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Agencies form templates

Project inquiries, client intake and creative briefs for agencies. Try each one, then use it in a click.

Starter kitAgencies starter kitProject inquiry, Client intake, Freelancer application, Monthly client check-in and Marketing scorecardSee the kit
Agencies
All form templatesMulti-page

Category

Leads and salesBookingOrders and paymentsApply and joinEventsFeedback and surveysQuizzes and assessmentsIntake and onboardingOperationsConsent and legal

Industry

Any businessSaaS and softwareAgenciesConsultingLegalAccounting and taxFinancial servicesInsuranceReal estateConstruction and home servicesSolar and energyHealthcareDental, wellness and therapyFitnessBeauty and salonsEducation and trainingEcommerce and retailManufacturingLogistics and transportAutomotiveHospitality and travelEventsNonprofitsHR and recruitingIT servicesRestaurants and foodPhotography and creativeCoachingVeterinary and petsFaith communitiesSports clubsGovernment and publicMedia and publishingRetail storesArchitecture and designSecurityAgriculturePersonal

Team

MarketingSalesCustomer successSupportHRRecruitingOperationsFinanceITProductFounders and ownersEvent organizersTeachers and trainersCare staffVolunteer leadsPersonal

12 form templates

Style
  • Each form's ownEvery card in its own style
  • PaperClean and quiet
  • MidnightDark and calm
  • CoralWarm and bold
  • GroveNatural and calm
  • EditorialBig type, few lines
  • TerminalCode on black
  • BubblegumPlayful and round
  • TideFresh and light
  • PosterLoud and graphic
  • GildedBlack and gold
  • LilacSoft and friendly
  • ClayEarthy and warm
  • StudioShapes and primary colors
  • HarborTrusted and clear
  • MintBright and easy
  • RetroChunky and sunny
  • NoirDark and elegant
  • SunriseGolden and upbeat
Project inquiryPopularQualify new projects before the first call.Agencies 9 questionsClient intakePopularEverything you need to kick off a new client.Agencies 28 questions, 6 pagesCreative briefPopularA brief your creative team can work from.Agencies 8 questionsSEO audit requestOffer a free audit to start the conversation.Agencies 5 questionsWebsite project briefScope a new site or redesign.Agencies 9 questionsMonthly client check-inA quick pulse on how each account feels.Agencies 5 questionsContent approvalGet a clear yes or change request on a piece.Agencies 4 questionsFreelancer applicationBuild a bench of reliable freelancers.Agencies 6 questionsFree marketing auditQualify leads with spend and channel data.Agencies 6 questionsGrowth strategy callQualify on budget and goals before a free strategy call.Agencies 9 questionsReferral partner sign-upSign up freelancers and advisors who send you clients.Agencies 8 questionsMarketing scorecardGrade a prospect's marketing in two minutes and book the review call.Agencies 12 questions, 2 pages

Agencies form templates.
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