Form templates for marketing & creative agencies
Agencies run on paperwork that lands before the work does — a campaign brief, an inbound enquiry, a freelancer's availability for next Tuesday. The templates below are the ones marketing and creative agencies build most, and every one of them is free to edit in formformform.
164 use cases40 templates16 categories
The brief is where a project is won or lost. A paid advertising brief with no budget allocation and no named approval contact becomes three rounds of unbilled revisions. Conditional logic lets one intake form ask a rebrand client about messaging pillars and an email client about send cadence.
The same holds either side of delivery: qualifying an SEO enquiry by current rankings, raising a purchase order for a photographer with the licensing term written in, or asking a client for before-and-after numbers when a case study is due.
154 forms marketing & creative agencies actually build
Each one starts from a template you can open and edit. Grouped by the kind of form it is.
Marketing form templates
- Product Launch Campaign BriefCaptures launch objectives, target personas, go-to-market channels, and launch-day deliverables for a new product release.Start fromMarketing Brief Form
- Agency Client Campaign BriefLets agency clients submit campaign briefs with brand guidelines, budget, and approval contacts before kickoff.Start fromMarketing Brief Form
- Rebranding Campaign BriefDocuments the scope of a rebrand campaign including messaging pillars, visual identity changes, and rollout timeline.Start fromMarketing Brief Form
- Content Marketing Campaign BriefOutlines a content-led campaign with target keywords, topics, content formats, and distribution channels.Start fromMarketing Brief Form
- Paid Advertising Campaign BriefCaptures ad campaign goals, target audience parameters, ad formats, budget allocation, and creative requirements.Start fromMarketing Brief Form
- Email Marketing Campaign BriefRecords email series objectives, audience segments, send cadence, subject line direction, and CTA goals.Start fromMarketing Brief Form
- Influencer Campaign BriefSpecifies influencer tier, audience demographics, key messages, content guidelines, and posting schedule.Start fromMarketing Brief Form
- Local Market Campaign BriefCaptures region-specific campaign needs including local promotions, store-level budgets, and community channels.Start fromMarketing Brief Form
- Nonprofit Awareness Campaign BriefDocuments a cause-awareness campaign with mission alignment, audience, volunteer channels, and donation goals.Start fromMarketing Brief Form
- Content Marketing Performance ReportRecords organic traffic driven, leads attributed, social shares, and top-performing articles for quarterly content reviews.Start fromCampaign Performance Report
- Re-engagement Drip Campaign BriefCaptures lapsed customer definition (days since last purchase), win-back offer, and multi-email sequence goals for reactivation campaigns.Start fromEmail Campaign Request
- Seasonal Holiday Campaign BriefCaptures holiday theme, gift guide categories, promotional offer, and send date sequence for multi-touch holiday email series.Start fromEmail Campaign Request
- Digital Marketing Agency Lead FormCaptures business size, primary digital channels, and monthly ad spend for qualifying inbound leads to a full-service digital agency.Start fromMarketing Agency Inquiry
- SEO Agency New Client IntakeGathers website URL, current rankings, and growth goals for prospective clients seeking organic search services.Start fromMarketing Agency Inquiry
- Social Media Management InquiryCollects current follower count, active platforms, and content goals for businesses seeking social media management services.Start fromMarketing Agency Inquiry
- Content Marketing Agency InquiryCaptures content formats needed (blog, video, podcast), target audience, and SEO integration requirements for content agency leads.Start fromMarketing Agency Inquiry
- Paid Advertising Agency InquiryGathers current ad platforms used, monthly spend, ROAS goals, and primary product or service for PPC agency lead qualification.Start fromMarketing Agency Inquiry
- Branding Agency Inquiry FormCollects brand stage (startup/rebrand), target audience description, and visual identity deliverables needed for branding project scoping.Start fromMarketing Agency Inquiry
- B2B Marketing Agency InquiryCaptures target company size, sales cycle length, and lead generation goals for agencies specializing in B2B demand generation.Start fromMarketing Agency Inquiry
- E-commerce Marketing Agency LeadGathers platform (Shopify/WooCommerce), monthly revenue, and primary growth bottleneck for e-commerce-focused agency inquiries.Start fromMarketing Agency Inquiry
- Nonprofit Marketing InquiryCollects mission summary, donor acquisition goals, and available marketing budget for nonprofit organizations seeking agency support.Start fromMarketing Agency Inquiry
