Marketing Client Intake Form

Marketing Client Intake Form Template for Pakistan

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Key Requirements PROMPT example:

"I need a Marketing Client Intake Form for my digital marketing agency in Karachi, specifically tailored for tech startup clients, with emphasis on digital service packages and online campaign tracking, to be implemented by March 2025."

Document background

The Marketing Client Intake Form serves as an essential initial document in establishing a professional marketing relationship between service providers and clients in Pakistan. This document is typically used at the outset of a potential marketing engagement to collect comprehensive information about the client's business, marketing objectives, budget constraints, and specific requirements. The form ensures compliance with Pakistani marketing regulations, data protection laws, and business documentation requirements while gathering necessary details for creating effective marketing strategies. It includes sections for basic company information, marketing goals, budget parameters, and compliance declarations, making it a crucial tool for marketing agencies to assess client needs and establish clear project parameters.

Suggested Sections

1. Basic Client Information: Contact details, business name, registration numbers, and primary point of contact

2. Business Profile: Industry sector, company size, years in operation, and target market demographics

3. Current Marketing Status: Existing marketing efforts, channels used, and current market position

4. Marketing Objectives: Client's specific marketing goals, target audience, and desired outcomes

5. Budget Information: Marketing budget allocation, payment terms, and financial constraints

6. Project Timeline: Expected project duration, key milestones, and deadline requirements

7. Communication Preferences: Preferred communication channels, reporting frequency, and key stakeholders

8. Compliance Declaration: Client's declaration of compliance with Pakistani marketing laws and regulations

9. Authorization: Signatures, dates, and authorization for data processing and marketing activities

Optional Sections

1. Digital Assets: For clients requiring digital marketing services - details of existing websites, social media accounts, and digital assets

2. Competitor Analysis: Optional section for clients wanting detailed market positioning - information about key competitors and market challenges

3. International Marketing: For clients targeting international markets - specific requirements for cross-border marketing activities

4. Brand Guidelines: For established brands - existing brand guidelines, visual identity requirements, and brand voice

5. Past Campaign History: For clients with previous marketing experience - details of past campaigns and their performance

6. Special Industry Requirements: For regulated industries like healthcare or finance - specific compliance requirements and restrictions

Suggested Schedules

1. Schedule A: Service Package Details: Detailed breakdown of marketing services offered and their scope

2. Schedule B: Rate Card: Standard pricing for various marketing services and packages

3. Schedule C: Terms and Conditions: Standard terms and conditions for marketing services

4. Appendix 1: Required Documents Checklist: List of required documents for verification and compliance

5. Appendix 2: Marketing Assets Template: Template for listing existing marketing assets and materials

6. Appendix 3: Compliance Guidelines: Summary of relevant Pakistani marketing regulations and compliance requirements

Authors

Alex Denne

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

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Retail

E-commerce

Technology

Financial Services

Healthcare

Manufacturing

Education

Real Estate

Hospitality

Professional Services

Consumer Goods

Telecommunications

Media and Entertainment

Food and Beverage

Automotive

Relevant Teams

Marketing

Business Development

Client Services

Sales

Legal and Compliance

Brand Management

Digital Marketing

Customer Relations

Operations

Strategy

Relevant Roles

Marketing Director

Chief Marketing Officer

Business Development Manager

Marketing Manager

Client Relations Manager

Account Executive

Marketing Coordinator

Brand Manager

Digital Marketing Manager

Sales Director

Marketing Consultant

Agency Principal

Client Services Director

Marketing Operations Manager

Compliance Officer

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