Marketing Client Intake Form Template

Marketing Client Intake Form Template for Australia

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Key Requirements PROMPT example:

"I need a Marketing Client Intake Form Template for my digital marketing agency in Sydney, with strong emphasis on data privacy compliance and detailed sections for social media marketing services, suitable for technology sector clients."

Document background

The Marketing Client Intake Form Template is a essential business document designed for use in the Australian market when onboarding new marketing clients. It serves as the initial point of formal contact between marketing service providers and potential clients, capturing crucial information about the client's business, objectives, and marketing needs. The template is structured to ensure compliance with Australian privacy legislation, particularly the Privacy Act 1988, and includes necessary disclaimers and consent mechanisms. It helps marketing agencies standardize their client intake process while gathering all relevant information needed for proposal development and service planning. This document typically precedes the formal service agreement and helps establish clear expectations and parameters for the potential business relationship.

Suggested Sections

1. Client Information: Basic contact details, business information, and primary contact person details

2. Business Profile: Industry sector, company size, target market, and business objectives

3. Current Marketing Status: Existing marketing activities, channels, and performance metrics

4. Service Requirements: Desired marketing services, campaign objectives, and specific requirements

5. Budget and Timeline: Expected investment range and project timeframes

6. Privacy Notice: Information about how client data will be collected, used, and protected in compliance with the Privacy Act 1988

7. Terms and Conditions: Basic terms governing the intake process and initial relationship

8. Authorization: Client signature and acknowledgment of provided information and privacy notice

Optional Sections

1. Competitor Analysis: Optional section for clients wanting to provide information about their competitive landscape

2. Digital Assets Inventory: For clients with existing digital marketing assets requiring management

3. International Marketing: Additional section for clients requiring international marketing services

4. Crisis Management: Optional section for clients wanting crisis communication planning

5. Compliance Requirements: For clients in regulated industries with specific marketing restrictions

6. Brand Guidelines: Optional section for clients with existing brand guidelines to be followed

Suggested Schedules

1. Schedule A - Service Menu: Detailed list of available marketing services and their descriptions

2. Schedule B - Rate Card: Standard pricing for various marketing services offered

3. Schedule C - Sample Timeline: Typical project timelines and milestones for different marketing services

4. Appendix 1 - Privacy Policy: Detailed privacy policy and data handling procedures

5. Appendix 2 - Terms Glossary: Definitions of marketing terms and concepts used in the form

6. Appendix 3 - Technical Requirements: Technical specifications and requirements for digital marketing services

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

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Retail

E-commerce

Professional Services

Healthcare

Technology

Financial Services

Education

Manufacturing

Hospitality

Real Estate

Non-profit

Entertainment

Consumer Goods

Telecommunications

Automotive

Relevant Teams

Marketing

Business Development

Sales

Client Services

Operations

Legal

Digital Marketing

Brand Management

Customer Relations

Account Management

Relevant Roles

Marketing Director

Business Development Manager

Client Services Manager

Marketing Manager

Account Executive

Sales Manager

Marketing Coordinator

Business Owner

CEO

Operations Manager

Digital Marketing Specialist

Brand Manager

Chief Marketing Officer

Marketing Consultant

Client Relationship Manager

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Authors

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