Marketing agency proposal request form template
This five-step marketing agency proposal request form asks which service the client needs, their main goal, their monthly budget and any notes, followed by the contact details. You can clone it into your Growform account and list your own services.
What the form asks, step by step
Agencies lose hours to calls with prospects who want a different service or have a smaller budget. This form puts both answers in front of you before the call is booked.
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Step 1: “What can we help with?”
Paid ads, content, CRO, email, design or SEO decides who leads the pitch.
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Step 2: “What’s your primary goal?”
Revenue, profit, conversions, CPA or ROI tells you which result to lead with.
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Step 3: “Do you have a budget in mind?”
Monthly bands from under $1,000 to over $10,000 make qualification immediate.
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Step 4: “Is there anything else you’d like to tell us?”
Invite prospects to add their website, deadlines or current agency here.
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Step 5: “How shall we contact you?”
Name, email and phone come last.
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After submitting
The prospect sees a thank-you screen after pressing “Get custom proposal”, and you can add a calendar link there for qualified budgets.
Who it’s for
Digital marketing agencies, CRO specialists and freelance consultants use this template on their contact or “work with us” page. It works as a short marketing questionnaire for clients at the inquiry stage and replaces the open contact form that produces “Can you help with our marketing?” and nothing else. Each proposal request states the service, the goal and a budget band, which is enough to choose between a proposal, a discovery call or a polite referral. A longer digital marketing questionnaire belongs in onboarding, after the contract is signed.
Why this structure converts
- Service and goal come first, so the prospect talks about their business before the budget question appears.
- The budget step offers monthly bands, so the prospect picks a range instead of naming a figure.
- “All of the above!” on the goal step is an honest option, and it tells you the prospect wants a strategic partner.
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Make it yours
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Rename the budget field
The budget question’s internal field is labeled “Required features” in the template. Rename it so reports and CRM mappings read correctly.
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Branch on budget
Use the budget answer to show a calendar link to qualified prospects and a helpful resource to everyone else on the thank-you screen.
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Ask for the website address
Add a website field before the contact step so you can review the site, the ads and the funnel before the first call.
Frequently asked questions
What should a marketing agency questionnaire ask a new lead?
At the inquiry stage it should ask the service needed, the main goal and the budget, and leave room for a note. Detailed questions about brand, audience and competitors are better saved for onboarding.
Should I ask for budget on the first form?
For most agencies, yes. A banded monthly budget lets you reply with the right offer, and prospects in the lowest band can be pointed to a lighter service or a resource.
Can the answers go into my CRM?
Yes. Growform sends each submission to HubSpot, Pipedrive, Close, ActiveCampaign or a Google Sheet, with each answer mapped to its own field.
What happens next?
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Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
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