Advertising Agency New Client Discovery Form

Advertising Agency New Client Discovery Form — Form Fields

This sales template includes 10 fields. Ad agencies collect campaign objectives from prospective clients during sales intake. Free to customize and use on ZenBuild.

• Company Name (text, required)
• Your Name (text, required)
• Email Address (email, required)
• Industry (dropdown selection, required) — options: Retail, Healthcare, Finance, Technology, Food & Beverage, Nonprofit, Other
• Monthly Advertising Budget (dropdown selection, required) — options: Under $5k, $5k-$15k, $15k-$50k, $50k-$100k, $100k+
• Channels of Interest (checkboxes, required) — options: Google Ads, Meta Ads, LinkedIn Ads, Programmatic Display, Connected TV, Podcast Ads
• Primary Campaign Goal (text, required)
• Campaign Start Timeline (dropdown selection, required) — options: ASAP, Within 1 Month, 1-3 Months, Exploring Options
• Rate your current marketing performance (rating, optional)
• Tell us about your brand and target audience (long text, required)