Streamline your digital marketing agency onboarding with Paperform

Getting new clients off to the right start is everything in digital marketing. This Digital Marketing Agency Client Intake Form is designed to help agencies collect all the strategic information they need—business goals, target audience profiles, existing marketing channels, competitor intel, budget allocation and brand assets—in one beautifully branded experience.

Instead of juggling email threads, messy Google Docs and scattered file uploads, you can give clients a single intake form that feels professional, on-brand and easy to complete. Paperform's doc-style editor means you can customize the questions, add your logo, adjust colours and fonts, and embed video or images to guide clients through the process.

Built for agency workflows

This template is perfect for marketing agencies, social media consultancies, SEO firms and creative studios who need to onboard clients quickly and thoroughly. Use conditional logic to show different questions based on client needs (e.g., eCommerce vs. B2B lead generation), and connect responses directly into your project management tools, CRM or Slack channel using Stepper or native integrations.

Once a client submits the form, you can trigger automated workflows that create projects in Asana or Monday, add contacts to HubSpot, send internal kick-off notifications and even request an eSignature for your service agreement using Papersign. That means your team can focus on strategy and execution instead of chasing down intake details.

Collect payments and brand assets in one place

Add a deposit or onboarding fee using Paperform's built-in payment fields (Stripe, PayPal, Square), and let clients upload logos, brand guidelines, product images and other assets directly in the form. No more "Can you resend that logo?" emails or hunting through attachment folders.

With Paperform's file upload fields, you control allowed file types and quantity, ensuring you get exactly what you need to kick off the project. All submissions are stored securely and can be exported or synced to your storage tool of choice.

Whether you're a boutique agency or a growing team managing multiple clients, this template gives you a repeatable, professional onboarding experience that sets the tone for a great partnership. Get started with Paperform today and transform how you onboard new clients.