- Startup Marketing Agency InquiryCaptures funding stage, product category, launch timeline, and growth KPIs for early-stage startups seeking go-to-market support.Start fromMarketing Agency Inquiry
- Local Business Marketing InquiryGathers location, primary service area, and local competitor context for small businesses seeking local digital marketing services.Start fromMarketing Agency Inquiry
- Healthcare Marketing Agency InquiryCaptures practice specialty, patient acquisition goals, and HIPAA compliance awareness for healthcare marketing agency leads.Start fromMarketing Agency Inquiry
- B2B LinkedIn Retainer OnboardingLeans on the approval chain and the executive-personal-accounts scope question, which is where most B2B social work actually lives.Start fromSocial Media Client Onboarding Form
- Ecommerce Instagram and TikTok OnboardingCaptures the baseline follower and engagement figures across two channels growing at different speeds.Start fromSocial Media Client Onboarding Form
- Restaurant Group Social OnboardingRecords per-location handles and the head-office approver who overrides individual venue managers.Start fromSocial Media Client Onboarding Form
- Healthcare Practice Social OnboardingUses the banned-claims field for regulated wording, and the escalation rule for anything that looks like a clinical question in the DMs.Start fromSocial Media Client Onboarding Form
- Financial Services Social OnboardingPuts compliance in the approval chain and records the exact approved phrasing for regulated products.Start fromSocial Media Client Onboarding Form
- Nonprofit Social OnboardingHandles the off-limits political topics question carefully, and names who may respond to donor complaints.Start fromSocial Media Client Onboarding Form
- SaaS Community Management OnboardingFocuses on reply permissions, escalation for support questions, and which competitor mentions to leave alone.Start fromSocial Media Client Onboarding Form
- Personal Brand and Founder Account OnboardingSettles ghostwriting boundaries, whose voice is being written in, and who publishes when the founder is unavailable.Start fromSocial Media Client Onboarding Form
- Hospitality and Hotel Social OnboardingPrioritises the crisis contact and out-of-hours pause authority, where a bad review escalates overnight.Start fromSocial Media Client Onboarding Form
- Retail Seasonal Campaign OnboardingRecords the cadence step-up around peak trading and the faster approval turnaround it depends on.Start fromSocial Media Client Onboarding Form
- Sports Club Social OnboardingCaptures matchday cadence, who may post results, and the crisis path for anything involving a player.Start fromSocial Media Client Onboarding Form
- Franchise Social OnboardingSeparates brand-level channels from franchisee channels, and records who is allowed to publish on each.Start fromSocial Media Client Onboarding Form
- Agency-to-Agency White Label OnboardingAdds a layer to the approval chain: the partner agency approves, then the end client does, and turnaround has to account for both.Start fromSocial Media Client Onboarding Form
- Crisis-Prone Sector OnboardingUsed where the crisis section is the point — utilities, transport, public bodies — with a named phone number and a first action agreed in advance.Start fromSocial Media Client Onboarding Form
- Retainer Renewal RefreshRe-sent at renewal to catch changed approvers, new off-limits topics and a fresh baseline for the coming year.Start fromSocial Media Client Onboarding Form
- Ecommerce SEO Retainer OnboardingCaptures the store platform, faceted-navigation constraints and who can deploy template changes across thousands of product pages.Start fromSEO Client Onboarding Form
- International SEO OnboardingUses the languages and markets fields to establish the hreflang model and the separate Search Console property per country domain.Start fromSEO Client Onboarding Form
- Post-Migration Recovery OnboardingLeads with the migration section: old domain, date, whether a redirect map survives, and what the traffic did afterwards.Start fromSEO Client Onboarding Form
- Penalty Recovery OnboardingFocuses on the manual action history, any disavow file still uploaded, and whether a reconsideration request was ever filed.Start fromSEO Client Onboarding Form
- SaaS Organic Growth OnboardingSeparates the marketing site from the docs and app subdomains, and records who deploys to each.Start fromSEO Client Onboarding Form
- Local Multi-Location SEO OnboardingAdds Google Business Profile to the access checklist and records the per-location content owners.Start fromSEO Client Onboarding Form
- Publisher and Media SEO OnboardingTreats the CMS edit permissions question as central, where thousands of legacy articles are in scope.Start fromSEO Client Onboarding Form
- Lead-Gen SEO OnboardingLeans on the conversion definition and conversion value fields to prioritise pages by pipeline rather than traffic.Start fromSEO Client Onboarding Form
- B2B Technical SEO OnboardingPuts the deployment path and staging environment questions first, because the roadmap is entirely engineering-dependent.Start fromSEO Client Onboarding Form
