Marketing Client Intake Form

Marketing Client Intake Form Template for India

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Key Requirements PROMPT example:

"I need a Marketing Client Intake Form for my digital marketing agency in Mumbai, focusing on e-commerce clients, with specific sections for social media marketing and online advertising campaigns, compliant with Indian IT laws and ASCI guidelines."

Document background

The Marketing Client Intake Form is a crucial document used at the initiation of a marketing service relationship in India. It serves as the primary tool for gathering comprehensive information about new clients and their marketing needs, while ensuring compliance with Indian legal requirements including the Consumer Protection Act 2019, IT Act 2000, and ASCI guidelines. This document is typically used when onboarding new marketing clients or updating existing client information, capturing essential details about the client's business, marketing objectives, service requirements, and compliance declarations. The form helps establish clear expectations and requirements while creating a foundation for the service relationship, all within the framework of Indian marketing and advertising regulations.

Suggested Sections

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

2. Business Profile: Nature of business, industry sector, years in operation, target market, and current market position

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

4. Current Marketing Status: Existing marketing efforts, brand guidelines, previous campaigns, and current marketing challenges

5. Budget Information: Marketing budget allocation, payment terms, and financial constraints

6. Service Requirements: Specific marketing services needed (digital, traditional, PR, etc.) and delivery expectations

7. Compliance Declarations: Client's confirmation of compliance with advertising standards and regulatory requirements

8. Data Handling Authorization: Client's consent for data collection, storage, and usage as per privacy laws

Optional Sections

1. Digital Marketing Specifications: Detailed section for clients specifically requiring digital marketing services, including social media platforms, SEO requirements, and online advertising preferences

2. Traditional Media Requirements: Section for clients needing traditional marketing services like print, radio, or television advertising

3. International Marketing Needs: Additional section for clients requiring marketing services in multiple countries or jurisdictions

4. Competitor Analysis Requirements: Optional section for detailed competitor analysis and market positioning requirements

5. Crisis Management Protocols: Section for clients requiring preparation for potential PR or marketing crisis situations

6. Marketing Technology Integration: Details about integration with client's existing marketing technology stack and systems

Suggested Schedules

1. Schedule A: Service Level Agreement: Detailed breakdown of service delivery timelines, response times, and performance metrics

2. Schedule B: Rate Card: Comprehensive list of marketing services offered and their associated costs

3. Schedule C: Brand Guidelines: Client's branding requirements, color schemes, tone of voice, and usage guidelines

4. Appendix 1: Required Documents: List of necessary documents including business registration, trademark certificates, and other legal documents

5. Appendix 2: Compliance Checklist: Checklist ensuring all regulatory and legal requirements are met for marketing activities

6. Appendix 3: Contact Matrix: List of key contacts from both client and agency sides with roles and responsibilities

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

Technology

Healthcare

Financial Services

Education

Manufacturing

Real Estate

Hospitality

Consumer Goods

Professional Services

Entertainment

Automotive

Telecommunications

Relevant Teams

Marketing

Client Services

Legal

Compliance

Business Development

Operations

Brand Management

Digital Marketing

Customer Relations

Account Management

Relevant Roles

Marketing Director

Chief Marketing Officer

Business Development Manager

Account Manager

Marketing Manager

Client Services Director

Legal Counsel

Compliance Officer

Brand Manager

Digital Marketing Manager

Agency Director

Client Relations Manager

Marketing Coordinator

Business Owner

Operations Manager

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