Free Form Templates →Marketing & Lead Generation → Agency & Client Management

Agency & Client Management Form Templates

Running a successful agency means juggling multiple clients, projects, and deadlines—all while delivering exceptional work. Our agency and client management templates help you streamline the entire client lifecycle, from that crucial first impression through to project delivery.

Whether you're a creative agency, consultancy, marketing firm, or digital studio, these templates are designed to professionalize your intake process and gather all the information you need upfront. Use our client onboarding forms to collect essential business details, brand guidelines, and access credentials in one organized place. Discovery questionnaires help you dig deep into client goals, target audiences, and project requirements before you pitch or propose.

Project brief templates ensure nothing falls through the cracks—capture scope, timelines, deliverables, and budget parameters clearly from day one. With Paperform's conditional logic, you can create dynamic forms that adapt based on service type or project complexity. Collect deposits or retainer payments instantly, gather eSignatures on contracts with Papersign, and trigger automated workflows with Stepper to notify your team when new clients come aboard.

Stop chasing clients for information via endless email threads. These templates help you look professional, save hours of admin time, and ensure every project starts with crystal-clear alignment. Customize any template to match your agency's brand and processes in minutes.