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Marketing Client Intake Form Template for England and Wales

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Key Requirements PROMPT example:

Marketing Client Intake Form

"I need a Marketing Client Intake Form for my digital marketing agency that specializes in e-commerce clients, with specific sections for online sales metrics and social media presence, compliant with UK GDPR requirements for early 2025 implementation."

Document background
The Marketing Client Intake Form is a crucial document used at the onset of a marketing agency-client relationship in England and Wales. It serves as a structured method for gathering comprehensive information about potential clients, their business needs, and marketing objectives. This form helps agencies assess project scope, resource requirements, and alignment with their capabilities while ensuring compliance with UK GDPR, data protection regulations, and marketing standards. The document typically precedes formal contract formation and helps establish clear expectations and parameters for the potential marketing engagement.
Suggested Sections

1. Client Information: Basic contact details including company name, address, primary contact person, phone, email, and business registration details

2. Project Requirements: Detailed marketing needs, objectives, target audience, and desired outcomes

3. Budget Information: Financial parameters, budget range, payment terms, and billing preferences

4. Timeline Requirements: Project deadlines, key milestones, and preferred project duration

5. Data Processing Consent: GDPR-compliant consent sections for data collection, processing, and storage

Optional Sections

1. Competitor Analysis Requirements: Additional section for clients requiring competitive positioning analysis or market research

2. Previous Marketing History: Section for documenting past marketing activities, campaigns, and their results

3. Brand Guidelines: Section for capturing existing brand standards, visual identity requirements, and brand voice

Suggested Schedules

1. Schedule A - Service Menu: Comprehensive list of available marketing services and standard service packages

2. Schedule B - Privacy Notice: Detailed information about data handling practices and GDPR compliance measures

3. Schedule C - Terms and Conditions: Standard terms and conditions for marketing service provision

4. Schedule D - Rate Card: Standard pricing structure for various marketing services and packages

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓÆµ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions
















Clauses
















Industries

UK GDPR and Data Protection Act 2018: Core data protection legislation governing how personal data must be collected, processed, and stored. Essential for the intake form's data collection and privacy notices.

Privacy and Electronic Communications Regulations (PECR) 2003: Specific rules for electronic communications, marketing consent, and cookies. Relevant for obtaining marketing permissions and communication preferences.

Consumer Rights Act 2015: Fundamental consumer protection legislation that ensures fairness and transparency in business-to-consumer relationships.

Consumer Protection from Unfair Trading Regulations 2008: Prohibits unfair commercial practices and requires transparency in business dealings. Affects how services are described and marketed.

Business Protection from Misleading Marketing Regulations 2008: Governs business-to-business marketing practices and prevents misleading advertising.

Electronic Commerce (EC Directive) Regulations 2002: Regulates electronic commerce and digital services, including requirements for online forms and electronic contracts.

Consumer Contracts Regulations 2013: Specifies information that must be provided to consumers before entering into contracts, including cancellation rights.

CAP Code: UK Code of Non-broadcast Advertising and Direct & Promotional Marketing - Sets standards for marketing communications and promotional activities.

Misrepresentation Act 1967: Provides remedies for misrepresentation in contracts, relevant for ensuring accuracy in service descriptions and client expectations.

Financial Services and Markets Act 2000: Regulatory framework for financial services marketing and promotion, if applicable to the client's industry.

Equality Act 2010: Ensures non-discrimination and equal treatment in service provision and business relationships.

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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