- Franchise SEO OnboardingRecords the brand-level domain and franchisee subdomains separately, with different approval chains for each.Start fromSEO Client Onboarding Form
- Replatforming Project OnboardingUsed before a planned migration rather than after one, to fix the redirect map ownership while it can still be planned.Start fromSEO Client Onboarding Form
- Content-Led SEO OnboardingCentres on the existing content calendar, the approval and publishing owners, and whether existing pages may be edited.Start fromSEO Client Onboarding Form
- Agency Handover OnboardingBuilt for the case where another agency is being replaced — what they did, what is still live, and which accounts they still hold access to.Start fromSEO Client Onboarding Form
- Nonprofit SEO OnboardingHandles the common situation where analytics was set up by a volunteer and nobody currently holds admin.Start fromSEO Client Onboarding Form
- Retainer Renewal RefreshRe-sent annually to catch a replatform, a new market, changed conversion definitions and a new deployment owner.Start fromSEO Client Onboarding Form
Professional Services form templates
- Brand Strategy Scope RequestAsks agencies about audience, competitive landscape, existing brand assets, and launch deadlines before scoping brand identity work.Start fromProject Scope Request Form
- Brand Strategy Workshop Intake FormCaptures brand positioning perceptions, competitive differentiators, and audience priorities from marketing and leadership stakeholders.Start fromStrategy Session Intake Form
- Content Marketing Proposal Request FormGathers current content output, target keywords, and audience personas to inform a content strategy proposal.Start fromProject Proposal Request Form
- Creative Agency Freelancer ApplicationCollects portfolio links, design tool proficiency, and availability for agencies building an on-call creative network.Start fromFreelancer Platform Application
- Design Retainer Contract Request FormCollects monthly hours included, rollover policy, and design file ownership details for retainer agreements.Start fromFreelance Contract Request
- Marketing Retainer Contract Request FormGathers deliverables per month, reporting schedule, and data ownership terms for a marketing agency retainer.Start fromFreelance Contract Request
- Marketing Agency Kickoff FormCaptures the approved channel mix and monthly reporting cadence a retainer client expects before the first campaign goes live.Start fromAgency Client Kickoff Form
- Web Design Studio Kickoff FormRecords the CMS platform, page count, and staging-site access details a build team needs before development starts.Start fromAgency Client Kickoff Form
- Branding Agency Kickoff FormGathers the finalized brand package, existing style-guide links, and the executive who signs off on creative rounds.Start fromAgency Client Kickoff Form
- PR Firm Client Kickoff FormDocuments media embargo dates, spokesperson availability, and prior press coverage a publicist needs before pitching begins.Start fromAgency Client Kickoff Form
- SEO Agency Kickoff FormCollects current analytics access, target keyword priorities, and the CMS login workflow before an audit starts.Start fromAgency Client Kickoff Form
- Video Production Kickoff FormNotes shoot-location constraints, talent availability windows, and the footage delivery format a production team needs booked in advance.Start fromAgency Client Kickoff Form
- Social Media Management Kickoff FormRecords platform account access, an existing content calendar, and the posting-approval workflow before a manager takes over channels.Start fromAgency Client Kickoff Form
- App Development Agency Kickoff FormCaptures repository access, target app stores, and the QA sign-off contact before a sprint plan is drafted.Start fromAgency Client Kickoff Form
- Content Marketing Agency Kickoff FormGathers editorial style-guide links, subject-matter-expert contacts, and publishing cadence before the first draft is assigned.Start fromAgency Client Kickoff Form
- Paid Media (PPC) Agency Kickoff FormRecords ad account access, existing campaign history, and monthly spend approval limits before the first campaign is built.Start fromAgency Client Kickoff Form
- UX/UI Design Studio Kickoff FormDocuments existing design-system files, user-research links, and the stakeholder who approves wireframes before design work begins.Start fromAgency Client Kickoff Form
- Email Marketing Agency Kickoff FormCaptures ESP platform access, list-segmentation notes, and send-frequency approval before the first campaign is scheduled.Start fromAgency Client Kickoff Form
- Growth Marketing Agency Kickoff FormNotes current funnel metrics, the experiment-approval process, and dashboard access before a testing roadmap is built.Start fromAgency Client Kickoff Form
- E-commerce Agency Kickoff FormRecords the storefront platform, product-catalog size, and checkout-flow constraints before a redesign or migration project starts.Start fromAgency Client Kickoff Form
