Marketing Client Intake Form Template for Netherlands

A comprehensive intake form designed for use in the Netherlands, compliant with Dutch law and EU regulations, specifically GDPR. This document serves as the initial data collection tool for marketing agencies to gather essential information about potential clients, their business objectives, marketing needs, and preferences. It includes sections for company information, marketing goals, budget parameters, and data processing consent, ensuring both practical marketing insights and legal compliance with Dutch and EU marketing and data protection 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 the Netherlands. It serves as the primary tool for collecting comprehensive information about prospective clients while ensuring compliance with Dutch law and EU regulations, particularly GDPR. The form is designed to gather essential details about the client's business, marketing objectives, target audience, budget constraints, and communication preferences. It includes mandatory sections for data processing consent and allows for customization based on specific marketing service requirements. This document is typically used by marketing agencies and service providers during the initial client onboarding process and helps establish the foundation for developing effective marketing strategies while maintaining legal compliance.

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

1. Client Information: Basic company/individual details including legal name, registration numbers, contact information, and address

2. Business Profile: Overview of client's business including industry, size, target market, and current market position

3. Marketing Requirements: Primary marketing needs, objectives, and desired outcomes

4. Target Audience: Detailed information about intended audience demographics, behaviors, and preferences

5. Budget Information: Expected marketing budget ranges and allocation preferences

6. Timeline: Preferred project timeline, key dates, and deadlines

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

8. Data Processing Consent: GDPR-compliant consent section for processing client data

9. Communication Preferences: Preferred methods and frequency of communication

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

1. Competitor Analysis: Section for listing main competitors and competitive landscape, used when competitive analysis is part of the scope

2. Digital Assets: Information about existing website, social media accounts, and digital presence, included for digital marketing projects

3. Brand Guidelines: Section for existing brand guidelines and requirements, included when brand consistency is crucial

4. Previous Campaign Performance: Details of past marketing campaigns and their results, used for clients with marketing history

5. International Markets: Information about international marketing needs, included for clients requiring cross-border marketing

6. Content Requirements: Specific content creation needs and preferences, used for content marketing services

7. Technical Integration: Details about CRM, analytics, and other technical systems, included for technical marketing projects

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

1. Service Menu Checklist: Detailed checklist of available marketing services for client selection

2. Rate Card: Standard pricing information for various marketing services

3. Data Processing Agreement: GDPR-compliant agreement for handling client data

4. Brand Assets Template: Template for collecting brand assets and guidelines

5. Marketing Goals Template: Structured template for defining SMART marketing objectives

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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Free to use

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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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