Can I use this for both B2B and B2C clients?

Yes. The questions focus on fundamentals like audience, offers, and channels. You can add niche-specific prompts as needed.

Will this feel like homework to clients?

Most questions are practical and concrete. Serious clients prefer a bit of thinking upfront if it leads to better results.

Does this integrate with my existing tools?

You can export responses or connect Intakly to your CRM or project management tools.

Marketing consultant intake form that cuts through the noise

Marketing projects can sprawl quickly. This intake form helps you understand current channels, past experiments, and success metrics so you do not start from a blank page.

What is a marketing consultant intake form?

A marketing consultant intake form is a structured questionnaire that collects information about a client's audience, offer, channels, and metrics before you design a strategy.

Pain points

Clients saying they have tried everything without meaningful detail
Unclear which metrics matter most to the business
Scope creep caused by vague initial conversations

How Intakly helps

Clarify what has been tried, what worked, and what failed
Align on a small set of metrics to care about
Define guardrails for scope and timeline from the start

Who this is for

Marketing Consultants
Fractional CMOs
Growth Advisors

FAQ

Can I use this for both B2B and B2C clients? Yes. The questions focus on fundamentals like audience, offers, and channels. You can add niche-specific prompts as needed.
Will this feel like homework to clients? Most questions are practical and concrete. Serious clients prefer a bit of thinking upfront if it leads to better results.
Does this integrate with my existing tools? You can export responses or connect Intakly to your CRM or project management tools.

Details

What this use case is

This use case is for marketing consultants who want to avoid vague, open-ended briefs. The intake form captures how a business currently acquires customers, what they have tried, and how they measure success.

How AI Intake Forms helps

AI reads through long descriptions of campaigns and experiments and turns them into a clear overview. It highlights which channels drive most of the revenue, where there are obvious gaps, and which ideas keep coming up. You can see where to dig deeper before you propose anything.

Key benefits

Reduce time spent reconstructing a client's marketing history
Set realistic expectations about what is possible and when
Protect yourself against hidden constraints that appear mid-project

Example workflow

A company reaches out for marketing help.
Before building a proposal, you send this intake form.
They document channels, campaigns, budgets, and results.
AI summarizes the information and suggests themes such as retention, acquisition, or positioning.
You design a focused engagement based on real history instead of guesses.

Call to action

Make your next marketing engagement calmer and more predictable. Use a marketing consultant intake form that gives you the full story before you commit.