Real-life forms
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19 Form Templates for Marketing Professionals and Agencies

Posted on June 6, 2022

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19 Form Templates for Marketing Professionals and Agencies

We all know marketing ain’t easy. We all know the pressure that lies on marketing teams, the exhaustion associated with multiple rounds of trial and error, the disappointment when something isn’t working, and the exalted feeling of seeing something work too. We also know how marketing can get downright chaotic, so if you want to make sure your marketing operations are well in order, you should definitely consider the following marketing form templates.

Why?

They’re easy to set up and use, they will make it easier for you to track your ops, and they will help you stay on top of all the requests in a professional manner.

Read on if you want to learn more about some of our most popular marketing form templates.

1. Web Design Quote Form Template

web design quote form template

Who needs this?

This web design quote form is perfect for agencies that want to streamline their web design quoting process.

What’s it for?

This form template allows you to collect all the necessary information from your client so you can provide an accurate quote for your web design services.

Key benefits

Some of the key benefits of using this web design quote form template include:

  • Easy to set up in minutes, no coding needed
  • You can use it to send out an automated quote via email, in a PDF format
  • Question branching/ conditional logic can help you make the form more user-friendly by displaying only the fields relevant to the respondent’s previous selections in the form

2. Marketing Request Form Template

Marketing Request Form Template

Who needs this?

This marketing request form template is perfect for any company or agency that wants to centralize and streamline their marketing requests.

What’s it for?

A marketing request form is used to collect all the information necessary to process a marketing request. This could be anything from a new blog post to an event sponsorship.

Key benefits

Here are some of the advantages of using this market request form template:

  • You can use it to track and manage all your marketing requests in one place
  • All the relevant information is collected in one central location
  • You can integrate this form with your preferred project management tool, so all requests will be automatically transferred in there

3. Marketing Intake Form Template

Marketing Intake Form

Who needs this?

This marketing intake form template is perfect for marketing agencies that want to streamline their client intake process.

What’s it for?

A marketing intake form is used to collect all the necessary information from a new client so you can get started on their project.

Key benefits

The main benefits of using this marketing intake form template include:

  • You can use it to automate your client intake process
  • All the relevant information is collected in one central location
  • You can use question branching/ conditional logic to make the form more user-friendly (it will display only fields relevant to specific selections in the form, according to the rules you set up)

4. Website Request Form Template

Website Request Form

Who needs this?

This website request form template is perfect for digital marketing agencies that provide web design and web development services too.

What’s it for?

The website request form will help you easily collect all the necessary info from your clients, so you can provide an accurate quote and estimated time of delivery for your services.

Key benefits

There are many benefits to using this website request form template, but the most notable ones include:

  • You can use it to automate your website request process
  • You can integrate the form with your favorite project management tools
  • You can set up an automated email notification that includes a PDF version of your quote too

5. Advertising Agreement Form Template

Advertising Agreement Form

Who needs this?

If you run an online advertising agency, this advertising agreement form template is perfect for you.

What’s it for?

This form template allows you to collect all the information necessary to set up an advertising campaign for your client, as well as all the relevant legal information.

Key benefits

Some of the key benefits of using this advertising agreement form template include:

  • Very easy to set up (just drag & drop, no coding needed)
  • You can embed it on your website or share via social media, text message, or email
  • A signature field is included to make the form legally binding

6. Content Request Form Template

Content Request Form

Who needs this?

This form template is meant to be used by any freelance content marketers, content writers, content marketing leads, or content agency account managers.

What’s it for?

This content request form template will help you streamline your content request process, so you can save time and get better results.

Key benefits

These are some of the main benefits of using this content request form template:

  • You can use it to track all your content requests in one place
  • You can integrate the form with your preferred project management tools
  • You can set up automated email notifications and include all stakeholders in there

7. Brand Registration Form Template

Brand Registration Form

Who needs this?

This brand registration form template is to be used by institutions that allow brand managers, marketing agencies, or any other businesses to register their brand (as a trademark, for example.)

What’s it for?

A brand registration form is used to collect all the information necessary to register a new brand. This includes the name of the brand, the category it belongs to, contact information, and more.

Key benefits

Some of the key benefits of using this brand registration form include:

  • The form is very easy to set up
  • You can embed the form on any website, anywhere online
  • You can set up automated email notifications that will allow all stakeholders to stay on top of all the brand registration requests

8. Concept Testing Survey Form Template

Concept Testing Survey Form

Who needs this?

This concept testing survey form template is perfect for any business that wants to test a new product or service before launching it.

What’s it for?

A concept testing survey is used to collect feedback about a new product or service from a group of people. This feedback can be used to improve the product or service before it’s launched.

Key benefits

Some of the main advantages of using this form include:

  • You can use it to test any new product or service
  • You can collect feedback from a large group of people quickly and easily
  • The Reports section will give you a visual overview of the feedback results

9. Marketing Campaign Request Form Template

Marketing Campaign Request Form

Who needs this?

This marketing campaign request form template could be used by any marketing agency, marketing consultant, or in-house marketing team.

What’s it for?

This form template allows you to collect all the information necessary to set up a new marketing campaign for your client.

Key benefits

Some of the key benefits of using this marketing campaign request include:

  • You can use it to track all your marketing campaign requests in one place
  • You can integrate the form with your favorite project management tools
  • You can set up automated email notifications that will allow all team members to receive marketing campaign requests as soon as they’re submitted

10. Marketing Approval Form Template

Marketing Approval Form

Who needs this?

This marketing approval form template is perfect for any marketing team or agency that needs to receive approval for marketing assets, campaigns, or test concepts.

