Business Name
Contact Person
Phone
Date
What is your business about? (Brief description of products/services)
What are your campaign goals?
Brand Awareness
Lead Generation
Sales/Conversions
Website Traffic
Event Promotion
Other:
Who is your target audience? (Demographics, interests, behaviors)
Age Range
Gender
Location(s)
Interests/Hobbies
Pain Points
What platforms will the ads run on?
Twitter(X)
TikTok
YouTube
Other:
Do you have brand guidelines?
Brand Colors:
Primary
Secondary
Accent
Font Preferences:
Primary
Secondary
Logo Usage:
Include logo prominently
Minimal logo presence
No logo
Other:
Design Style Preference:
Minimalist
Bold & Vibrant
Elegant/Luxury
Playful/Fun
Corporate/Professional
Other:
Do you have existing creatives (images/videos) we can use?
Yes (Please attach)
No (Need custom creation)
Ad Copy & Messaging:
Preferred Tone:
Professional
Casual
Humorous
Urgent
Inspirational
Other:
Key Selling Points:
Call-to-Action (CTA):
Ad Sizes Needed:
Facebook Feed (1200x628)
Instagram Square (1080x1080)
Instagram Story (1080x1920)
LinkedIn (1200x627)
TikTok (1080x1920)
Other:
Video Requirements (if applicable):
Duration:
Subtitles Needed?
Voiceover Needed?
Animation Preferences:
None
Subtle Motion
Dynamic Animation
Legal/Compliance Requirements:
Disclaimers Needed
Trademarked Content
Other:
What is your ad budget range?
$100.00−$500.00
$500.00−$1,000.00
$1,000.00−$5,000.00
$5,000.00+
Campaign Duration:
Start Date:
End Date:
Preferred Ad Scheduling:
Continuous
Specific Days/Times:
Urgency Level:
Standard (2-3 weeks)
Rush (1 week)
ASAP (3-5 days)
Competitors or Reference Ads You Like:
Anything else we should know?
Client Signature:
Client Intake Form Insights
Important Note:
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I. Business & Campaign Overview
Purpose:
Key Insights:
II. Design Preferences
Purpose:
Key Insights:
3. Ad Specifications & Technical Requirements
Purpose:
Key Insights:
4. Budget & Timeline
Purpose:
Key Insights:
5. Additional Notes
Purpose:
Key Insights:
Why This Form is Effective
Next Steps After Submission:
This form ensures data-driven, high-converting social media ads while keeping the process smooth for both the agency and the client. Would you like any refinements based on specific industries (e.g., e-commerce, B2B)?