Free template · 15 questions
Marketing agency client questionnaire
A client intake for performance and growth marketing: numbers first, so the strategy is built on the funnel the client actually has.
When to send it: Before the strategy call.
Numbers
- 1.Monthly revenue range and the growth target for the next 12 months.
- 2.Average order value or contract value, and customer lifetime value if known.
- 3.Current monthly marketing spend, by channel.
- 4.Cost per lead or acquisition you consider acceptable.
Market
- 5.Ideal customer profile, and your best customer ever.
- 6.What has worked and failed in marketing so far?
- 7.Seasonality or sales cycles we should plan around.
Setup
- 8.Tools in use: CRM, analytics, ad accounts, email platform.
- 9.Can you grant access to ad accounts and analytics?
- 10.Who on your side owns marketing, and how often do you want reporting?
Budget, timing and decisions
- 11.What budget range have you set aside for this?
- 12.Is there a hard deadline, and what happens if it moves?
- 13.Who else needs to approve the work or the contract?
- 14.How would you prefer we communicate (email, calls, messaging), and how often?
- 15.How did you hear about me?
Send it, and get the answers back
Stop copying answers out of email threads. With Clinch the questionnaire goes out with your proposal or contract, your client fills it in from their phone, and the deposit is paid when they sign.
Send this questionnaire freeQuestions about client questionnaires
When should a marketing agency send a client questionnaire?
Before the strategy call.
Can I edit these questions?
Yes. Copy them, remove what does not apply and add your own. Shorter questionnaires get answered faster: keep only the questions whose answers change your price, your plan or your contract.
Should the questionnaire come before or after the contract?
Questions that affect price and scope belong before the proposal; the detailed ones (names, timelines, access) work best right after signing, when the client is committed and expects them.
How do I send it with Clinch?
Create a free Clinch account, paste the questions, and send them with your proposal or contract. Your client answers from their phone without an account, and the answers are saved on the client's record.