Marketing Intake Form

Marketing Intake Form Template for Netherlands

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Key Requirements PROMPT example:

"I need a Marketing Intake Form for a digital retail campaign launching in March 2025, focusing on social media and email marketing across the Netherlands, with specific sections addressing GDPR compliance and automated data processing."

Document background

The Marketing Intake Form is a essential document used at the initiation phase of marketing projects in the Netherlands. It serves as a structured method for gathering crucial information about marketing initiatives while ensuring compliance with Dutch advertising laws, EU GDPR requirements, and industry-specific regulations. This form is designed to capture comprehensive details about the client's marketing needs, target audience, budget constraints, timeline requirements, and compliance considerations. It is particularly important in the Dutch context where specific marketing regulations and data protection requirements must be addressed from the outset of any marketing campaign. The Marketing Intake Form helps establish clear parameters for the project while creating a documented trail of requirements and compliance considerations.

Suggested Sections

1. Client Information: Basic details about the client organization including company name, contact persons, and business registration details

2. Project Overview: Brief description of the marketing project, objectives, and desired outcomes

3. Target Audience: Detailed information about the intended audience, demographics, and market segments

4. Marketing Scope: Specific marketing activities, channels, and territories to be covered

5. Budget Information: Available budget ranges and financial constraints for the marketing activities

6. Timeline: Expected project duration, key milestones, and deadlines

7. Data Processing Requirements: Information about personal data handling, GDPR compliance requirements, and data security measures

8. Branding Guidelines: Existing brand guidelines, tone of voice, and visual identity requirements

9. Approval Process: Definition of approval workflows and key stakeholders for marketing materials

10. Legal Compliance: Confirmation of compliance with Dutch advertising laws and industry-specific regulations

Optional Sections

1. Competitor Analysis: Section for detailed information about market competitors, to be included when competitive positioning is crucial

2. International Requirements: Additional section for projects targeting multiple countries, including specific regional compliance needs

3. Technical Specifications: For digital marketing projects requiring specific technical implementations

4. Content Creation Guidelines: Detailed content requirements when the project involves significant content production

5. Success Metrics: Specific KPIs and measurement criteria when detailed performance tracking is required

6. Crisis Management: Procedures for handling potential PR issues or marketing-related crises

7. Third-Party Involvement: Details about external vendors or partners involved in the marketing activities

Suggested Schedules

1. Schedule A - Detailed Marketing Activities: Comprehensive list of planned marketing activities and deliverables

2. Schedule B - Target Market Analysis: In-depth analysis of target markets and audience segments

3. Schedule C - Budget Breakdown: Detailed budget allocation across different marketing activities

4. Schedule D - Timeline and Milestones: Detailed project timeline with specific deliverables and deadlines

5. Appendix 1 - Data Processing Agreement: GDPR-compliant data processing terms and conditions

6. Appendix 2 - Brand Guidelines: Detailed brand guidelines and visual identity specifications

7. Appendix 3 - Compliance Checklist: Checklist ensuring compliance with relevant Dutch marketing laws and regulations

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

Financial Services

Healthcare

Consumer Goods

Professional Services

Manufacturing

Entertainment

Education

Real Estate

Travel and Tourism

Non-profit Organizations

Food and Beverage

Telecommunications

Relevant Teams

Marketing

Legal

Compliance

Brand Management

Digital Marketing

Customer Relations

Project Management

Business Development

Content and Creative

Data Protection

Client Services

Marketing Operations

Relevant Roles

Marketing Manager

Marketing Director

Brand Manager

Digital Marketing Specialist

Compliance Officer

Legal Counsel

Project Manager

Account Manager

Marketing Coordinator

Content Manager

Data Protection Officer

Campaign Manager

Business Development Manager

Chief Marketing Officer

Marketing Operations Manager

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