Describe your agency services and pricing questions. Makeform creates a marketing quote form that qualifies the prospect, defines scope and budget, and prepares your team to respond.
Route new quote requests to Google Sheets, Slack, and Zapier.
Sample prompts for the builder
Choose a prompt, adapt it to your offer, or send it to the builder. The fields are an example structure, not a live result.
Audience
Brands requesting campaign pricing
Format
Scope and budget form
Prompt size
297 chars
Example form structure
Scope and budget form
Company, contact, and business model
Campaign objective and target audience
Which services and channels are needed?
Target launch date and budget range
Upload a brief or brand materials
Suggested routing tags
Ready to scope
Needs clarification
Outside budget
Ask for a budget range and desired outcome early. They help the agency decide whether to quote, clarify, or refer the project.
Step 1
Qualify
identify fit, budget, and buying stage
Step 2
Scope
capture channels, deliverables, and ownership
Step 3
Review
route the request to the right specialist
Step 4
Quote
respond with assumptions and next steps
Better quote requests
A generic contact form creates more discovery. A marketing quote form collects details that change the estimate.
Budget, timing, service fit, and buying stage help the team prioritize serious requests.
Channel, asset, volume, approval, and measurement questions expose the work behind a simple request.
Selections can distinguish brand, content, SEO, paid media, and website inquiries so the appropriate owner reviews each opportunity.
Four quoting situations
Projects, retainers, technical work, and brand launches share a qualification core but need different details.
Capture objectives, channels, deliverables, launch dates, media responsibilities, and the assets already available.
Ask about recurring volume, platforms, review cadence, response expectations, term preference, and monthly budget.
Collect URLs, markets, data access, implementation ownership, priorities, and engagement model.
Clarify positioning, identity assets, research, stakeholder alignment, launch milestones, and adjacent copy or web needs.
Build the intake
Collect the facts an estimator uses to evaluate fit, effort, and the next conversation.
Name what your agency quotes, who you serve, required inputs, and signals that need clarification.
Use service-specific choices, budget ranges, and examples of what counts as a deliverable.
Show media budget, content volume, or access questions only when relevant.
Share the form, confirm receipt, and route the request to the right account lead or specialist.
Form vs email vs discovery call
The form prepares the quote discussion by identifying what a call still needs to resolve.
Field guide
Six sections help an agency evaluate fit, estimate effort, and return with informed questions.
Prospect and company
Collect contact and company facts that affect fit, then move quickly to the project.
Goal and audience
Ask what the prospect wants to improve and whose behavior the marketing should influence.
Services and deliverables
Use your real service menu, then request quantities where volume changes effort.
Inputs and ownership
Pricing changes when the agency must create inputs, implement work, or coordinate vendors.
Budget and measurement
Use a range and keep agency fees distinct from media or production spend.
Timing and decisions
Ask who decides and which milestones are fixed before discussing a schedule.
Related tools
Pair quote qualification with a deeper brief, client intake, lead scoring, or proposal workflow.
Collect audience, positioning, objectives, channels, and creative references.
Open toolGather company, contact, relationship, and onboarding details.
Open toolAsk about design assets, formats, quantities, budget, and dates.
Open toolFAQ
Answers for agencies moving from inbound request to scoped pricing.
It is a structured agency inquiry for evaluating and pricing potential work. It covers the prospect, objective, audience, services, deliverables, inputs, timing, budget, and stakeholders.
Ask for company, contact, outcome, audience, services, deliverables, deadline, and budget. Also clarify available assets, implementation ownership, approvers, and success measures.
A range helps shape a realistic approach. Explain what it covers, separate agency fees from outside spend, and include a not sure option when discovery must come first.
Keep initial qualification short, then show detail only for the selected service. Design may need quantities and formats; SEO may need markets, data access, and implementation ownership. Remove unused fields.
Yes. Start with shared questions, then reveal relevant follow-ups. Paid media needs ad spend; social needs platforms and volume; branding needs assets, decision-makers, and milestones.
Only when the offer has stable units and pricing rules. Custom work depends on strategy, asset readiness, production, stakeholders, and timing, so review assumptions before returning a quote.
Yes. Makeform supports unlimited free forms and responses, so you can generate, edit, publish, and keep collecting quote requests without a response cap. The paid tier removes the Makeform badge.
Confirm receipt and set a response expectation. Route by service, region, or budget, then review gaps. Qualified requests can move to a call; unclear ones need a short clarification step.
Replace vague inquiries with quotable project context.
