All Countries
Employment
Marketing Client Intake Form

Marketing Client Intake Form Template for Ireland

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Marketing Client Intake Form

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Marketing Client Intake Form

"I need a comprehensive Marketing Client Intake Form for my Dublin-based digital marketing agency, focusing on GDPR compliance and targeting technology startups, with specific sections for social media marketing and content creation services."

Celebrated by
Collaborations with
Investors
Document background
The Marketing Client Intake Form is a crucial document used at the initiation of a marketing service relationship in Ireland. It serves as the primary tool for collecting comprehensive information about potential clients, their business objectives, and marketing needs while ensuring compliance with Irish and EU regulations, particularly GDPR and consumer protection laws. This document should be used before commencing any marketing services to establish clear expectations, gather necessary consents, and document client requirements. It forms the basis for subsequent service agreements and helps marketing service providers develop targeted strategies while maintaining regulatory compliance.
Suggested Sections

1. Client Information: Basic details including company name, registration number, address, primary contact person, and contact details

2. Business Profile: Overview of client's business including industry, target market, products/services, and current market position

3. Marketing Objectives: Client's specific marketing goals, target audience, desired outcomes, and timeline expectations

4. Current Marketing Activities: Assessment of existing marketing efforts, channels used, and performance metrics

5. Budget Information: Expected marketing budget allocation, payment terms, and financial constraints

6. Data Protection and Privacy: GDPR compliance section including data processing details, consent collection, and privacy preferences

7. Authorization: Signatures, declarations, and confirmation of information accuracy

Optional Sections

1. Digital Marketing Preferences: Specific section for clients interested in digital marketing services, including social media, SEO, and PPC requirements

2. Traditional Marketing Requirements: Section for clients requiring print, radio, TV, or other traditional marketing channels

3. Competition Analysis: Optional section for detailed information about client's competitors and market positioning

4. Brand Guidelines: Section for clients with existing brand guidelines and requirements

5. International Marketing: Additional section for clients requiring marketing services in multiple jurisdictions

6. Crisis Management: Optional section for clients requiring reputation management or crisis communication planning

Suggested Schedules

1. Schedule A - Service Requirements Checklist: Detailed checklist of marketing services required by the client

2. Schedule B - Data Processing Agreement: GDPR-compliant data processing terms and conditions

3. Schedule C - Brand Assets: List of brand materials to be provided by the client

4. Appendix 1 - Marketing Channels Matrix: Detailed breakdown of marketing channels and their prioritization

5. Appendix 2 - Measurement Metrics: KPIs and success metrics for marketing campaigns

6. Appendix 3 - Rate Card: Standard pricing for various marketing services offered

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant legal definitions
Agency
Agreement
Authorized Representative
Brand Guidelines
Business Day
Campaign
Client
Client Materials
Commencement Date
Confidential Information
Data Controller
Data Processor
Data Protection Laws
Deliverables
Digital Marketing Services
Effective Date
GDPR
Intellectual Property Rights
Key Performance Indicators
Marketing Channels
Marketing Materials
Marketing Services
Personal Data
Project Brief
Review Period
Services
Service Level Agreement
Target Audience
Term
Territory
Relevant Industries

Retail

E-commerce

Technology

Financial Services

Healthcare

Manufacturing

Professional Services

Hospitality

Education

Real Estate

Consumer Goods

Non-Profit

Entertainment

Automotive

Energy

Relevant Teams

Marketing

Business Development

Client Services

Legal

Compliance

Sales

Operations

Brand Management

Digital Marketing

Customer Relations

Relevant Roles

Marketing Director

Marketing Manager

Business Development Manager

Account Manager

Client Services Director

Marketing Consultant

Digital Marketing Specialist

Compliance Officer

Legal Counsel

Sales Manager

Chief Marketing Officer

Marketing Coordinator

Brand Manager

Agency Director

Operations Manager

Industries
General Data Protection Regulation (GDPR): EU-wide data protection law that applies in Ireland, governing how personal data must be collected, processed, and stored. Essential for marketing activities involving customer data.
Data Protection Act 2018: Irish legislation implementing GDPR, providing specific national requirements for data protection in Ireland.
Consumer Protection Act 2007: Irish legislation protecting consumers from unfair practices, including misleading advertising and marketing communications.
European Communities (Electronic Communications Networks and Services) (Privacy and Electronic Communications) Regulations 2011: Regulations governing electronic marketing communications, including rules about consent for email marketing and cookies.
European Union (Consumer Information, Cancellation and Other Rights) Regulations 2013: Regulations protecting consumers in distance selling and online transactions, relevant for digital marketing services.
Advertising Standards Authority for Ireland (ASAI) Code: While not legislation, this is the primary code of standards for advertising and marketing communications in Ireland that must be adhered to.
Sale of Goods and Supply of Services Act 1980: Irish legislation governing contracts for services, relevant for the service agreement aspects of the marketing relationship.
European Communities (Misleading and Comparative Marketing Communications) Regulations 2007: Regulations governing comparative advertising and misleading marketing communications.
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Online Intake Form For Massage Therapy

