Marketing & Agency form templates

Campaign briefs, client onboarding, content requests and reporting sign-off.

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Showing 1–8 of 8 templates · sorted by best match

Campaigns
Brand Discovery
Three-page brand discovery: what the business does and for whom, how it sounds and what it stands against, competitors, assets and decision-makers.
Classic form
33 fields
3 pages
Medium length — 33 questions across 3 pages.
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Campaigns
Ad Creative Request
Request paid ad creative: platform and placements, sizes and specs, the offer and headline direction, assets, spend, launch date and approvals.
Classic form
24 fields
2 pages
Medium length — 24 questions across 2 pages.
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Campaigns
Influencer Brief
Brand-to-creator brief: the product and campaign, deliverables and posting dates, must-say and must-avoid points, disclosure rules, usage rights and fee.
Classic form
29 fields
2 pages
Medium length — 29 questions across 2 pages.
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Campaigns
Marketing Campaign Brief
Three-page campaign brief: the audience and the offer, the measurable result wanted, channels and budget, assets and approvals, and the dates that fix it.
Classic form
35 fields
3 pages
Medium length — 35 questions across 3 pages.
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Campaigns
Media Buying Brief
Give your media buyer a clear budget, audience, flight window, and success measure so they can recommend placements without guessing at your priorities.
Classic form
15 fields
3 pages
Short form — 15 questions across 3 pages.
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Campaigns
SEO Audit Intake Form
Get the site history, search goals, access status, and technical constraints you need to scope an SEO audit before requesting data or starting a crawl.
Classic form
13 fields
3 pages
Short form — 13 questions across 3 pages.
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Campaigns
Social Content Request
One-screen request for a social post: the platform, the single message, the link and call to action, the assets to use, the publish date and the approver.
Card form
16 fields
Short form — 16 questions on a single page.
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Campaigns
Website Redesign Brief
Three-page redesign brief: why the current site is failing, the pages and journeys that matter, content and platform reality, integrations and launch dates.
Classic form
35 fields
3 pages
Medium length — 35 questions across 3 pages.
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