What’s it for?

A marketing approval form is used to collect approvals from all the stakeholders involved in a marketing project. This includes the client, the agency, and any other decision-makers.

Key benefits

Some of the main advantages of using this form include:

  • Setting up the form is easy (no coding needed)
  • You can integrate the form with Google Sheets so you can better track all approvals
  • You can set up automated email notifications to be sent as soon as the form is submitted

11. Website Evaluation Form Template

Website Evaluation Form

Who needs this?

If you run a digital marketing agency, a web development agency, or if you’re an internal web developer or web designer and you need to receive feedback for your website, this website evaluation form template is for you.

What’s it for?

This form will help you streamline the process of receiving feedback for your website. It’s perfect for usability testing, concept testing, or any other type of feedback that you need to collect.

Key benefits

Some of the key benefits of using this form include:

  • You can use it to collect feedback about any type of website
  • You can embed the form on your website so visitors can fill it out directly
  • The Reports section will provide you with a visual overview of the evaluation

12. Marketing Consent Form Template

Marketing Consent Form

Who needs this?

This marketing consent form template should be used by any marketing team or agency that needs to collect consent from their customers or clients.

What’s it for?

A marketing consent form is used to collect consent from people who will be receiving marketing communications from you. This could be in the form of emails, phone calls, text messages, or email, for example.

Key benefits

Some of the main advantages of using this form include:

  • You can use it to collect consent from a large group of people quickly and easily
  • The form is customizable, so you can add or remove fields as needed
  • You can set up automated PDFs to be generated and sent out upon form submission

13. Website Intake Form Template

Website Intake Form

Who needs this?

This website intake form template is perfect for any digital agency or web development agency that needs to collect information from their clients before starting a new project.

What’s it for?

This form template allows you to collect all the information that you need from your client in order to start working on their website. This includes their contact information, budget, timeline, and more.

Key benefits

Some of the key benefits of using this form include:

  • You can use it to collect all the information you need from your client in one place
  • The form is easy to set up and takes minutes to fill out
  • You can integrate the form with Google Drive (including Google Sheets), for better information management

14. Design Change Request Form Template

Design Change Request Form

Who needs this?

This design change request form template is perfect for any graphic designer, design team, or agency that needs to collect feedback from their clients.

What’s it for?

A design change request form is used to collect feedback about a design project. This could be for a logo, a website, a brochure, or anything else.

Key benefits

Some of the main advantages of using this form include:

  • You can use it to collect feedback about any type of design project
  • The form is easy to set up and takes minutes to fill out
  • You can integrate the form with your project management tool so that you’re on top of all the tasks

15. Website Requirement Form Template

Website Requirement Form

Who needs this?

This website requirement form template is perfect for any web development agency that needs to collect information from their clients before starting a new project.

What’s it for?

This form template allows you to collect all the information that you need from your client in order to start working on their website. This includes their contact information, budget, and requirements (among other types of information.)

Key benefits

Some of the main benefits of using this website requirement form template include:

  • Ease of set up, no hassle, no wasted time
  • Easy integration with all the most popular project management tools on the market
  • Automated email notifications can be set up for better collaboration among team members and communication with the client/ requester

16. Lead Capture Form Template

Lead Capture Form

Who needs this?

This lead capture form template is perfect for any business that wants to collect leads from their website.

What’s it for?

A lead capture form allows you to collect contact information from people who visit your website. This could be in the form of an email address, a phone number, or both.

Key benefits

Some of the main benefits of using this lead capture form template include:

  • Easy to set up without any kind of coding needed
  • You can easily change the design of the form
  • You can connect your form with other tools, like email marketing tools, for example, to make sure all your leads’ information is properly collected (and then used.)

17. Graphic Design Order Form Template

Graphic Design Order Form

Who needs this?

This graphic design order form template is perfect for any graphic design studio, internal team, or agency that needs to collect information from their clients before starting a new project.

What’s it for?

This form allows you to collect all the information that you need from your client in order to start working on their graphic design project. This includes their contact information, budget, timelines, and so on.

Key benefits

Some of the key benefits of using this graphic design order form template include:

  • Ease of set up (and it can incorporate with your website design and brand too)
  • Payment integrations are available if you want to collect money upfront
  • You can also integrate the form with your project management tool to stay on top of all the orders

18. Website Feedback Form Template

Website Feedback Form

Who needs this?

If you run a web design or web development agency or an internal team, you will definitely make good use of this website feedback form template.

What’s it for?

A website feedback form is used to collect feedback about a website. This could be in the form of suggestions, compliments, or even complaints.

Key benefits

Some of the main advantages of using this form include:

  • You can use it to collect feedback about any type of website
  • The form requires no coding for setup up and it takes minutes to fill out
  • The Reports section allows you to visually represent the feedback results

19. SEO Order Form Template

SEO Order Form

Who needs this?

Running an SEO agency or working as an internal/ freelance SEO specialist? Then this SEO order form template is for you.

What’s it for?

This form allows you to collect all the information that you need from your client in order to start working on their SEO project. This includes their contact information, budget, timelines, and so on.

Key benefits

Some of the key benefits of using this SEO order form template include:

  • You can use it to collect orders for your SEO agency
  • You can even integrate the form with payment processors to receive upfront payments
  • You can integrate the form with project management tools to help you stay on top of all the tasks

Regardless of what type of marketing you may be doing or what function you may have within a marketing team, you definitely value good organization and order. These marketing form templates can help you achieve that in an easy, affordable, and flexible way without having to write a single line of code (due to the drag & drop form builder). Give them a try today!

Originally published on June 6, 2022

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