Digital Marketing Client Intake Form Template
A marketing intake form is a game-changing tool for marketing agencies, freelancers and digital consultants to gather crucial details about new clients. Whether you’re working with a startup, an established business or a corporate enterprise, this online questionnaire streamlines the marketing intake workflow, making sure you gather all essential details upfront. The template includes company details, goals, brand positioning, preferred marketing strategy and services, and target audience insights.
AidaForm offers a fully customizable marketing client intake form template that helps agencies and professionals simplify client onboarding. The form covers critical aspects such as SEO, social media marketing, advertising needs and branding strategies. It’s an efficient way to align client expectations with deliverables while reducing back-and-forth communication. Plus, our drag-and-drop form editor allows you to tailor every question, ensuring that your questionnaire for marketing projects captures exactly what you need. Get started today and elevate your client intake experience with a smooth and professional process!
Key Features for an Efficient Marketing Questionnaire for Clients
AidaForm provides powerful tools to create a client questionnaire that is not only professional but also highly efficient. Here’s how our platform helps digital marketing agencies streamline the client onboarding:
Fully customizable and user-friendly forms
With AidaForm, you can easily tailor your onboarding questionnaire to fit your agency’s specific needs. Add multiple-choice questions, dropdowns, address fields and text input to collect all the necessary client information. Adjust the form design to match your branding by customizing colors, fonts and layouts — ensuring a seamless client experience.
Smart logic jumps for a personalized experience
Make your form more dynamic with Conditional Logic Jumps. Show only relevant questions tailored to prior responses to make your client intake form feel more personalized and less overwhelming. This feature improves the completion rate and ensures that you only collect relevant data.
Mobile-friendly and embeddable forms
AidaForm’s marketing project forms are fully responsive, meaning clients can complete them from any device — desktop, tablet or smartphone. Seamlessly integrate your form into your website, distribute it via email or post it on social media to reach clients wherever they are.
Customizable ’Thank You’ pages and redirects
Make the most of your form submissions by setting up personalized ‘Thank You’ pages or redirecting clients to a landing page. This is a great opportunity to guide new leads toward additional resources, case studies or booking a consultation.
Built-in calculations for price estimates
If your agency offers tiered pricing or custom marketing packages, AidaForm’s built-in calculations allow you to generate instant price estimates. This feature is especially useful for agencies offering social media marketing, SEO or PPC management services, as it provides transparent pricing from the start.
Automated email notifications for quick follow-ups
Stay on top of new client inquiries by setting up automatic email notifications. As soon as your form is submitted, you and your team will receive an instant alert, allowing for a prompt and professional response.
Secure data storage and integration with CRM tools
All responses from your client questionnaire are securely stored in your AidaForm account. Export data as a PDF or connect AidaForm to popular CRM tools via Zapier for seamless workflow integration. This ensures that all client data is easily accessible for your team.
Ready to streamline the way you onboard new clients? Try AidaForm’s new client intake form for marketing today!