Marketing & Agency form templates

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

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Showing 1–16 of 16 templates · sorted by best match

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
Marketing Request Form
Let any team submit a marketing request with the deadline, assets already on hand, priority level and budget approval status marketing needs to plan work.
Classic form
15 fields
Short form — 15 questions on a single page.
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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
Marketing Budget Request
Give approvers a clear view of the spend, expected outcome, and trade-offs behind your marketing budget request before anyone commits to campaign costs.
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
Co-Marketing Proposal Form
Pitch a joint campaign with clear audience fit, shared goals, partner contributions, and launch timing so your team can assess the opportunity quickly.
Classic form
14 fields
3 pages
Short form — 14 questions across 3 pages.
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Campaigns
Press Release Approval Form
Route each press release through a clear review, capture edits and quote permissions, and record approval against the exact draft before publication.
Classic form
15 fields
3 pages
Short form — 15 questions across 3 pages.
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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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Campaigns
Case Study Consent
Customer consent for a case study: what may be named and quoted, results that can be published, logo and image use, review rights and how to withdraw.
Classic form
26 fields
2 pages
Medium length — 26 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
PR Pitch Submission
Structured pitch to a publication or podcast: the story in one line, why now, who is available to speak, evidence offered, exclusivity and deadlines.
Classic form
23 fields
2 pages
Medium length — 23 questions across 2 pages.
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Campaigns
Affiliate Application
Find affiliate partners who fit your audience by reviewing their channels, promotional plans, and disclosure approach before you approve program access.
Classic form
13 fields
2 pages
Short form — 13 questions across 2 pages.
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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
Email Campaign QA Checklist
Catch broken links, wrong audiences, rendering issues, and missing tracking before an email goes out, with clear evidence and a named release approver.
Classic form
14 fields
3 pages
Short form — 14 questions across 3 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
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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Teams browsing this collection often start here too.

Marketing & Agency form templates

Ad Creative Request

Marketing Request Form

Marketing Budget Request

SEO Audit Intake Form

Co-Marketing Proposal Form

Press Release Approval Form

Website Redesign Brief

Marketing Campaign Brief

PR Pitch Submission

Affiliate Application

Brand Discovery

Email Campaign QA Checklist

Influencer Brief

Media Buying Brief

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Marketing & Agency form templates