Marketing forms for briefs, client intake and testimonials

Most marketing forms fail because the brief arrives half written. The Marketing brief form walks through goal, audience, message, channels and deadline so nothing is left for the kickoff call. If you collect quotes from customers, use the Testimonial form, which asks for permission to publish instead of leaving you to chase it later.

9 templates

  • Client intake form

    Form · Marketing17 questions~4 min

    Everything you need before the first client session, asked in the right order.

    client intakenew client questionnaireagency onboarding

  • Client profile form

    Form · Marketing17 questions~5 min

    A reference record of a client's business, customers, market and priorities.

    client profileclient informationagency client record

  • Demo feedback form

    Form · Marketing11 questions~3 min

    Hear what landed in the demo, what didn't, and what the buyer wants next.

    demo feedbacksales demo surveyproduct demo follow-up

  • Design consultation form

    Form · Marketing16 questions~5 min

    Everything a designer needs to walk into the first meeting with ideas.

    design consultationdesign questionnairedesigner client questionnaire

  • Ecommerce registration form

    Form · Marketing14 questions~3 min

    One sign-up for customers, trade buyers and sellers, each asked what fits.

    ecommerce registrationwholesale account applicationvendor registration

  • Event planner consultation form

    Form · Marketing14 questions~4 min

    The occasion, numbers, venue and priorities, gathered before the first meeting.

    event planner questionnaireevent planning consultationevent inquiry form

  • Marketing brief form

    Form · Marketing16 questions~5 min

    A campaign brief that covers the goal, audience, message, channels and deadline.

    marketing briefcampaign briefcreative brief

  • Testimonial form

    Form · Marketing14 questions~4 min

    Collect quotes you're actually allowed to publish.

    testimonial formcustomer testimonial requestreview collection

  • User registration form

    Form · Marketing12 questions~4 min

    Collect what you need to register and approve a new user.

    user registration formaccount registrationsign up form

Frequently asked questions

What should a marketing brief form include?

At minimum the goal, the audience, the key message, the channels and the deadline. A budget question and a note on what has been tried before make the brief much easier to act on.

How do I collect testimonials I can actually use?

Ask for the quote in the customer's own words, the name and role they want shown, and a clear yes to publishing it. The Testimonial form asks for all three.

Can I use a client intake form for different kinds of clients?

Yes. Add branching so each type of client only sees the questions that apply to them, and edit any question to match your service.

Ask like a person. Watch them finish.

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