When to use this template
Start with the questions below, then adapt them to your own process. Request aggregate performance context and never ask a prospect to paste analytics credentials or customer lists.
Prepare a useful first conversation and hand off the right context to the delivery team. Use this version when you need to connect marketing activity to an audience and a measurable business goal.
Questions included
- Your nameShort answer · Required
- Email addressEmail · Required
Used to respond about this request.
- Who is your target audience?Long answer · Required
- What offer are you promoting?Long answer · Required
- Primary channelDropdown · Optional
- What have you tried so far?Long answer · Optional
- How will you measure success?Short answer · Optional
Make it your own
- Replace the introduction with your own context for marketing client intake.
- Request aggregate performance context and never ask a prospect to paste analytics credentials or customer lists.
- Check required questions, remove information you do not need, then test the form on a phone.
- Publish a copy and share its link or embed it on your page.
Before you publish
Keep discovery separate from account access. Never request passwords through an intake form.
Common questions
What does this marketing client intake form collect?
It includes who is your target audience, what offer are you promoting, primary channel, what have you tried so far. Every question can be edited before you publish.
What should I customize before sharing it?
Request aggregate performance context and never ask a prospect to paste analytics credentials or customer lists.
What happens after someone submits it?
Keep discovery separate from account access. Never request passwords through an intake form. Published copies store responses in the form inbox. Optional owner email notifications require a connected email service.