About this template
Kick off new client relationships smoothly with this comprehensive digital marketing client intake form. Designed for agencies, consultants, and freelance marketers, this template captures everything you need before launching a new campaign. It gathers essential background information including company details, product offerings, target audience demographics, current web infrastructure, active advertising platforms, and primary business goals.
Collecting this data upfront prevents miscommunication and ensures your team has a clear roadmap for campaign success. Use it to understand existing marketing budgets, identify key competitors, and align expectations from day one. With Doc2Form, you can instantly turn this template into a live Google Form, making it effortless to share with new clients and organize their responses directly in your Google Workspace.
Key features
- Collect complete business and brand backgrounds in one organized submission.
- Identify target demographics and customer age groups accurately.
- Gather existing website, hosting, and e-commerce platform details.
- Understand monthly advertising budgets and core campaign goals.
- Fully customizable to match your agency's specific onboarding workflow.
Use cases
Onboarding new retainer clients at a digital marketing agency.
Collecting project requirements for freelance SEO or PPC consultants.
Assessing brand readiness before starting social media management cam…
Assessing brand readiness before starting social media management campaigns.
What this form collects
- Client Contact Name (Short answer)Enter your full name.
- Job Title (Short answer)Your current role or title within the company.
- Email Address (Short answer)Where we can send campaign updates and reports.
- Phone Number (Short answer)Best number to reach you during business hours.
- Company Name (Short answer)Official legal or trading name of your business.
- Company Website URL (Short answer)Include the full web address (e.g., https://www.yourdomain.com).
- Company Description (Paragraph)Briefly describe your company's mission, core offerings, and unique value proposition.
- Nature of Business (Dropdown)Select your primary business model.
- Products & Services Description (Paragraph)What are your primary products or services that we will be promoting?
- Target Customer Age Group (Checkboxes)Select the primary age range of your target audience.
- Current Website Platform (Dropdown)What content management system powers your website?
- Active Advertising Platforms (Checkboxes)Select any platforms where you currently run paid campaigns.
- Main Competitors (Paragraph)List 2 to 3 of your top competitors and their websites if known.
- Primary Company Goals (Paragraph)What are the main objectives you hope to achieve with our marketing efforts (e.g., lead generation, online sales, brand awareness)?
- Monthly Advertising & Marketing Budget (Dropdown)Select your approximate monthly budget range for marketing initiatives.
FAQ
How do I send this intake form to my clients?
Once you convert this template into a Google Form using Doc2Form, simply share the form link via email, embed it on your website, or send it during your kickoff call.
Can I edit the questions to fit my agency's specific services?
Yes! Because the template lives in your Google Forms account, you can freely add, remove, or modify any questions to match your exact service offerings.
Where are client responses stored?
All submissions are automatically saved in your connected Google Sheets spreadsheet, making it easy to review data and share insights with your team.
Is this template mobile-friendly for clients?
Google Forms are fully responsive, allowing your clients to fill out the intake questionnaire seamlessly from their phones, tablets, or desktop computers.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.