Marketing
Marketing Campaign Request Form (Client to Agency) template
Request a new campaign
Tell us the goal, channels, and timing so we can plan the campaign.
10
Fields
7
Required
4
Field Types
No
Multi-Step
Why Use This Template
- Standardize campaign briefs so nothing falls through the cracks
- Align on budget, channels, and KPIs before any work begins
- Reduce misalignment by capturing target audience and messaging upfront
Common Use Cases
- Clients briefing their marketing agency on upcoming campaigns
- Internal marketing teams requesting campaign support
- Franchise or multi-location campaign coordination
Form Fields
Campaign Name / Goal
Text Required
Target Audience for this Campaign
Long Text Required
Key Message / Offer
Long Text Required
Desired Channels (Select all that apply)
Checkbox Required
7 options
If Other Channels, please specify
Text
Campaign Budget (Advertising Spend + Agency Fees)
Text Required
Desired Start Date
Date Required
Desired End Date (if applicable)
Date
Key Metrics for Success (KPIs)
Long Text Required
Any Additional Information or Assets? (Links to branding, past campaign data, etc.)
Long Text
Submit button: Submit Campaign Request
Success message: Marketing campaign request submitted. Our team will review and strategize with you.
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