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Client Onboarding · Popular

Marketing Agency Client Onboarding Form Template

Collect everything you need to kick off client projects—contact info, business goals, target audience, and budget—with this ready-to-use onboarding form.

Use This Template Free Preview

Neo theme

formbuilder.ai/f/marketing-agency-new-client-onboarding-project-kickoff-form

Marketing Agency New Client Onboarding & Project Kickoff Form

Primary Contact Name

· · ·

Business Email Address

· · ·

Phone Number

· · ·

Submit

The Marketing Agency New Client Onboarding & Project Kickoff Form is designed to help marketing agencies gather all the essential information needed to launch a successful client engagement. From company contact details and social media profiles to business goals, target audience descriptions, and competitor analysis, this form ensures no critical detail is missed before work begins.

This template is ideal for digital marketing agencies, branding studios, social media consultants, and full-service marketing firms that want to standardize their client intake process. By capturing KPIs, preferred services, and estimated monthly budgets upfront, your team can hit the ground running with a clear strategic direction aligned to each client's unique needs.

Using a structured onboarding form reduces back-and-forth emails, sets professional expectations, and speeds up the project kickoff timeline. Customize this template to match your agency's branding and workflow, then share it with new clients in minutes using your favorite form-builder platform.

4 Pages

26 Questions

~9min To complete

Free No credit card needed

Field types Long Text ×5 Short Text ×3 Dropdown ×3 Multiple Choice ×2 Single Choice ×2 Full Name Email Phone Website URL sociallinks Address currency daterange File Upload termsandconditions Signature

Questions in this template

Free template

The exact questions included — customize any of them to fit your needs.

Page 1 Company & Contact Information 8 questions

Company & Contact Details

Welcome! We're excited to partner with you. Please take a few minutes to complete this onboarding form so we can tailor our marketing services to your unique needs. Let's start with your company and contact details.

1 Primary Contact Name * Full Name

2 Business Email Address * Email

3 Phone Number * Phone

4 Job Title / Role * Short Text

5 Company / Brand Name * Short Text

6 Company Website Website URL

7 Current Social Media Profiles sociallinks

8 Business Address Address

Page 2 Business Overview & Marketing Goals 6 questions

About Your Business & Goals

1 Industry / Sector * Dropdown

2 Briefly describe your business, products, or services * Long Text

3 Who is your target audience? Describe your ideal customer. * Long Text

4 Name your top 3 competitors Short Text

5 What are your primary marketing goals? * Multiple Choice

6 Are there any specific KPIs or metrics you want to track? Long Text

Page 3 Project Scope & Services 8 questions

Project Scope & Preferences

1 Which services are you interested in? * Multiple Choice

2 Estimated Monthly Marketing Budget * currency

3 Desired Project Start & End Dates * daterange

4 How would you describe the urgency of this project? * Single Choice

5 Do you have any existing brand guidelines, assets, or past campaign materials to share? Long Text

6 Upload Brand Guidelines, Logos, or Reference Materials File Upload

7 Preferred Communication Channel * Dropdown

8 How often would you like progress updates? * Dropdown

Page 4 Agreement & Sign-Off 4 questions

Final Details & Authorization

1 Is there anything else you'd like us to know before we kick off? Long Text

2 How did you hear about us? Single Choice

3 I agree to the agency's terms of service, privacy policy, and project engagement terms. * termsandconditions

4 Authorized Signature * Signature

How to use this template

Click "Use This Template Free" to open it in the FormBuilder editor. From there you can add, remove, or reorder fields with drag-and-drop, switch themes for instant restyling, add your logo, configure email notifications, and set your success message. When ready, publish with a unique link and start collecting responses immediately.