding: Learn about your client’s target audience, competitors, and geographic focus to better position their brand in the market.
• Digital Presence: Document current website details, social media platforms, and any existing content strategy to identify gaps and opportunities.
• Marketing Goals and Challenges: Understand the client’s primary objectives, challenges they are facing, and their expectations from digital marketing efforts.
• Content and Communication: Identify preferred content formats, communication channels, and update frequency to streamline collaboration.
• Budget and Strategy Preferences: Capture budget constraints, marketing strategy preferences, and tools/platforms your client is familiar with or prefers.

This form template includes over 40 detailed fields, each crafted to provide comprehensive insights into your client’s business. It is fully customizable and compatible with Gravity Forms, featuring dropdowns, checkboxes, radio buttons, and text areas. Streamline your client onboarding process, improve information accuracy, and ensure all necessary details are collected to kickstart a successful digital marketing campaign.