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Marketing Client Intake Form

Marketing Client Intake Form Template for Indonesia

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Key Requirements PROMPT example:

Marketing Client Intake Form

"I need a Marketing Client Intake Form for my digital marketing agency in Jakarta that handles sensitive tech client data, with strong emphasis on data protection compliance and detailed sections for social media and online advertising services."

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Document background
The Marketing Client Intake Form is a crucial document used by marketing agencies and professionals in Indonesia to initiate client relationships and gather comprehensive information about potential clients' business needs and marketing objectives. This form is designed to comply with Indonesian regulations, particularly the Personal Data Protection Law (PDP Law) and Electronic Information and Transactions Law. It serves as the foundation for developing targeted marketing strategies and proposals while ensuring proper data handling and client confidentiality. The document should be used at the initial stage of client engagement to collect vital information about the client's business, marketing goals, budget expectations, and service requirements, enabling the marketing agency to assess the scope of work and develop appropriate solutions.
Suggested Sections

1. Client Information: Basic company/individual details including legal name, business registration number, address, and primary contact information

2. Business Profile: Overview of client's business including industry sector, target market, years in operation, and current market position

3. Marketing Objectives: Client's specific marketing goals, target audience, and desired outcomes

4. Current Marketing Activities: Overview of existing marketing efforts, channels used, and performance metrics

5. Budget Information: Expected marketing budget allocation and payment terms

6. Service Requirements: Specific marketing services needed (digital marketing, traditional advertising, PR, etc.)

7. Data Processing Consent: Explicit consent for data collection and processing as per Indonesian PDP Law

8. Terms and Conditions: Basic terms of service and compliance with Indonesian regulations

9. Authorization: Signature section and confirmation of information accuracy

Optional Sections

1. International Marketing: Additional section for clients requiring cross-border marketing services

2. Competitor Analysis: Optional section for detailed information about main competitors

3. Crisis Management: For clients requiring reputation management or crisis communication services

4. Social Media Presence: Detailed social media audit and requirements section for digital marketing clients

5. Language Preferences: For clients requiring multilingual marketing services

6. Intellectual Property: Section for declaring existing trademarks, copyrights, and brand guidelines

Suggested Schedules

1. Schedule A - Service Package Options: Detailed list of available marketing service packages and their components

2. Schedule B - Rate Card: Standard pricing for various marketing services offered

3. Appendix 1 - Required Documents: List of required supporting documents (business registration, licenses, etc.)

4. Appendix 2 - Brand Guidelines: Template for submitting existing brand guidelines and assets

5. Appendix 3 - Data Processing Agreement: Detailed terms of data handling and protection in compliance with Indonesian PDP Law

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

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant legal definitions
Agency
Agreement
Authorized Representative
Brand Guidelines
Business Day
Client
Confidential Information
Data Controller
Data Processor
Data Protection Laws
Deliverables
Digital Marketing Services
Effective Date
Electronic System
Force Majeure
Intellectual Property Rights
Marketing Campaign
Marketing Materials
Marketing Services
Party/Parties
Personal Data
Processing
Professional Fees
Project Brief
Service Package
Target Audience
Term
Territory
Traditional Marketing Services
Working Hours
Relevant Industries

Retail

E-commerce

Technology

Financial Services

Healthcare

Education

Manufacturing

Food and Beverage

Real Estate

Tourism and Hospitality

Professional Services

Media and Entertainment

Consumer Goods

Telecommunications

Relevant Teams

Marketing

Business Development

Client Services

Legal

Compliance

Sales

Data Protection

Account Management

Creative Services

Digital Marketing

Customer Relations

Operations

Relevant Roles

Marketing Director

Business Development Manager

Client Services Manager

Account Executive

Marketing Manager

Sales Manager

Data Protection Officer

Compliance Officer

Chief Marketing Officer

Marketing Coordinator

Business Owner

Agency Director

Client Relations Manager

Marketing Consultant

Legal Counsel

Industries
Law No. 27 of 2022 on Personal Data Protection (PDP Law): Indonesia's comprehensive data protection law that regulates the collection, processing, and storage of personal data. Essential for client intake forms as they collect personal information.
Law No. 11 of 2008 on Electronic Information and Transactions (EIT Law): Governs electronic transactions and digital documents, relevant if the intake form is processed electronically.
Law No. 8 of 1999 on Consumer Protection: Ensures consumer rights are protected in business transactions, including marketing relationships and service agreements.
Government Regulation No. 71 of 2019 on Electronic Systems and Transactions: Provides detailed requirements for electronic system operations and digital document validity.
Law No. 7 of 2014 on Trade: Contains provisions regarding business practices and marketing activities in Indonesia.
Indonesian Advertising Ethics Code: Guidelines for ethical advertising and marketing practices in Indonesia, important for defining the scope of marketing services.
Minister of Communication and Information Technology Regulation No. 20 of 2016: Regulates the protection of personal data in electronic systems, relevant for digital intake forms.
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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