- Architecture Firm Client Kickoff FormCaptures site-survey access, zoning-documentation links, and the permit-approval contact before design development starts.Start fromAgency Client Kickoff Form
- WordPress Site Build OnboardingCaptures the host, the wp-admin URL, plugin licence ownership and who can install code, before the first theme commit.Start fromWebsite Client Onboarding Form
- Shopify Store OnboardingRecords the myshopify domain, the custom domain and registrar, app ownership and who holds store-owner permissions.Start fromWebsite Client Onboarding Form
- Webflow Project OnboardingCollects the workspace to be invited to, the hosting plan owner and where the custom domain is registered.Start fromWebsite Client Onboarding Form
- Site Migration OnboardingFocuses on the outgoing host, the current DNS provider, email on the domain and who can serve notice on the old contract.Start fromWebsite Client Onboarding Form
- Replatforming OnboardingRecords the legacy CMS, who still has access to it, and the content owner responsible for what carries across.Start fromWebsite Client Onboarding Form
- Ecommerce Redesign OnboardingAdds payment-provider and shipping-app ownership to the standard access questions so nothing goes dark at cutover.Start fromWebsite Client Onboarding Form
- Public Sector Website OnboardingLeans on the accessibility checklist and the multi-approver question, where the standard is contractual rather than aspirational.Start fromWebsite Client Onboarding Form
- Nonprofit Website OnboardingHandles the common case of a domain registered years ago by a volunteer who has since left the organisation.Start fromWebsite Client Onboarding Form
- SaaS Marketing Site OnboardingSeparates the marketing site from the product subdomain, and records who deploys to each.Start fromWebsite Client Onboarding Form
- Multi-Location Business OnboardingCaptures the per-location content owners and the head-office approver who overrides them.Start fromWebsite Client Onboarding Form
- Landing Page Programme OnboardingRecords analytics and tag-manager access plus the approval turnaround, because the cadence matters more than the launch date.Start fromWebsite Client Onboarding Form
- Accessibility Remediation OnboardingStarts from the accessibility requirement and works backwards to who can deploy the template changes it needs.Start fromWebsite Client Onboarding Form
- Website Care Plan OnboardingUsed at the start of a retainer rather than a build, to record every account the maintenance team will need standing access to.Start fromWebsite Client Onboarding Form
- Intranet or Portal OnboardingAdds the internal IT approver and the change-freeze calendar that governs when anything can ship.Start fromWebsite Client Onboarding Form
- Rebrand Rollout OnboardingTies the asset folder, the brand approver and the launch blackout dates together for a coordinated switch-over.Start fromWebsite Client Onboarding Form
Human Resources form templates
- Light Industrial Candidate RegistrationCaptures forklift certifications, OSHA compliance, steel-toe boot ownership, and preferred warehouse shift to match workers to same-day manufacturing placements.Start fromStaffing Agency Candidate Registration
- Administrative Temp Candidate IntakeRecords typing speed, Microsoft Office proficiency, reception experience, and availability for short-term office coverage assignments.Start fromStaffing Agency Candidate Registration
- IT Contract Candidate Profile FormCollects tech stack proficiencies, cloud platform certifications, preferred contract length, and remote vs. on-site availability for contract software roles.Start fromStaffing Agency Candidate Registration
- Healthcare Staffing Registration FormCaptures nursing license type, BLS/ACLS certifications, specialty areas, and facility preferences for per-diem and travel nurse placements.Start fromStaffing Agency Candidate Registration
- Skilled Trades Candidate IntakeCollects trade certifications (electrician, plumber, HVAC), union membership status, and geographic willingness to travel for project-based placements.Start fromStaffing Agency Candidate Registration
- Seasonal Warehouse Worker RegistrationRegisters candidates specifically for peak-season fulfillment center roles, capturing availability windows, overtime willingness, and physical lifting capacity.Start fromStaffing Agency Candidate Registration
- Executive Search Candidate RegistrationCaptures C-suite and VP-level candidates' functional expertise, compensation expectations, relocation willingness, and leadership scope for retained search engagements.Start fromStaffing Agency Candidate Registration
- Finance & Accounting Temp RegistrationRecords CPA status, accounting software proficiency (QuickBooks, NetSuite, SAP), and preference for interim CFO, controller, or staff accountant roles.Start fromStaffing Agency Candidate Registration
- Call Center & Customer Service Candidate FormCollects language fluency, call center software experience, and availability for inbound vs. outbound roles at BPO and contact center clients.Start fromStaffing Agency Candidate Registration
