About this template
The Marketing Request Form is an essential tool for marketing teams and agencies to centralize project intake. Instead of managing scattered emails and Slack messages, this template provides a structured brief that ensures your team has all the necessary details—such as target audience, budget, and KPIs—before work begins. It acts as a standardized intake portal that filters out vague requests and helps prioritize incoming work.
By using this Google Form template, you can ensure that every project request includes critical information like design requirements, brand guidelines, and preferred timelines. This clarity reduces back-and-forth communication, minimizes scope creep, and allows your team to focus on execution rather than chasing missing details. It is perfect for internal departments coordinating with stakeholders or agencies onboarding new client projects.
Key features
- Standardize project briefs to reduce back-and-forth emails.
- Capture essential budget and timeline data upfront.
- Categorize requests by marketing channel and project type.
- Easily export responses to Sheets for project tracking.
- Maintain brand consistency by requiring guideline links.
Use cases
Internal departments requesting campaign support from the marketing t…
Internal departments requesting campaign support from the marketing team.
Agencies collecting project briefs from new clients.
Managing ad-hoc creative requests like social media assets or email d…
Managing ad-hoc creative requests like social media assets or email designs.
Coordinating event promotion and marketing collateral requests.
What this form collects
- Requester Name (Short answer)Full name of the person submitting this request.
- Department (Short answer)Which department are you representing?
- Project Title (Short answer)A short, descriptive name for your project.
- Project Overview (Paragraph)Briefly describe the project, its purpose, and what you hope to achieve.
- Target Audience (Paragraph)Who are we trying to reach with this campaign or project?
- Marketing Channels (Checkboxes)Select the channels you intend to use.
- Preferred Start Date (Date)When would you like this project to begin?
- Desired Completion Date (Date)What is your hard deadline for this project?
- Estimated Budget (Short answer)What is the total budget allocated for this project?
- Key Performance Indicators (KPIs) (Paragraph)How will we measure the success of this project?
- Supporting Resources (Paragraph)Please paste a link to any relevant files, brand guidelines, or existing assets.
FAQ
What information should I include in a marketing request?
A comprehensive request should cover the 'who, what, when, and why.' Include project goals, target audience, budget, key messages, and any existing assets or brand guidelines that must be followed.
Can I use this form for both internal and external requests?
Yes. This template is versatile enough to be used by internal teams submitting requests to their marketing department or by external clients providing briefs to a marketing agency.
How do I track the status of these requests?
Once you receive a submission, Google Forms automatically saves the data to a linked Google Sheet. You can use that sheet to assign statuses, track progress, and manage your team's workflow.
Should I require a budget for every request?
It is recommended to include a budget field, even if it is optional. Knowing the financial scope upfront helps your team decide which projects are feasible and how to allocate resources effectively.
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.