Marketing Client Intake Form

Marketing Client Intake Form Template for Canada

A comprehensive client intake form designed for marketing agencies operating in Canada, compliant with federal and provincial regulations including PIPEDA and CASL. This document serves as the initial data collection and service scoping tool between marketing service providers and their potential clients. It captures essential business information, marketing objectives, consent for data handling and electronic communications, while ensuring compliance with Canadian privacy laws and marketing regulations. The form includes both mandatory and optional sections to accommodate various business needs and service requirements.

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What is a Marketing Client Intake Form?

The Marketing Client Intake Form is a crucial document used at the beginning of a potential marketing service engagement in Canada. It serves as the primary tool for gathering comprehensive information about new clients while ensuring compliance with Canadian federal and provincial regulations, particularly PIPEDA and CASL. The form is designed to collect essential business details, marketing objectives, budget parameters, and necessary legal consents for data handling and electronic communications. It includes sections for both basic client information and specific marketing requirements, making it suitable for various business sizes and industries. This document typically precedes any formal service agreement and helps marketing agencies assess client needs, ensure regulatory compliance, and establish clear communication channels from the outset of the relationship.

What sections should be included in a Marketing Client Intake Form?

1. Client Information: Basic business details including company name, registration number, address, primary contact information

2. Business Profile: Overview of client's business including industry, target market, products/services, and years in operation

3. Marketing Objectives: Client's specific marketing goals, target audience, and desired outcomes

4. Current Marketing Activities: Overview of existing marketing efforts and channels being used

5. Budget and Timeline: Expected marketing budget range and project timeline requirements

6. Privacy and Data Collection Consent: PIPEDA-compliant consent for collecting and storing client information

7. Electronic Communications Consent: CASL-compliant consent for sending electronic marketing communications

8. Terms and Conditions: General terms regarding information usage and client-agency relationship

What sections are optional to include in a Marketing Client Intake Form?

1. International Marketing Requirements: Additional section for clients requiring marketing services outside Canada

2. E-commerce Integration: For clients requiring marketing services tied to online sales platforms

3. Competitor Analysis Requirements: For clients requesting competitive market analysis as part of services

4. Social Media Account Access: Authorization and access details for managing client's social media accounts

5. Creative Assets Inventory: For clients with existing brand assets and guidelines to be incorporated

What schedules should be included in a Marketing Client Intake Form?

1. Schedule A - Service Package Options: Detailed list of available marketing service packages and their components

2. Schedule B - Rate Card: Standard pricing for various marketing services and packages

3. Schedule C - Brand Guidelines: Template for collecting client's brand guidelines and preferences

4. Appendix 1 - Privacy Policy: Detailed privacy policy explaining how client data will be collected, stored, and used

5. Appendix 2 - Communication Preferences Form: Detailed form for specifying preferred communication channels and frequency

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

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Generate a Bespoke Document

Download a Standard Marketing Client Intake Form

Review your own Marketing Client Intake Form

What is a Marketing Client Intake Form?

What sections should be included in a Marketing Client Intake Form?

What sections are optional to include in a Marketing Client Intake Form?

What schedules should be included in a Marketing Client Intake Form?

Authors

Alex Denne

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