Marketing Intake Form Template for England and Wales

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Key Requirements PROMPT example:

Marketing Intake Form Template

I need a Marketing Intake Form Template for our new fintech product launch, ensuring compliance with FCA regulations and UK GDPR, to be used across our digital marketing channels starting January 2025.

Document background

The Marketing Intake Form Template is designed for use under English and Welsh law to streamline the process of initiating marketing campaigns while ensuring regulatory compliance. This document is essential when planning new marketing initiatives, helping organizations capture crucial information about campaign objectives, audience targeting, channel selection, and compliance requirements. It serves as a critical tool for maintaining consistency in marketing processes and ensuring adherence to UK data protection laws, advertising standards, and industry regulations.

Suggested Sections

1. Campaign Information: Basic details about the marketing campaign including objectives, timeline, and budget

2. Target Audience: Detailed description of intended audience demographics and characteristics

3. Marketing Channels: Specific channels to be used (digital, print, social media, etc.)

4. Content Requirements: Specifications for content type, format, and messaging

5. Compliance Checklist: Key regulatory requirements and compliance confirmations

Optional Sections

1. Industry-Specific Requirements: Additional requirements for regulated industries (financial services, healthcare, etc.) - use when marketing regulated products/services

2. International Considerations: Additional requirements for cross-border marketing - use when campaign extends beyond UK

3. Brand Guidelines: Specific brand requirements and restrictions - use when working with established brands

Suggested Schedules

1. Data Processing Details: Specific information about how personal data will be collected and processed

2. Consent Templates: Standard forms for obtaining marketing consent

3. Channel-Specific Requirements: Detailed requirements for each marketing channel

4. Compliance Documentation: Required legal notices, disclaimers, and compliance statements

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Retail
Financial Services
Technology
Healthcare
Professional Services

Relevant Teams

Marketing
Legal
Compliance
Brand Management
Digital

Relevant Roles

Marketing Manager
Compliance Officer
Brand Manager
Digital Marketing Specialist
Project Manager

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Authors

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