GDPR-compliant online intake form for massage therapy services in Ireland, combining medical screening and legal agreement elements.

find out more

Chair Massage Consent Form

An Irish-compliant consent form for chair massage services, covering health declarations, informed consent, and liability provisions.

find out more

New Patient Intake Form

An Irish-compliant new patient registration and medical history documentation form for healthcare providers, meeting GDPR and local healthcare regulations.

find out more

Physical Therapy Intake Form

An Irish-compliant physical therapy intake and consent form for collecting patient information and establishing treatment authorization, meeting GDPR and healthcare requirements.

find out more

Health Intake Form

An Irish-compliant Health Intake Form for collecting patient information and medical history, meeting GDPR and local healthcare requirements.

find out more

Counseling Intake Form

An Irish-compliant intake form for counseling services, capturing client information and consent while meeting GDPR and mental health regulations.

find out more

Project Intake Form

An Irish law-compliant project intake and evaluation form used to initiate, assess, and approve new organizational projects.

find out more

Accounting Client Intake Form

An Irish law-compliant intake form for accounting firms to gather essential client information and establish professional engagement terms.

find out more

Real Estate Client Intake Form

A comprehensive client intake form for Irish real estate transactions, ensuring compliance with property law and data protection regulations while gathering essential client information.

find out more

Marketing Client Intake Form

An Irish-law compliant intake form for gathering essential client information and requirements for marketing services, ensuring regulatory compliance.

find out more

Initial Intake Form

Irish law-compliant Initial Intake Form for collecting and processing new client information under GDPR requirements.

find out more

Business Client Intake Form

An Irish-law compliant business client intake and onboarding form for collecting essential company information and service requirements while ensuring regulatory compliance.

find out more

Veterinary Intake Form

An Irish-compliant veterinary intake form for collecting essential pet and owner information, medical history, and treatment authorizations.

find out more

Massage Consent Form

An Irish-law governed consent form for massage therapy services, ensuring GDPR compliance and proper documentation of client consent and medical history.

find out more

Hypnotherapy Client Intake Form

An Irish-compliant hypnotherapy client intake form that captures essential client information, medical history, and informed consent while meeting GDPR requirements.

find out more

Biopsychosocial Intake Form

An Irish-compliant comprehensive intake form for collecting patient's biological, psychological, and social health information, adhering to Irish healthcare regulations and GDPR requirements.

find out more

Marriage Counseling Intake Form

An Irish-compliant intake form for marriage counseling services, collecting essential client information and consent while meeting GDPR requirements.

find out more

Consulting Intake Form

An Irish law-compliant consulting intake form for initial client assessment and project scoping, designed to gather essential business and project information while maintaining GDPR compliance.

find out more

Salon Client Intake Form

An Irish law-compliant client intake and consent form for beauty salons, collecting essential client information and treatment consent while ensuring GDPR compliance.

find out more

Client Intake Form

An Irish-law compliant Client Intake Form for collecting and documenting essential client information while meeting regulatory requirements under Irish and EU law.

find out more

Lead Intake Form

An Irish law-compliant document for collecting and processing initial client information and requirements, with built-in GDPR compliance measures.

find out more

Vendor Intake Form

An Irish law-compliant form for collecting and validating essential vendor information and credentials.

find out more

Intake Assessment Form

An Irish-compliant initial assessment document for gathering client information and consent when accessing services.

find out more

Clinical Intake Form

An Irish-compliant medical form for collecting initial patient information and consent, meeting GDPR and healthcare regulatory requirements.

find out more

Procurement Intake Form

An Irish-law compliant procurement intake form used to initiate and document procurement requests while ensuring regulatory compliance.

find out more

Patient Intake Form

An Irish-compliant medical form for collecting patient information, medical history, and consents, adhering to local healthcare regulations and GDPR requirements.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research
Oops! Something went wrong while submitting the form.

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our Trust Centre for more details and real-time security updates.

Read our Privacy Policy.