Describe your services and onboarding process. Makeform creates a focused intake for goals, audiences, budget, brand, channels, assets, stakeholders, and timing.
Route new client briefs to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a complete prompt, adapt it, or send it to the Makeform builder. The structure shown is an example.
Audience
New retained clients using several marketing services
Format
Multi-step onboarding questionnaire with conditional sections
Prompt size
326 chars
Example form structure
Multi-step onboarding questionnaire with conditional sections
Company, offer, and primary contact
Rank your three most important goals
Which services do you need?
Monthly marketing budget range
Brand guide and asset links
Suggested routing tags
Ready for discovery
Assets needed
Budget review
Ask clients to rank goals and name the approver; priorities and ownership make the brief actionable.
Step 1
Qualify
fit, services, budget, and timeline
Step 2
Discover
goals, audience, offer, and competitors
Step 3
Collect
brand assets, URLs, and access status
Step 4
Route
brief to strategist, channel leads, and approver
A stronger discovery handoff
A marketing intake connects client goals to budget, channels, assets, stakeholders, and deadlines before kickoff.
Rank goals, select services, and define the priority conversion so strategists know where to start.
Show account and budget questions for paid media, or editorial questions for content clients.
Keep answers, files, URLs, access status, and approver details in one brief.
Adapt the intake
Keep a common profile, then reveal specialist questions for selected services.
Priorities, channels, budget, stakeholders, assets, and reporting expectations.
Conversions, audiences, media budget, accounts, tracking, creative, and dates.
Offers, markets, competitors, site history, voice, experts, and approvals.
Networks, content pillars, assets, community rules, escalations, and cadence.
Client onboarding workflow
Generate the structure, tailor it, and route completed intakes to the discovery team.
Name your services, ideal client, qualification rules, and discovery needs.
Set budget ranges, required questions, and follow-ups by channel or service.
Submit a sample, check mobile readability, and confirm uploads and URLs.
Share or embed the form and notify the account owner on completion.
Intake form vs email vs static document
Reduce follow-up without showing clients irrelevant questions.
Field guide
Collect discovery essentials while leaving credentials and deeper research for follow-up.
Client profile
Frame later answers with the company, offer, market, contact, and reason for starting now.
Goals & measurement
Ask for ranked outcomes, desired audience actions, and current reporting context.
Audience & market
Request known segments and exclusions to guide channels, messages, targeting, and content.
Brand & content
Give specialists the brand voice, visual direction, approved claims, examples, and asset locations.
Scope & budget
Separate media, production, and agency budgets; offer ranges when exact numbers are unavailable.
Access & approvals
Record account ownership, invitation status, reviewers, and escalations; request invitations, not passwords.
Related tools
Use focused questionnaires for onboarding, branding, content requests, and external collaborations alongside your marketing intake.
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Open toolFAQ
Practical answers for agencies designing a clear new-client questionnaire.
It is an onboarding questionnaire for a client's business, goals, audiences, channels, budget, brand, assets, timeline, stakeholders, and access status. It gives discovery and delivery teams a consistent starting brief.
Ask about the offer, differentiators, ranked goals, audiences, past work, channels, budget, dates, brand boundaries, assets, reviewers, and approver. Add specialist follow-ups only for selected services.
Focus on decisions required for kickoff. Use short fields for facts, long fields for context, and conditional sections for channel questions. Leave workshops, credentials, and audits for later.
Yes. A service selection can reveal relevant sections: budget and accounts for paid media, site and content for SEO, or networks and moderation for social media.
No. Ask which accounts exist, who owns them, relevant account IDs, and who can send invitations. Use each platform's invitation or permission workflow.
Explain what the budget guides, then offer ranges or a currency field. Separate media, production, and agency budgets, and ask whether each is monthly, project-based, or awaiting approval.
Yes. Makeform provides unlimited free forms and responses. Generate, edit, publish, and use the intake without a response cap; the paid tier removes the Makeform badge.
Review gaps, confirm scope and budget assumptions, identify asset and access dependencies, and prepare discovery questions. Route the brief, then confirm attendees, approver, communication path, and deadline.
Replace scattered onboarding emails with one useful brief.
