Marketing Client Intake Form Template for Philippines

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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 Manila, focusing on e-commerce clients and including sections for social media credentials, online marketplace presence, and data privacy compliance under Philippine law."

Document background

The Marketing Client Intake Form is a crucial document used at the initial stage of engagement between marketing agencies and potential clients in the Philippines. It serves as a comprehensive data collection tool that helps marketing agencies understand client needs, objectives, and preferences while ensuring compliance with Philippine regulations, particularly the Data Privacy Act of 2012 and the E-Commerce Act of 2000. This document typically precedes the formal service agreement and helps establish the scope of marketing services required, budget parameters, and brand guidelines. The form is designed to gather all necessary information for creating targeted marketing strategies while protecting both parties' interests and maintaining regulatory compliance. It includes sections for business profiling, marketing objectives, current marketing status, and data privacy consents, making it an essential tool for initiating professional marketing relationships in the Philippine business context.

Suggested Sections

1. Client Information: Basic contact details, business name, registration numbers, and primary contact person information

2. Business Profile: Industry sector, company size, years in operation, target market, and business objectives

3. Current Marketing Status: Existing marketing efforts, channels used, and current challenges

4. Service Requirements: Specific marketing services needed, preferred channels, and campaign objectives

5. Budget Information: Marketing budget range, preferred payment terms, and billing information

6. Brand Guidelines: Existing brand elements, style guides, and brand voice requirements

7. Data Privacy Notice: Information about how client data will be collected, stored, and used, in compliance with the Data Privacy Act

8. Authorization: Client's consent for data collection and processing, including digital marketing activities

Optional Sections

1. Competitor Analysis: Optional section for clients wanting to provide information about their main competitors and market positioning

2. Previous Campaign History: Details of past marketing campaigns and their results, if applicable

3. Social Media Accounts: List of existing social media accounts and access requirements, if social media marketing is needed

4. Content Requirements: Specific content preferences and requirements, if content marketing is part of the scope

5. International Marketing: Additional section for clients requiring marketing services in multiple countries

6. Crisis Management: Optional section for clients wanting to establish protocols for marketing crisis management

7. Regulatory Compliance: Industry-specific regulatory requirements that affect marketing activities, if applicable

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 and packages

3. Appendix 1 - Required Documents: List of additional documents required (business registration, permits, brand guidelines)

4. Appendix 2 - Data Processing Agreement: Detailed terms for data handling and processing in compliance with privacy laws

5. Appendix 3 - Marketing Assets Checklist: List of marketing materials and assets to be provided by the client

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

E-commerce

Technology

Healthcare

Financial Services

Food and Beverage

Real Estate

Education

Manufacturing

Professional Services

Tourism and Hospitality

Entertainment

Non-profit Organizations

Consumer Goods

Telecommunications

Relevant Teams

Marketing

Business Development

Client Services

Legal and Compliance

Operations

Brand Management

Digital Marketing

Communications

Sales

Customer Relations

Project Management

Relevant Roles

Marketing Director

Business Development Manager

Chief Marketing Officer

Brand Manager

Digital Marketing Manager

Client Services Manager

Account Executive

Marketing Coordinator

Business Owner

Operations Manager

Communications Director

Sales Manager

Data Protection Officer

Marketing Compliance Officer

Project Manager

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Authors

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