Paid Advertising Client Intake template
Before buying traffic, agree what the campaign is meant to achieve and who controls the path after the click. This intake form collects the offer, audiences, platforms, media budget and landing page, then asks who owns tracking, approvals and launch constraints. Past campaign details are requested only from clients who have run campaigns before.
12 questions · Free plan: 500 responses/month · fully customizable
- Editable cover artwork
- 1 built-in logic rule
What’s inside
The questions this template ships with — rename, reorder, or delete any of them in the builder.
When to use this template
- Onboarding a paid media client before account setup
- Preparing a launch that depends on landing page or tracking changes
- Separating media spend from agency fees in a kickoff discussion
Tips to get more from it
- Keep currency and the distinction between spend and fees explicit; the budget answer does not authorize a purchase.
- Identify a conversion owner before discussing performance targets.
- Ask about fulfillment capacity and approved claims before planning launch creative.
Example response and next steps
Illustrative example, not a real customer submission.
A training company is preparing a campaign for a new workshop series.
- Planned monthly media budget and currency
- USD 2,000 in media spend, with agency fees agreed separately.
- Who owns conversion tracking and landing page changes?
- Our web developer handles registration tracking; the course manager approves page copy.
How to use the response
Arrange a tracking test with the developer and confirm workshop capacity. Establish a review point for the budget without interpreting the submitted figure as permission to spend it.
Before publishing your version
Customize platform choices and test both previous-campaign paths. Use the ad platform's invitation system for access and verify landing page ownership at kickoff.
Questions people ask
Will submitting this form launch ads?
No. It records campaign requirements for review. It does not connect an ad account, set a campaign live or authorize spending.
What budget should the form ask for?
Ask for a planning amount, currency and period, with media spend separate from service fees. Confirm the actual budget and approval process outside the form.
Can I use this for multiple advertising platforms?
Yes. Edit the platform choices and tracking questions to match your engagement. Platform-specific setup remains separate.
Go deeper
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