Marketing Client Intake Form

Marketing Client Intake Form Template for Singapore

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Key Requirements PROMPT example:

"Need a Marketing Client Intake Form for our Singapore-based digital marketing agency that specializes in e-commerce clients, with strong emphasis on data privacy compliance and detailed social media marketing requirements sections to be implemented by March 2025."

Document background

The Marketing Client Intake Form is an essential document used at the onset of a new marketing engagement in Singapore. It serves as the primary tool for collecting crucial information about clients, their business objectives, and marketing needs while ensuring compliance with Singapore's Personal Data Protection Act and relevant marketing regulations. This form typically precedes any formal marketing service agreement and helps marketing agencies understand client requirements, set appropriate expectations, and develop targeted marketing strategies. It includes sections for business information, project scope, budget considerations, and marketing preferences, forming the foundation for successful marketing partnerships.

Suggested Sections

1. Client Information: Basic contact details, company information, and business registration details

2. Project Requirements: Specific marketing needs, objectives, and target audience

3. Budget Information: Expected marketing spend and payment terms

4. Data Protection Consent: PDPA-compliant consent clauses for data collection and usage

5. Marketing Preferences: Preferred channels and communication preferences

Optional Sections

1. Competitor Analysis: Details about competitors, used when competitive positioning is crucial for strategic marketing campaigns

2. Previous Marketing History: Past marketing efforts and results, for clients with existing marketing track record

3. Social Media Presence: Current social media accounts and metrics, relevant for digital marketing campaigns

Suggested Schedules

1. Privacy Policy: Detailed privacy and data protection policies

2. Service Menu: List of available marketing services and pricing

3. Brand Guidelines: Client's existing brand guidelines and requirements

4. Terms and Conditions: Standard terms of service and engagement conditions

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

Digital Marketing
Retail
Professional Services
E-commerce
Hospitality

Relevant Teams

Marketing
Business Development
Legal
Client Services
Operations

Relevant Roles

Marketing Director
Account Manager
Business Development Manager
Marketing Coordinator
Compliance Officer

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Let's create your Marketing Client Intake Form

Authors

Alex Denne

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