Template

New Client Intake Form

by Ashley Bruner, from the Community

10+

This new client intake form is designed for agencies and consultants to collect key information at the first meeting. It covers client details, products and services, short- and long-term goals, competitors, positioning, and target audience. Capture brand guidelines, preferred colors, taglines, and adjectives. Gather logo requirements, website objectives, sections and features, content readiness, ecommerce needs, and email marketing integration. Include stakeholder contacts, marketing mix satisfaction, and social engagement. Record timelines, budgets, invoicing and payment preferences, plus any special requirements and system access.

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Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

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Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions .

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Use this form to collect client's information
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New Client Intake Form

About author

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Marketing Weekly Checklist

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