Streamline Your Employer Branding Projects with a Professional Intake Form

For employer branding and recruitment marketing agencies, gathering detailed client information at the start of an engagement is essential for creating compelling talent attraction strategies. This Employer Branding Agency Intake Form is specifically designed to capture everything you need to understand your client's current employer brand, recruitment challenges, and strategic goals.

What Makes This Template Essential for Employer Branding Agencies

This intake form helps you efficiently collect insights about your client's employee value proposition (EVP), careers page performance, talent acquisition metrics, and employer review management. Instead of multiple discovery calls and scattered email threads, you'll have all the critical information organized in one place—from their current recruitment challenges to their ideal candidate profiles and competitive positioning.

The form walks clients through key areas including their organizational culture, hiring goals, current employer brand perception, digital presence on platforms like LinkedIn and Glassdoor, and specific pain points in their talent acquisition funnel. This structured approach ensures you don't miss crucial details that could impact your strategy.

How Paperform Elevates Your Agency Workflow

With Paperform, this intake form becomes more than just a questionnaire—it's the foundation of a streamlined client onboarding experience. The form's professional, on-brand design helps you make a strong first impression, while conditional logic adapts questions based on client responses, ensuring relevance without overwhelming busy HR leaders and talent acquisition teams.

Once submitted, you can automatically trigger your next steps using Stepper. Create workflows that send welcome emails, add clients to your CRM, populate project management boards, schedule kickoff meetings, or even generate initial strategy documents based on their responses. This automation means your team can focus on strategic work rather than administrative follow-up.

For proposals and contracts that follow your discovery phase, Papersign lets you seamlessly send agreements for eSignature, keeping the entire client journey connected and professional from first contact through signed contract.

Perfect for Modern Recruitment Marketing Agencies

Whether you specialize in employer branding strategy, careers page optimization, recruitment content creation, or full-service talent attraction, this template adapts to your agency's specific offerings. It's designed for agencies serving mid-market and enterprise clients across industries who are serious about competing for top talent through authentic, compelling employer brands.

Get started in minutes, customize the questions to match your discovery process, and deliver a client experience that positions your agency as strategic partners from day one.