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Marketing Client Intake
Everything we need to start properly, in one go.
Your name
*
(required)
Email address
*
(required)
Company
*
(required)
Website
*
(required)
Objectives
What does the business need to achieve this year?
*
(required)
What should marketing deliver?
*
(required)
More leads
More online sales
Brand awareness
Better lead quality
Entering a new market
Recruitment
Customer retention
How will we know it worked?
*
(required)
Who are you trying to reach?
*
(required)
Who do you compete with?
Where you are now
What are you doing at the moment?
*
(required)
Paid search
Paid social
SEO
Email
Content
Events
PR
Outbound sales
Nothing structured
Have you worked with an agency before?
*
(required)
Select…
No
Yes - it went well
Yes - it didn't
We're currently with one
What worked and what didn't?
What can your team do in-house?
*
(required)
Select…
Nothing - we need everything
Content writing
Design
Website changes
Most things - we need strategy
Budget and scope
Monthly marketing budget, including media spend
*
(required)
Select…
Under £2,000
£2,000 - £5,000
£5,000 - £15,000
£15,000 - £50,000
Over £50,000
What kind of engagement?
*
(required)
Select…
Ongoing retainer
A single project
Strategy only
Not sure - advise us
Who has final approval?
*
(required)
What we'll need
Which of these can you give us access to?
*
(required)
Google Analytics
Google Ads
Meta Business Manager
LinkedIn Ads
Search Console
Your CMS or website
Email platform
CRM
Brand assets and logos
None of these yet
Anything that will be difficult to arrange?
Leave this field empty
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