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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."
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
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
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
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