Introduction

In the realm of freelance marketing consulting, an effective client intake form serves as the first step in establishing a clear understanding between you and your client. This form collects vital information that informs your strategy, sets expectations, and enhances the overall client experience. Below are three diverse examples of client intake forms tailored for marketing consultants, each designed to capture essential data while remaining user-friendly.

Example 1: Basic Client Intake Form

This basic client intake form is ideal for new marketing consultants looking to gather essential client details without overwhelming them. It captures key information that will guide your initial consultation.

A marketing consultant may use this form when onboarding a new client, focusing on clarity and essential details.

• Client Name:
• Business Name:
• Email Address:
• Phone Number:
• Website URL:
• Describe your business in a few sentences:
• What are your marketing goals?
  • Increase brand awareness
  • Generate leads
  • Boost sales
  • Other (please specify)
• What marketing services are you interested in?
  • Social Media Management
  • Content Marketing
  • SEO
  • PPC Advertising
  • Email Marketing
• Preferred method of communication:
  • Email
  • Phone
  • Video Call

Notes: This form is straightforward and can be filled out quickly, making it suitable for initial engagement. You might consider adding a section for how clients found you, which can help in tracking your marketing efforts.

Example 2: Comprehensive Client Intake Form

This comprehensive client intake form is perfect for established marketing consultants who require detailed information to create a tailored marketing strategy. It digs deeper into the client’s business, target audience, and previous marketing efforts.

A marketing consultant may use this form when they have a potential client who is ready to dive deeper into their marketing needs.

• Client Name:
• Business Name:
• Contact Information:
• Business Address:
• Website URL:
• Industry:
• Target Audience:
• Current Marketing Strategy Overview:
  • What marketing channels are you currently using?
  • What has been your most successful marketing channel?
• Challenges Faced in Marketing:
• What is your budget for marketing services?
• Timeline for achieving marketing goals:
• Competitors:
• Any previous marketing agencies you’ve worked with?

Notes: This form is much more detailed, allowing for a thorough understanding of the client’s business. Consider including a section for capturing additional notes or comments from the client.

Example 3: Digital Client Intake Form

This digital client intake form is designed for marketing consultants who prefer online submissions. It is user-friendly and can be embedded into a website or sent as a link via email.

A marketing consultant may employ this form when seeking a scalable solution for onboarding clients in a digital format.

• Client Name:
• Business Name:
• Email Address:
• Phone Number:
• Preferred Communication Method:
• What services are you looking for?
  • Social Media Marketing
  • Content Creation
  • SEO Services
  • Other (please specify)
• Describe your ideal customer:
• What are your primary marketing goals for the next 6 months?
• Upload any relevant documents or files (e.g., previous marketing materials):

Notes: This digital format can save time and streamline the process. Ensure that the form is mobile-friendly for ease of use by clients on various devices.

These examples of a client intake form for marketing consultants can help you tailor your approach to suit different client needs. By utilizing these forms, you can enhance your freelance business’s efficiency and set the stage for successful collaborations.