A project intake form is a questionnaire document used by marketing south korea phone number list agencies to effectively and efficiently onboard a new client project. The intake form contains a series of questions relating to both the client and the project details. For this reason, a project intake form is the preferred option for new projects where the working relationship is project-based or time-based. For monthly retainer clients, typically a project brief / client brief would be used in place of a project intake form since most of the basic client information is already known and the detail required is much more specific to the project.
Benefits of Project Intake Forms for Agencies
Successful digital agencies rely on streamlined processes. The understanding the course duration of digital marketing programs more of these processes the agency is built on, the easier it is to scale and grow the agency. The main benefit of a project intake form is to ensure that each new client project gets off to a good start with a formalized process from day 1. The goal of the intake form is to facilitate the efficient transfer of project information from the client to the agency.In short, the project intake form helps set the new project up for success. But there are several other benefits to both the agency and the client too.
Gets everyone on the same page, literally!
Sometimes there can be several stakeholders involved on the client side. executive list To prevent miscommunication or misalignment of objectives it’s always good to use documentation to capture all the project details in one place and get agreement from all stakeholders. The project intake form helps facilitate clarity by defining the objective, deliverables and helps set expectations especially around the scope of work. This of course helps avoid scope creep which is something that can happen when no documentation is in place.The client-agency relationship is more likely to work if documentation is at the heart of every process. A project intake form helps maintain an audit trail between you and the client.