Question 1

What is the digital marketing client intake form template for?

Accepted Answer

Before a proposal, a digital marketing agency needs to know what the business sells, what it has tried and what it can spend. This intake form gets all three and scores the budget, so you write proposals for the right prospects.

Question 2

What does the digital marketing client intake form template ask?

Accepted Answer

10 questions: What's your first name? Nice to meet you, {{first_name}}. What's your email? And a phone number? Which company are you with? What's your website? What kind of business is it? What marketing do you do today? What's the main goal? What's your monthly marketing budget? When do you want to start?

Question 3

How does it qualify leads?

Accepted Answer

Each answer adds points. At 55 points or more a lead is Hot: it sees your booking link at the end and is marked Qualified in your lead list. From 30 points it is Warm. You can change the points and both thresholds in the editor.

Question 4

How do I use this template?

Accepted Answer

Press Use this template and it opens in the ManyPI form editor. Change the questions, the wording and the design, publish it, then share the link or embed it on your website. Every response becomes a lead in the list you choose.

Digital marketing client intake form template

Let's grow your business