Marketing Client Intake Form

Marketing Client Intake Form for the United Kingdom

Marketing Client Intake Form Template for England and Wales

A Marketing Client Intake Form is a comprehensive document used in England and Wales to gather essential information about new marketing clients and their requirements. It serves as the initial point of contact between marketing agencies and potential clients, collecting crucial details about business objectives, marketing goals, budget constraints, and project timelines. The document ensures compliance with UK data protection laws and marketing regulations while establishing clear communication channels and expectations between parties.

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What is a Marketing Client Intake Form?

The Marketing Client Intake Form is a crucial document used at the onset of a marketing agency-client relationship in England and Wales. It serves as a structured method for gathering comprehensive information about potential clients, their business needs, and marketing objectives. This form helps agencies assess project scope, resource requirements, and alignment with their capabilities while ensuring compliance with UK GDPR, data protection regulations, and marketing standards. The document typically precedes formal contract formation and helps establish clear expectations and parameters for the potential marketing engagement.

What sections should be included in a Marketing Client Intake Form?

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

What sections are optional to include in a Marketing Client Intake Form?

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

What schedules should be included in a Marketing Client Intake Form?

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

Authors

Alex Denne

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

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Medical Intake Form

A standardized template for collecting patient information in England and Wales, compliant with UK healthcare and data protection regulations.

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Download a Standard Template

What is a Marketing Client Intake Form?

What sections should be included in a Marketing Client Intake Form?

What sections are optional to include in a Marketing Client Intake Form?

What schedules should be included in a Marketing Client Intake Form?

Authors

Alex Denne

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