Marketing Client Intake Form Guidelines

To submit this form, fill out each required field thoroughly. You can then download the completed document. For email submission, send the form to your designated marketing department email or fax it to the provided number. Physical copies can be sent to the marketing office address specified in the contact section.

For 2024, the recommended submission date for the Marketing Client Intake Form is January 15. For 2025, plan to submit by January 20 to ensure your marketing strategies are in place for the new year. Stay ahead of your competitors by adhering to these important deadlines.

The purpose of this Marketing Client Intake Form is to gather comprehensive information from clients. It allows businesses to clearly understand their marketing needs and objectives. By filling out this form, clients contribute to building tailored marketing strategies that resonate with their target audience.

• 1. Company Name: The official name of the client's business.
• 2. Client's Full Name: The full name of the contact person.
• 3. Email Address: The email through which correspondence will be conducted.
• 4. Phone Number: A contact number for direct communication.
• 5. Job Title: The client's designation within the company.
• 6. Job Responsibilities: A brief overview of the client's job responsibilities.
• 7. Company Website URL: The URL for the company's official website.
• 8. Social Media Platforms: Links to the company's social media profiles.
• 9. Company Description: An overview of what the company does.
• 10. Primary Products and Services: Descriptions of the main products and/or services offered by the business.
• 11. Company Goals: What the business aims to achieve in the short and long term.
• 12. Target Age Group(s): Identifiers for the age demographics of the target audience.
• 13. Monthly Budget for Advertising: The amount allocated for advertising and digital marketing each month.
• 14. Competitors: Primary competitors in the same industry.
• 15. Selling Platforms Used: The platforms through which sales are conducted.
• 16. Company Goal Progress: Assessment of how close the company is to achieving its stated goals.
• 17. Primary Marketing Goals: The main goals intended to be accomplished through marketing endeavors.
• 18. Services Seeking: A list of marketing services being sought by the company.
• 19. Target Start Date: Proposed commencement date of marketing activities.
• 20. Target Completion Date: Expected completion date for the marketing initiatives.
• 21. Estimated Budget for Project: The anticipated budget for the specific marketing project.
• 22. Additional Requirements or Comments: Any further specifications or remarks related to the submission.

If the form is not submitted, critical information may remain unaddressed, delaying project timelines. Important insights and marketing strategies will also be overlooked, possibly affecting your overall business growth.

• Delayed Service: Without submission, service initiation may be postponed.
• Inaccurate Goals: Failure to clarify goals can lead to mismatched service expectations.
• Missed Opportunities: Not submitting the form may result in missed marketing opportunities.
• Lack of Communication: Poor information flow can lead to misunderstanding business needs.

• 1. New Client Onboarding: Utilize the form to gather information from newly acquired clients.
• 2. Market Research Initiatives: Employ the form when conducting research to better understand market needs.
• 3. Project Kick-off: Deploy this form to inform team members about client expectations and goals.
• 4. Target Market Analysis: Use the insights gathered from the form to identify target demographics.
• 5. Budget Planning Sessions: Incorporate the form details when planning the marketing budget.