Marketing Client Intake Form

Marketing Client Intake Form Template for Canada

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Key Requirements PROMPT example:

"I need a Marketing Client Intake Form for my national retail chain that includes detailed sections for e-commerce integration and social media management, with strong CASL compliance features for our planned digital marketing campaign launch in March 2025."

Document background

The Marketing Client Intake Form is a crucial document used at the beginning of a potential marketing service engagement in Canada. It serves as the primary tool for gathering comprehensive information about new clients while ensuring compliance with Canadian federal and provincial regulations, particularly PIPEDA and CASL. The form is designed to collect essential business details, marketing objectives, budget parameters, and necessary legal consents for data handling and electronic communications. It includes sections for both basic client information and specific marketing requirements, making it suitable for various business sizes and industries. This document typically precedes any formal service agreement and helps marketing agencies assess client needs, ensure regulatory compliance, and establish clear communication channels from the outset of the relationship.

Suggested Sections

1. Client Information: Basic business details including company name, registration number, address, primary contact information

2. Business Profile: Overview of client's business including industry, target market, products/services, and years in operation

3. Marketing Objectives: Client's specific marketing goals, target audience, and desired outcomes

4. Current Marketing Activities: Overview of existing marketing efforts and channels being used

5. Budget and Timeline: Expected marketing budget range and project timeline requirements

6. Privacy and Data Collection Consent: PIPEDA-compliant consent for collecting and storing client information

7. Electronic Communications Consent: CASL-compliant consent for sending electronic marketing communications

8. Terms and Conditions: General terms regarding information usage and client-agency relationship

Optional Sections

1. International Marketing Requirements: Additional section for clients requiring marketing services outside Canada

2. E-commerce Integration: For clients requiring marketing services tied to online sales platforms

3. Competitor Analysis Requirements: For clients requesting competitive market analysis as part of services

4. Social Media Account Access: Authorization and access details for managing client's social media accounts

5. Creative Assets Inventory: For clients with existing brand assets and guidelines to be incorporated

Suggested Schedules

1. Schedule A - Service Package Options: Detailed list of available marketing service packages and their components

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

3. Schedule C - Brand Guidelines: Template for collecting client's brand guidelines and preferences

4. Appendix 1 - Privacy Policy: Detailed privacy policy explaining how client data will be collected, stored, and used

5. Appendix 2 - Communication Preferences Form: Detailed form for specifying preferred communication channels and frequency

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

Technology

Professional Services

Healthcare

Financial Services

Manufacturing

Entertainment

Education

Real Estate

Hospitality

Non-Profit

E-commerce

Consumer Goods

Automotive

Relevant Teams

Marketing

Business Development

Client Services

Legal

Compliance

Sales

Operations

Digital Marketing

Brand Management

Customer Success

Marketing Operations

Relevant Roles

Marketing Director

Business Development Manager

Client Relations Manager

Marketing Manager

Agency Account Executive

Compliance Officer

Legal Counsel

Marketing Coordinator

Sales Manager

Operations Manager

Digital Marketing Specialist

Brand Manager

Customer Success Manager

Marketing Operations Manager

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