- Bilingual Candidate RegistrationCaptures language pairs, fluency level (conversational vs. professional), and preferred industries to match bilingual workers with employers serving diverse markets.Start fromStaffing Agency Candidate Registration
- Gig Economy Worker Onboarding FormRegisters independent contractors for on-demand work platforms, capturing skills, tools owned, and per-project rate expectations for flexible gig assignments.Start fromStaffing Agency Candidate Registration
- Hospitality & Events Staffing RegistrationCollects TIPS certification, banquet service experience, uniform sizes, and weekend availability for hotel, catering, and special events staffing pools.Start fromStaffing Agency Candidate Registration
- Light Industrial Staffing Client InquiryCaptures production requirements, shift coverage needs, and safety certification requirements from manufacturers needing temp assembly line and warehouse workers.Start fromStaffing Agency Client Inquiry
- IT Staffing Client Request FormCollects tech stack requirements, remote vs. on-site preference, and security clearance needs from tech companies looking for contract software developers.Start fromStaffing Agency Client Inquiry
- Healthcare Staffing Client InquiryCaptures unit type, required credentials, and shift patterns from hospitals and clinics seeking contract nursing and allied health professionals.Start fromStaffing Agency Client Inquiry
- Executive Search Client IntakeCollects leadership scope, reporting structure, compensation range, and cultural fit priorities from organizations initiating a retained C-suite or VP search.Start fromStaffing Agency Client Inquiry
- Administrative Staffing Client FormGathers office environment details, software requirements, and temp duration from office managers needing reception, data entry, or executive assistant coverage.Start fromStaffing Agency Client Inquiry
- Construction Trades Staffing InquiryCaptures project type, required trade certifications, jobsite location, and project duration from general contractors seeking skilled subcontracted labor.Start fromStaffing Agency Client Inquiry
- Event Staffing Client Request FormCollects event type, headcount by role (servers, bartenders, setup crew), dress code, and event date from event planners and venues booking temporary event staff.Start fromStaffing Agency Client Inquiry
- Finance & Accounting Staffing InquiryGathers position type (controller, AP clerk, staff accountant), software requirements, and interim vs. permanent urgency from CFOs covering capacity gaps.Start fromStaffing Agency Client Inquiry
- Seasonal Workforce Client InquiryCaptures peak volume windows, geographic distribution of sites, and onboarding timeline from retailers and e-commerce operators planning seasonal surge staffing.Start fromStaffing Agency Client Inquiry
- Security Staffing Client Inquiry FormCollects post type, required licensing, hours of coverage, and armed vs. unarmed requirements from property managers and event venues sourcing security personnel.Start fromStaffing Agency Client Inquiry
- Bilingual Staffing Client RequestCaptures language pair requirements, customer-facing vs. internal communication context, and industry sector from employers seeking bilingual temporary or permanent staff.Start fromStaffing Agency Client Inquiry
- Managed Service Provider (MSP) Job Order FormStructures requisition intake for enterprise MSP clients with cost center coding, requisition ID, and preferred supplier tier designation for high-volume order management.Start fromStaffing Agency Client Inquiry
- MSP Supplier Agency Scorecard FormStructures quarterly supplier agency ratings by an MSP program manager across fill rate, compliance, candidate quality, and billing accuracy for vendor management.Start fromPlacement Feedback Form
- Agency Freelancer Referral FormRefer contractors and freelancers a team has worked with before, with a link to their portfolio and a note on what they're best at.Start fromEmployee Referral Form
Finance form templates
- Staffing Agency Invoice FormCaptures temp agency billing with employee name, pay period, hours, and bill rate for weekly reconciliation against timesheet records.Start fromInvoice Request Form
- Creative Agency Vendor Services PO FormFormalizes purchase orders for freelance photographers, video editors, and copywriters with project brief summary, deliverable due date, and rights licensing terms.Start fromPurchase Order Request
- Staffing Agency Invoice FormCaptures placement type, billing period, and headcount for weekly or bi-weekly staffing agency invoice processing.Start fromAccounts Payable Request Form
- Mid-Year Bookkeeping Takeover FormFor a client switching bookkeeper part-way through the year, where opening balances, the last closed period and professional clearance are the whole job.Start fromBookkeeping Client Onboarding Form
- Xero Client Onboarding FormNarrow the platform dropdown to Xero and use the access question to drive advisor-portal invitations for every new client.Start fromBookkeeping Client Onboarding Form
