Client Management
Comprehensive Agency Client Intake Form
A detailed form to gather all necessary information from a new agency client.
13
Fields
8
Required
4
Field Types
No
Multi-Step
Why Use This Template
- Win bigger projects by showing a thorough discovery process
- Eliminate scope creep by documenting goals and constraints upfront
- Speed up project kickoff with all stakeholder info in one place
Common Use Cases
- Digital agency client onboarding for web and app projects
- Creative agency discovery for branding and design engagements
- Marketing agency scoping for multi-channel campaigns
Form Fields
Primary Contact Name
Text Required
Primary Contact Email
Email Required
Primary Contact Phone
Phone Required
Company Name
Text Required
Company Website
Text
Project Goals & Objectives
Long Text Required
Describe your Target Audience
Long Text Required
Project Budget
Text Required
Key Stakeholders (Names/Roles)
Long Text
Existing Digital Assets (Website, Social Links, Branding Guidelines URL)
Long Text
Key Competitors (Names/Websites)
Long Text
Design Preferences (Styles, Colors, Examples of sites you like/dislike)
Long Text
Must-Have Features/Functionality
Long Text Required
Submit button: Submit Intake Form
Success message: Client intake form submitted successfully. We will review and contact you to discuss next steps.
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