Agencies templates
Agencies win or lose time at the start of a project. A clear client onboarding form and creative brief mean the team starts with goals, audience and deadlines instead of guessing.
These templates cover the agency workflow from first enquiry to kickoff: qualify the lead, quote the work, sign the NDA and collect the brief.
Which agency form do you need?
- Lead Generation Form TemplateQualify new enquiries by goal, budget and timing.
- Quote Request Form TemplateCollect scope and budget to price the project accurately.
- Project Intake Form TemplateTurn each new request into a brief with priority and success criteria.
- Non-Disclosure Agreement (NDA) Form TemplateHave the client sign an NDA online before they share confidential details.
- Client Intake Form TemplateA client onboarding form with goals, stakeholders and kickoff date.
- Creative Request Form TemplateA creative brief with deliverables, audience and reference files.
Tips for faster agency onboarding
Send the brief before kickoff
A completed brief turns the kickoff call into a discussion of strategy rather than a list of questions.
Ask for references as files
Brand guides, examples and logos uploaded with the brief stay attached to the right client.
Use one link per client
Share the same intake form with every client and add ref=clientname to the link to see who each response came from.
Frequently asked questions
What should an agency client onboarding form ask?
Business goals, target audience, key contacts and who approves work, deadlines, budget, brand assets and access to existing accounts. Ask for examples of work they like.
What is the difference between a client intake form and a creative brief?
The intake form collects background about the client once. A creative brief describes one piece of work, such as a campaign or a website, and is filled in for each project.
Can clients sign an NDA in the same process?
Yes. Send the NDA form first. Each signature is saved as a PDF with an audit trail.