Marketing & Agency form templates

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

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Showing 1–15 of 15 templates · sorted by best match

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
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
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
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
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
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
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
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
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
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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Teams browsing this collection often start here too.

Marketing & Agency form templates

SEO Audit Intake Form

Brand Discovery

Ad Creative Request

Affiliate Application

Co-Marketing Proposal Form

Email Campaign QA Checklist

Influencer Brief

Marketing Budget Request

Marketing Campaign Brief

Media Buying Brief

PR Pitch Submission

Press Release Approval Form

Website Redesign Brief

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📣 Marketing & Agency form templates

Related templates

Related categories

Patient Intake Form

Patient Registration Form

Patient Encounter Form

HIPAA Patient Consent Form

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Browse other categories

Marketing & Agency form templates