Agency Client Intake Form Template
New agency clients arrive with a brand in their head that you can't see yet. This template extracts it — audience, voice, references, deliverables, and the budget conversation everyone avoids — before kickoff.
Why agency intake forms are different
Agency intake carries the most creative ambiguity of any industry: 'make it pop' means something different to every client. The fix is reference-based questions (brands they admire, examples they dislike) and concrete deliverable checklists instead of open descriptions. This template is built around that principle.
Recommended fields
- Contact name, role, email, and company
- Brand or product name and website / social links
- Describe your business in one or two sentences
- Who is your target audience? Be as specific as you can
- What service do you need? (branding / web design / social media / ads / content / other)
- List the specific deliverables you expect from this project
- Three brands whose style you admire — and why
- Anything you definitely do NOT want (styles, colors, tones)
- Do you have existing brand assets? (logo, style guide, fonts, photography)
- Target launch date or deadline
- Budget range for this project (select a range)
- Who will review and approve work on your side?
Tips for this template
Reference questions beat adjective questions
'Three brands you admire' produces answers you can act on. 'Describe your style' produces the word 'clean' from every client.
The anti-brief matters
What the client hates is more stable than what they like. One 'definitely not' question prevents an entire revision round.
Confirm the approver
Agencies lose weeks to feedback from someone who wasn't in the intake. Ask who signs off on day one.
Looking for a different practice? See all industry templates or read the guide to writing intake questions.
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