Agencies & freelancers form templates
Project inquiries and briefs that tell you the budget before the call.
25 templates · Page 1 of 2
Agency project inquiryScreen new business inquiries by service, budget and start date before the call.Branding questionnaireA pre-project branding questionnaire that captures audience, values and style.Copywriting project briefCollect a copywriting brief with the deliverable, volume, tone, deadline and budget.Creative brief formA creative brief agencies and in-house teams can send before any campaign or design project.Digital marketing client intake formQualify digital marketing prospects on their business, current marketing, budget and goals.Freelance project inquiryA friendly inquiry form for freelancers that filters for budget and timing.Graphic design questionnaireThe questionnaire freelance designers send before a project: deliverables, style, files and deadline.Marketing agency client onboarding formOnboard new marketing clients with goals, audience, brand assets, account access and approvers.Marketing request formLet teams request marketing work with the goal, audience, deliverable and due date.Photography booking inquiryBook photo shoots with the date, location and type of session up front.Photography client questionnairePlan every session with the people, places, must-have shots and timeline before the day.Podcast production inquiryQuote podcast production with the show stage, services and episodes per month up front.Portfolio contact formA contact form for a freelancer's or studio's portfolio site that qualifies every project.PPC audit requestTake paid ads audit requests with the platforms, monthly spend and goal already filled in.PR agency inquiryScreen PR inquiries by goal, timing, past coverage and budget before the first call.SEO audit requestTake SEO audit requests with the site, market and goals already filled in.SEO client onboarding questionnaireOnboard SEO clients with their markets, keywords, competitors, history and access.Social media client questionnaireOnboard social media clients with their platforms, voice, content, approvals and no-go topics.Social media management inquiryQualify social media clients by platforms, scope, posting volume and monthly budget.Software development estimateScope custom software requests by platform, features and stage.UGC video inquiryQualify brands ordering UGC videos by product, platforms, monthly volume and budget.Video production client questionnaireBrief a video shoot with the purpose, audience, length, locations and deadline.Video production quoteQuote video projects faster with the format, length and deadline in hand.Web design questionnaireThe questionnaire web designers send new clients: goals, pages, content, style and logins.