Client Intake Template

Client name:
Primary contact:
Decision-maker:
Industry:
Target markets:

Primary business goal (90 days):
Secondary goal:

Target KPI(s):
- CPA target:
- ROAS target:
- Lead quality target:

Monthly media budget:
Peak season / promo windows:
Sales cycle length:
Average lead or order value:

Current channels:
Tracking stack:
CRM / offline conversion capability:

Known constraints:
Approval process and response SLA:
Risk-sensitive categories or policies:

Success criteria for month 1:
Success criteria for month 3:

Completion Rule

No campaign build begins until this template is complete and approved.

Next Step

Return to the module overview and continue with the next lesson in sequence.