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Marketing Client Intake Form Template for Singapore

A Marketing Client Intake Form is a comprehensive document used in Singapore to gather essential information about new marketing clients and their requirements. The document complies with Singapore's PDPA and relevant marketing regulations, collecting client details, project specifications, budget information, and marketing preferences while ensuring proper data protection and privacy compliance. It serves as the foundation for establishing a marketing service relationship and helps align deliverables with client expectations.

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What is a Marketing Client Intake Form?

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.

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

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

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

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

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

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) @ tiktok成人版 | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

Jurisdiction

Singapore

Document Type

Intake Form

Cost

Free to use

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