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PPC management inquiry form template

This five-step PPC management inquiry form asks the campaign goal, the monthly budget, the preferred ad platform and the timeline for results, followed by the contact details. Clone it into your Growform account and add your own platforms.

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What the form asks, step by step

The questions cover the four things a paid media specialist asks on a discovery call. Budget comes second, early enough to qualify before anyone books a meeting.

  1. Step 1: “What’s your goal for PPC campaign?”

    Traffic, awareness, sales or leads decides the campaign type you propose.

  2. Step 2: “What’s your monthly PPC budget?”

    Bands from under $500 to above $3,000 qualify the lead immediately.

  3. Step 3: “What’s your preferred ad platform?”

    Google, Facebook, LinkedIn or Bing points to the specialist who should respond.

  4. Step 4: “What’s your desired timeline for results?”

    Prospects expecting immediate results need a conversation about realistic ramp-up.

  5. Step 5: “How shall we contact you?”

    Name, email and phone come last.

  6. After submitting

    The prospect sees a thank-you screen, which an agency would change to offer an account audit or a calendar link.

Who it’s for

PPC agencies, freelance media buyers and marketing consultancies use this template as the inquiry form on their paid search page. It works as a short PPC questionnaire that shows the goal, the budget, the platform and the expected timeline before the discovery call. Agencies focused on search can adapt it into a Google Ads questionnaire. Full-service agencies may prefer the marketing agency proposal request form.

Why this structure converts

  • The goal comes first, so prospects describe the result they want before any budget question.
  • Budget bands let a prospect admit a small budget without feeling judged.
  • The timeline question reveals expectations that you can address on the first call.
Use this template

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Make it yours

  • Update the platform names

    The platform options say “Google AdWords” and “Bing Ads”. Rename them to Google Ads and Microsoft Ads so the form looks current.

  • Ask for the website

    Add a website address field so you can review the landing pages and any live ads before replying.

  • Allow several platforms

    Make the platform step multi-select, since many advertisers run search and social campaigns together.

Send every lead where your team works

See all integrations

Frequently asked questions

What should a PPC intake form ask?

It should ask the goal, the monthly budget, the platforms and the timeline. Account access, conversion tracking and competitors are better covered in onboarding.

Can I turn away small budgets politely?

Yes. Conditional logic can show a different thank-you message to prospects in the lowest budget band, such as a link to a self-serve guide.

Which CRMs does it connect to?

HubSpot, Pipedrive, Close and ActiveCampaign are supported, and each answer maps to its own field.

What happens next?

  1. Step 1: Clone this form template

    Clone this template into your Growform account (create one first if you don’t already have one).

  2. Step 2: Edit your form

    Get creative and adjust your form's theme options, questions or layout in the Growform form builder.

  3. 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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