Marketing & Agency form templates

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

5 free templates — preview any of them without an account, then customise every question, colour and layout.

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Showing 1–5 of 5 templates · sorted by best match

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
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
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
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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