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Email Marketing Project Intake Form

Business Name

Contact Person

Phone Number

Email Address

Website

Industry

I. Email Marketing Services Needed (Check all that apply)

A. Strategy & Planning

B. Campaign Creation & Management

C. Design & Content

D. Automation & CRM Integration

E. Analytics & Reporting

II. Client Goals & Expectations

What are your primary goals for email marketing?

Do you have an existing email list?

If yes, how many subscribers?

What email marketing tools are you currently using?

 

What is your average email open rate & click-through rate (if known)?

 

Open Rate (%):

CTR (%):

What types of emails have performed best for you in the past?

Do you have brand guidelines (colors, fonts, tone of voice) we should follow?

If yes, please share:

Choose a file or drop it here
 

Who is your target audience? (Demographics, interests, pain points)

What is your desired email frequency?

Do you need help with compliance (GDPR, CAN-SPAM, etc.)?

What key metrics do you want us to track and report on?

What is your budget for email marketing services?

What are your biggest challenges with email marketing?

Do you have any competitors whose email campaigns you admire?

Additional notes or special requests:

III. Next Steps

We’ll review your responses and schedule a strategy call to finalize your email marketing plan.

 

Client Signature:

Client Intake Form Insights

Important Note:

This analysis provides strategic insights to help you get the most from your form's submission data for powerful follow-up actions and better outcomes.

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Let's break down the client intake form section by section, highlighting the key insights and strategic importance of each part:

1. Business & Contact Information

Purpose:

  • Ensures proper communication and onboarding.
  • Helps in personalizing emails (e.g., using the business name, industry-specific strategies).

Key Insights:

  • Industry helps tailor messaging (B2B vs. B2C, e-commerce vs. SaaS).
  • Website allows for a quick audit of branding, lead capture forms, and existing email strategies.

2. Email Marketing Services Needed (Structured for Clarity & Upselling Opportunities)

A. Strategy & Planning

  • Why it matters: Many businesses lack a structured email strategy. This section identifies if they need foundational work (segmentation, funnel mapping, automation logic).
  • Key Insight: If a client checks "Audience Segmentation," they may need CRM integration or lead scoring.

B. Campaign Creation & Management

  • Why it matters: Different campaigns (abandoned cart vs. newsletters) require distinct copywriting and design approaches.
  • Key Insight: A client wanting "seasonal campaigns" may need pre-planned content calendars.

C. Design & Content

  • Why it matters: Poor design hurts engagement. Clients may not realize they need responsive HTML or dynamic content.
  • Key Insight: If they lack brand guidelines, this is an opportunity to offer branding services.

D. Automation & CRM Integration

  • Why it matters: Automation drives revenue (e.g., welcome series = 50%+ open rates). Clients often underestimate its value.
  • Key Insight: If they use Shopify/Klaviyo, they may need abandoned cart flows.

E. Analytics & Reporting

  • Why it matters: Clients who prioritize ROI tracking are more likely to invest in long-term optimizations.
  • Key Insight: If they don’t know their open rates, they likely need baseline analytics setup.

3. Client Goals & Expectations (The Most Critical Section)

A. Primary Goals

  • Sales vs. Retention: Sales-focused emails need strong CTAs; retention emails need value-driven content.
  • Lead Nurturing: Indicates need for a multi-email drip sequence.

B. Existing Email List

  • No list? They need lead magnet + opt-in funnel strategies.
  • Large list? May require segmentation and re-engagement campaigns.

C. Current Tools

  • Mailchimp users may need migration to more advanced platforms (Klaviyo for e-commerce).
  • No tool? Opportunity to recommend and set up an ESP.

D. Past Performance Metrics

  • Low open rates? Subject line testing and list hygiene are needed.
  • Low CTR? Weak copy or unclear CTAs may be the issue.

E. Target Audience

  • B2B: Needs LinkedIn-style professional messaging.
  • B2C: More conversational, benefit-driven copy.

F. Compliance Needs

  • GDPR/CAN-SPAM knowledge gaps = risk of fines. This is a high-value service add-on.

G. Budget

  • $500.00−$1.5K/month: Basic campaigns and automations.
  • $3K+/month: Advanced segmentation, CRM syncs, and dedicated copywriting.

H. Competitor References

  • Reveals their taste in design/tone (minimalist vs. bold, humorous vs. formal).

4. Why This Form Works

Identifies Gaps: Many clients don’t realize they need automation or compliance help until asked.
Guides Pricing: Budget and service selections help tailor proposals.
Prevents Misalignment: Clear expectations = fewer revisions and happier clients.

Pro Tip: Use this form in a discovery call to dig deeper (e.g., "You mentioned low opens—let’s discuss A/B testing subject lines").


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