- QuickBooks Online Onboarding Checklist FormA structured setup record for practices standardising on QuickBooks Online, covering feeds, chart of accounts and document delivery.Start fromBookkeeping Client Onboarding Form
- Catch-Up Bookkeeping Intake FormFor clients who are months behind, where the last closed period and the known-issues field decide how the catch-up work is scoped and priced.Start fromBookkeeping Client Onboarding Form
- Spreadsheet-to-Cloud Migration FormFor a client moving off spreadsheets, where there is no prior platform and the chart of accounts is being designed from scratch.Start fromBookkeeping Client Onboarding Form
- VAT-Registered Small Business OnboardingUses the registration status, scheme and deadline fields to get the first return right rather than discovering the scheme after the period closes.Start fromBookkeeping Client Onboarding Form
- Payroll and Bookkeeping Combined OnboardingFor practices delivering both, capturing the payroll provider and pay frequency alongside the ledger setup so the journals line up.Start fromBookkeeping Client Onboarding Form
- Non-Profit Bookkeeping Onboarding FormFund and grant reporting handled through the chart-of-accounts preferences and the deadlines field, where grant reporting dates are as hard as statutory ones.Start fromBookkeeping Client Onboarding Form
- E-Commerce Seller Bookkeeping SetupPayment processors listed alongside bank accounts, and multi-jurisdiction sales tax recorded before the first month is coded.Start fromBookkeeping Client Onboarding Form
- Construction and Trades Bookkeeping OnboardingSubcontractor deduction schemes, job costing and retentions captured through the chart-of-accounts and scope fields.Start fromBookkeeping Client Onboarding Form
- Franchise Bookkeeping Onboarding FormWhere the franchisor prescribes the chart of accounts and reporting pack, and the form records the constraint before setup begins.Start fromBookkeeping Client Onboarding Form
- Annual Bookkeeping Refresh FormRe-sent to existing clients each year to catch changed approvers, changed platforms and changed deadlines before they cause a missed filing.Start fromBookkeeping Client Onboarding Form
IT & Technology form templates
- MSP New Client Discovery FormThe standard case: a managed service provider gathering the estate in writing before the first discovery session.Start fromManaged IT Client Onboarding Form
- IT Provider Takeover QuestionnaireFor displacing an incumbent, where notice periods, existing contracts and administrative access handover decide the start date.Start fromManaged IT Client Onboarding Form
- Co-Managed IT Onboarding FormWhere an internal IT person stays in place, and the escalation and ticket-raising questions define the boundary between the two teams.Start fromManaged IT Client Onboarding Form
- Multi-Site Business IT OnboardingFor clients with several offices, where the sites field, per-site business hours and circuit contracts carry most of the complexity.Start fromManaged IT Client Onboarding Form
- Cybersecurity Assessment Scoping FormIdentity, MFA, remote access, backups and data handling as the pre-work for a first security review.Start fromManaged IT Client Onboarding Form
- Post-Acquisition IT Integration FormUsed by an internal IT team to inventory an acquired company that arrives with its own directory, vendors and contracts.Start fromManaged IT Client Onboarding Form
- Cloud-Only Small Business OnboardingFor clients with no servers, where identity provider, device platforms and Microsoft 365 or Google Workspace backup are the whole estate.Start fromManaged IT Client Onboarding Form
- Manufacturing IT Onboarding FormWhere industrial terminals and a warehouse shift pattern change what business hours and an acceptable outage mean.Start fromManaged IT Client Onboarding Form
- Professional Services IT OnboardingFor firms whose client files carry confidentiality obligations, using the special-handling and data residency questions.Start fromManaged IT Client Onboarding Form
- Backup and Disaster Recovery Review FormRun on its own with existing clients, to re-ask what is backed up and when a restore was last genuinely tested.Start fromManaged IT Client Onboarding Form
- Annual IT Estate Refresh FormRe-sent each year to catch drift in headcounts, systems, escalation contacts and vendor contract dates.Start fromManaged IT Client Onboarding Form
- Charity and Non-Profit IT OnboardingWhere volunteers, shared devices and donated equipment complicate the user and device counts a standard questionnaire assumes.Start fromManaged IT Client Onboarding Form
Contact form templates
- Agency Referral Partner FormCaptures referral volume expectations, client types, and commission preferences from agencies exploring a referral arrangement.Start fromPartnership Inquiry Form
- Creative Agency Open Application FormLets copywriters, art directors, and strategists introduce themselves to an agency with project-based hiring needs throughout the year.Start fromJob Inquiry Form
