Marketing Client Intake Form Template for Qatar

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Key Requirements PROMPT example:

Marketing Client Intake Form

"I need a Marketing Client Intake Form for my Qatar-based digital marketing agency that specializes in luxury retail clients, with specific sections for social media management and influencer marketing permissions, plus strong data protection clauses that comply with Qatar's privacy laws."

Document background
The Marketing Client Intake Form is a crucial document used at the beginning of any marketing agency-client relationship in Qatar. It serves as a comprehensive data collection tool that gathers essential information about the client's business, marketing objectives, and preferences while ensuring compliance with Qatar's strict data protection laws and marketing regulations. The form is designed to capture all necessary permissions and consents required under Qatar's legal framework, particularly regarding data processing and marketing communications. It includes sections for business profiling, marketing goals, budget parameters, and communication preferences, making it an essential tool for both the agency and client to establish clear expectations and legal compliance from the outset. This document is particularly important given Qatar's unique regulatory environment and the need to maintain proper documentation of client authorizations and preferences.
Suggested Sections

1. Client Information: Basic contact details, business information, and primary points of contact

2. Business Profile: Details about the client's business, industry, size, and years of operation

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

4. Current Marketing Status: Overview of existing marketing efforts, channels, and performance

5. Budget Information: Expected marketing budget ranges and payment preferences

6. Communication Preferences: Preferred methods and frequency of communication

7. Data Processing Consent: Explicit consent for data collection and processing as per Qatar's privacy laws

8. Marketing Permissions: Specific permissions for various marketing activities and channels

9. Declaration: Client's confirmation of accurate information provision and agreement to terms

Optional Sections

1. Arabic Language Section: Parallel Arabic version of key information (required if dealing with government entities or Arabic-speaking clients)

2. Competitive Analysis: Information about competitors and market positioning (for larger marketing campaigns)

3. Digital Assets Inventory: List of existing digital assets and access requirements (for digital marketing services)

4. Social Media Presence: Details of existing social media accounts and performance (for social media marketing)

5. Brand Guidelines: Existing brand guidelines and preferences (for branding-related services)

6. International Marketing: Additional information for international marketing efforts (for clients targeting markets outside Qatar)

Suggested Schedules

1. Schedule A: Service Categories Checklist: Detailed checklist of available marketing services and client selections

2. Schedule B: Brand Assets: List of brand assets provided by the client (logos, guidelines, etc.)

3. Schedule C: Data Processing Details: Specific information about how client data will be collected, stored, and processed

4. Appendix 1: Terms and Conditions: Standard terms and conditions including data protection, confidentiality, and service delivery

5. Appendix 2: Privacy Notice: Detailed privacy notice compliant with Qatar's data protection laws

6. Appendix 3: Marketing Channels Authorization: Specific authorizations for different marketing channels and activities

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

Relevant legal definitions
Clauses
Relevant Industries

Retail

Professional Services

Real Estate

Hospitality

Technology

Financial Services

Healthcare

Education

Construction

Manufacturing

Media and Entertainment

Food and Beverage

Tourism

Automotive

Energy

Relevant Teams

Marketing

Business Development

Legal

Compliance

Client Services

Operations

Sales

Project Management

Digital Marketing

Brand Management

Customer Relations

Relevant Roles

Marketing Manager

Business Development Manager

Client Services Director

Marketing Director

Account Manager

Legal Counsel

Data Protection Officer

Compliance Manager

Sales Manager

Project Manager

Digital Marketing Specialist

Brand Manager

Operations Manager

Client Relations Manager

Marketing Coordinator

Industries
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

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