Comprehensive Client Intake Form for Digital Marketing Agencies

This meticulously crafted client intake form is designed to gather all the essential information needed to provide tailored digital marketing services. Whether you’re working with startups or established brands, this form ensures you capture every detail necessary to understand your client’s needs, goals, and challenges.

With over 30 thoughtfully designed fields, this form covers all key areas, including:

• Basic Information: Capture contact details, company name, and industry specifics.
• Branding & Design: Collect details about brand identity, existing assets, and design preferences.
• Market Research & Competitors: Understand your client’s market position, target audience, and competitive landscape.
• Website & Technology: Document the current tech stack, website goals, and needed integrations.
• Digital Marketing Strategies: Identify SEO, PPC, social media, and content marketing needs.
• Additional Information: Gather budget range, project timeline, and any other relevant details.

This comprehensive form is fully customizable and ready to integrate with Gravity Forms. It includes dropdowns, checkboxes, and text areas to ensure a smooth and efficient client intake process. Save time, improve accuracy, and start your client projects with all the information you need to succeed.