By the Templateez Team · Licensed Attorney · July 2026

Marketing & PR Consulting Intake Forms: What to Capture in the Discovery Call

A marketing consulting engagement lives or dies on the discovery call. If you don't capture the client's actual business goals, current state, and constraints upfront, you'll spend the first month of the engagement figuring out what you should have known on day one. The intake form turns a freewheeling conversation into a structured data capture that feeds directly into your strategy deck.

Business Context

What does the client sell? Who buys it? What's the average deal size? What's the sales cycle length? B2B or B2C? What industry are they in? How many employees? Annual revenue range? These questions establish the scale and complexity of the engagement. A SaaS startup with a $99/month product needs a fundamentally different marketing approach than a manufacturing company selling $500K capital equipment. Our Marketing & PR Consulting intake form captures all of this in structured fields.

Current Marketing State

What channels are they currently using? (Paid search, organic, social, email, content, events, PR, partnerships, direct mail.) What's working? What's not? What's their current monthly marketing spend? Do they have in-house marketing staff or is everything outsourced? What tools and platforms are they using (CRM, email platform, analytics, ad platforms)? This inventory prevents you from recommending things they're already doing and helps you identify quick wins.

Goals and Measurement

What does success look like in 3 months? 6 months? 12 months? Are they trying to generate leads, build brand awareness, launch a product, enter a new market, or fix a reputation issue? How do they currently measure marketing performance? What KPIs does their leadership track? The difference between a client who measures 'leads generated' and one who measures 'revenue attributed to marketing' will shape every recommendation you make.

Budget and Timeline

Budget range for the engagement (not just your fee — total marketing spend including media, tools, and production). Timeline constraints: product launch dates, trade show deadlines, seasonal peaks. Approval process: who signs off on strategy, creative, and budget? These practical constraints determine what's achievable and prevent scope creep from day one.