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
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
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
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
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
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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