Chasely

Start free trial

Client intake form template for marketing agencies

Agency kickoffs burn the first week on access collection: ad accounts, analytics, socials, brand assets. This intake form gathers access, goals and approval workflows in one structured pass.

1. What is your company name, website and main contact?
2. What are your business goals for the next 6–12 months?
3. What is your monthly marketing budget range?
4. Which channels are you using now, and what has worked or failed?
5. Can you share past reports and grant GA4 / ads account access?
6. Please add us to your social media accounts (admin invites, not passwords).
7. What are your ad account IDs, and is billing set up?
8. Please share brand guidelines and your asset library.
9. Who is your target audience? Any existing personas?
10. Who are your main competitors?
11. Do you use a CRM? How are leads tracked today?
12. Who approves creatives and copy, and how fast?
13. What reporting do you expect, and how often?
14. When is the kickoff call?

How to use this intake form

• Request platform access on day one — it's always the bottleneck.
• Ask what previous agencies got wrong.
• Define the approval chain explicitly, with names.