Streamline Your Multi-Location Marketing Onboarding

Managing marketing campaigns across multiple locations requires a strategic approach that balances brand consistency with local relevance. This Multi-Location Marketing Agency Onboarding Form is designed specifically for marketing agencies that specialize in franchise marketing, retail chains, and businesses with multiple physical locations.

Whether you're working with franchises, retail chains, healthcare networks, or hospitality groups, this template helps you gather critical information about each location's unique needs, compliance requirements, budget allocation, and local market dynamics—all in one structured workflow.

Built for agencies managing complex multi-location campaigns

This form captures everything from corporate brand guidelines and franchise compliance rules to location-specific inventory, local search optimization needs, and regional budget distribution. You'll collect insights on which locations need priority attention, what local competitors look like, and how to balance centralized strategy with localized execution.

With conditional logic built in, the form adapts based on business type, number of locations, and service needs—ensuring you only ask relevant questions and avoid overwhelming your new clients.

Connect your onboarding to your agency workflow

Once submitted, this form integrates seamlessly with your existing tools. Send client details directly to your CRM (HubSpot, Pipedrive, or Salesforce), create projects automatically in Asana, Monday, or ClickUp, and trigger client welcome emails through your marketing automation platform.

For agencies looking to go further, Stepper can transform each submission into a complete onboarding workflow—automatically assigning team members, creating branded proposals, scheduling kickoff calls, and keeping your client portal up to date without manual data entry.

Professional, on-brand, and easy to customize

Built on Paperform's flexible platform, this template can be fully customized to match your agency's branding—adjust colors, fonts, logos, and even domain to create a seamless experience from first touchpoint to project launch. You can embed it on your website, share it via link, or send it as part of your proposal process.

With over 500,000 teams trusting Paperform for their business-critical forms, this template provides the foundation for professional client onboarding that positions your agency as organized, strategic, and ready to deliver results across every location.