Streamline Your Marketing Analytics Onboarding

For marketing analytics agencies, the discovery phase makes or breaks project success. This Marketing Analytics Agency Intake Form helps you capture every critical detail upfront—from data source inventories and attribution modeling preferences to dashboard requirements and custom metric definitions.

Built for agencies serving marketing teams, eCommerce brands, and growth-focused businesses, this template replaces lengthy email chains and scattered spreadsheets with a single, professional intake experience. Your clients get a clear, guided process, and your team gets structured data that feeds directly into project scoping, proposals, and implementation plans.

What This Template Covers

The form walks clients through:

• Business context and goals: Understanding their marketing objectives, KPIs, and what success looks like
• Current data landscape: Inventory of existing marketing platforms, analytics tools, CRMs, and ad accounts
• Attribution and tracking needs: Multi-touch attribution requirements, conversion tracking gaps, and customer journey visibility
• Reporting and dashboard requirements: Frequency, audience, key metrics, and visual preferences for dashboards
• BI tool preferences: Whether they want to use existing tools like Looker, Tableau, Power BI, or need recommendations
• Custom metrics and calculations: Specific formulas, proprietary KPIs, or unique business logic
• Access and technical details: Login credentials handoff, API access, and integration requirements

Why Paperform for Analytics Agency Intake

Paperform's conditional logic lets you show or hide sections based on client responses—so if a client doesn't use paid ads, they won't see attribution modeling questions. The doc-style editor means you can add context, examples, and helpful explanations inline, making complex technical questions easier to answer.

Once submitted, route the intake to your project management tool via Stepper to automatically create client workspaces, assign team members, and trigger your discovery workflow. You can also use Papersign to send a service agreement or SOW based on the submitted requirements, keeping everything connected in one client record.

Whether you're an independent analytics consultant or a full-service marketing agency adding analytics as a service line, this template gives you a professional, repeatable onboarding experience that sets clear expectations and captures the technical details you need to deliver results.