Marketing Agency New Client Onboarding Form

Streamline Your Marketing Agency Onboarding with Paperform

Getting new marketing clients off to the right start sets the tone for the entire relationship. This Marketing Agency New Client Onboarding Form helps you gather all the essential information you need—business goals, target audience details, brand assets, and campaign preferences—in one smooth, professional experience.

Why This Template Works for Marketing Agencies

For marketing agencies, consultants, and creative studios, the onboarding phase can make or break a client engagement. This template replaces scattered email threads, messy file transfers, and multiple intake calls with a single, on-brand form that captures everything from high-level strategic goals to tactical campaign details.

The form guides new clients through articulating their business objectives, defining their ideal customer, uploading brand guidelines and assets, and expressing their preferences across channels—all while presenting your agency as organized, thorough, and digitally savvy.

Built for Real Agency Workflows

Designed specifically for SMB marketing agencies, this template includes:

• Business goals assessment to understand what success looks like for your client
• Target audience profiling to capture demographics, psychographics, and pain points
• Brand asset uploads for logos, style guides, images, and existing materials
• Campaign preference questions covering channels, budget expectations, and timelines
• Conditional logic that adapts based on client priorities and marketing objectives

Once submitted, you can connect this form to your project management tools, CRM, or use Stepper to automatically create client folders, send internal kickoff notifications, generate project briefs, and sync details to your agency's workspace—turning onboarding into a repeatable, automated workflow.

Why Paperform for Agency Client Intake

Unlike rigid survey tools, Paperform's doc-style editor lets you brand this form to match your agency's look and feel. Add your logo, customize colors and fonts, embed case study videos, and present the form on your own domain so clients experience a seamless brand journey from the first touchpoint.

With built-in file uploads, conditional fields, and the ability to integrate with over 3,000 tools via native connections or Stepper workflows, this template becomes the foundation of a scalable, professional onboarding process that impresses clients and saves your team hours of back-and-forth.

Trusted by marketing agencies worldwide, this template is part of Paperform's library of 30,000+ designer templates—all SOC2 Type II compliant and ready to customize in minutes.