- Digital Marketing Agency Inquiry FormGathers current marketing goals, monthly ad budget range, and primary channels from businesses seeking agency partnership.Start fromBusiness Inquiry Form
- Staffing Agency Business Inquiry FormCaptures job category, number of open positions, urgency, and industry from HR teams seeking temporary or permanent placement services.Start fromBusiness Inquiry Form
Survey & Feedback form templates
- Agency Client NPS SurveyUsed by marketing or design agencies to measure client satisfaction at project milestones and after campaign delivery.Start fromNet Promoter Score Survey
- Agency New Service Launch FormAsks prospects about their current budget range and biggest service gap to validate pricing and positioning before going to market.Start fromProduct Launch Interest Form
- Agency Client Case Study Kickoff FormCollects the client's before-and-after metrics alongside permission for a full written case study and logo usage on the agency website.Start fromCustomer Testimonial Submission
- Marketing Agency New Client Onboarding FormAsks clients to define their primary KPI, top competitor, and current monthly ad spend so strategists can prepare a relevant audit.Start fromCustomer Onboarding Survey
Business form templates
- Agency Client Onboarding QuestionnaireCollects comprehensive brand info, marketing history, goals, and budget for new agency clientsStart fromBranding Questionnaire
- E-commerce Brand Strategy FormCaptures product category, customer persona, pricing strategy, competitor landscape, and brand personality traitsStart fromBranding Questionnaire
- Content Marketing Audience SurveyCollects content consumption habits, preferred formats, topics of interest, and sharing behavior from readersStart fromUser Persona Survey
What marketing & creative agencies usually collect
Brief and scope detail
Launch objectives, target personas, messaging pillars, budget allocation, brand guidelines and the named approval contact. A rebrand brief and a paid media brief share a form; branching shows only the fields that campaign needs.
New-business qualifiers
Monthly ad spend, current platforms and ROAS goals from a PPC lead; website URL and current rankings from an SEO lead; funding stage and launch timeline from a startup. Enough to price the first call.
Freelance bench details
Portfolio links, design tool proficiency, rate and availability from the copywriters, art directors and strategists an agency keeps on call. Some attach a PDF folio or a sample deck to a File Upload field; others paste a Behance or personal-site link into a short text field, which is where a creative keeps the work anyway.
Retainer and rights terms
Monthly hours included, rollover policy, reporting cadence, and who owns the design files and campaign data afterwards. Vendor purchase orders add the deliverable due date and the licensing term for a photographer's images.
40 templates to start from
- Agency Client Kickoff FormCollect contacts, scope, timeline, and approvals once a client is signed.
- SEO Client Onboarding FormOnboard a signed SEO client: domains in scope, analytics and Search Console access, conversions, penalty and migration history, and who can deploy.
- Social Media Client Onboarding FormOnboard a signed social client: channels, business-manager access, brand voice, off-limits topics, approvals, cadence, baselines and a crisis contact.
- Website Client Onboarding FormCollect domain, hosting, CMS, analytics and approval details from a signed web client — without asking for a single password.
- Bookkeeping Client Onboarding FormTake a signed client's books over cleanly — platform access, opening balances, and the deadlines that cannot slip.
- Managed IT Client Onboarding FormDiscovery in one form — sites, users, identity, critical systems, backups, and who to call at 2am.
- Marketing Agency InquiryQualify inbound leads and gather key context before the first discovery call.
- Staffing Agency Candidate RegistrationRegister new candidates and capture skills, availability, and work preferences.
- Staffing Agency Client InquiryCapture employer staffing needs, position details, and engagement type preferences.
- Marketing Brief FormCapture campaign briefs with objectives, budget, channels, and timeline in one form.
- Branding QuestionnaireCapture everything your designer needs to nail your brand identity.
- Business Inquiry FormCapture qualified B2B leads with structured company and project details.
- Email Campaign RequestStandardize email campaign briefs from internal teams or clients before production begins.
- Freelance Contract RequestCollect all the details needed to draft a freelance contract in one form.
- Vendor Onboarding FormCollect business details, tax information, and document submission status from new vendors.
- Accounts Payable Request FormStandardize invoice submission and payment processing requests from vendors.
- Associate / Affiliate Member ApplicationAccept corporate and affiliate membership applications from companies that serve your members.
- Business Insurance Quote RequestGather business details, revenue, and coverage needs for commercial insurance quotes.
- Campaign Performance ReportStandardize post-campaign reporting with key metrics and learnings in one form.
- Casting Call Application FormAccept talent applications for film, TV, theater, or commercial casting calls.
- Customer Onboarding SurveyUnderstand new customers' goals and technical needs from day one.
- Customer Testimonial SubmissionCollect powerful customer testimonials with clear usage permissions.
- Employee Referral FormLet employees put forward a candidate, with evidence and consent.
- Freelancer Platform ApplicationScreen and onboard new freelancers with a structured application form.
- Hot Desk / Workspace Booking FormLet hybrid employees reserve a hot desk or workspace before coming into the office.
- Invoice Request FormStreamline vendor invoice submissions with structured payment details.
- Job Inquiry FormLet proactive candidates introduce themselves before a role opens up.
- NDA Inquiry FormCollect all the details needed to draft or review a non-disclosure agreement.
- Net Promoter Score SurveyMeasure customer loyalty with a simple 0–10 NPS question.
- Partnership Inquiry FormInvite potential partners to pitch their collaboration idea in a structured way.
- Placement Feedback FormLet clients rate candidate quality, communication, and overall placement satisfaction.
- Product Launch Interest FormGauge demand and build a waitlist before your product goes live.
- Project Proposal Request FormLet clients formally request a project proposal with all the details you need.
- Project Scope Request FormCapture project objectives, deliverables, timeline, and budget in one form.
- Property Management Owner Onboarding FormTake a signed owner's portfolio on — tenancies, spend authority, statements, certificates and keys.
- Purchase Order RequestStandardize purchase order requests with vendor, item, and budget details.
- Strategy Session Intake FormCollect strategic priorities, obstacles, and focus areas before a strategy session.
- Talent Management Inquiry FormLet artists and performers inquire about management representation professionally.
- User Persona SurveyBuild accurate buyer personas with real customer research data.
- Web Design Project InquiryScope web design projects with a thorough intake form before sending proposals.
How to set one up
- 1
Open the Marketing Brief Form template and cut it down to the campaign types you actually sell — paid, content, email, influencer — rather than keeping every field for every client.
- 2
Add branching so the first answer — rebrand, launch, retainer — decides what follows. A rebrand asks for messaging pillars and rollout timeline; a launch asks for go-to-market channels.
- 3
Put it behind the start-a-project button on your work page with two lines of HTML, and send the same form as a link or QR code when a brief comes out of a pitch meeting.
- 4
Every submitted brief can open a job in your project tool over a webhook, or reach the account team's channel through Zapier. The traffic runs one way — a submission triggers the action, nothing syncs back.
- 5
Copy the same form for client-side use: an onboarding questionnaire at kickoff, an NPS survey at each milestone, and a case study request once the numbers are in.
Frequently asked questions
Can one brief form cover retainer clients and one-off projects?
Yes. Ask the engagement type first and branch from there. A retainer path asks for deliverables per month, reporting schedule and rollover policy; a project path asks for launch date, budget and approval contacts. Clients only see the questions their route needs, so a small holiday email brief does not read like a rebrand scoping document.
Can freelancers attach a portfolio to the application form?
Yes — the application can carry the folio itself. Drop a File Upload field into the form and an art director attaches the PDF or a sample deck, which you preview or download from the submission. Plenty of copywriters and strategists would still rather paste a Behance or personal-site link, so keep a short text field beside it and let them pick. Either way the work lands on the same response as their tool proficiency and availability.
Can we invoice or take a deposit through the form?
Yes. Add products and priced options to the form, then collect payment through secure hosted checkout with Stripe, PayPal, or Square. Payment status is tracked alongside the response.
Can a client send unreleased campaign plans through a pitch form?
Build that one as an end-to-end encrypted form. Answers and any attached deck are sealed in the client's browser, and only you can open them; EU hosting is available and the service is fully GDPR compliant. An NDA request form records what the client intends to share — positioning work, media plans, launch dates still under wraps — but it is not a signing tool, so the agreement itself gets executed in your contract software.
How do we keep new-business enquiries separate from client briefs?
Build them as two forms. The enquiry form belongs on your services pages, as an inline block or a slide-in, and asks about channels and monthly spend. The brief form goes behind a link you send existing clients. Responses stay separate, so you can filter, search and export pipeline enquiries without live project briefs in the same list.
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