Capture client requests once and auto-fill every new project with accurate, ready-to-use details.
Who is this template for?
Streamline how you capture client requests and keep project records consistent with this agency-ready memory form. Instead of retyping client information for every new request, clients create a Profile once (with details like name, company, email, industry, and billing address). Every future project request form then auto-fills these details automatically, saving time and ensuring accuracy.
Why use this template?
Do you struggle with incomplete briefs or repetitive back-and-forth emails? This template helps agencies collect structured requests, qualify leads, and keep all client data in one place.
- Clients fill out their profile once β no more duplicate or missing details.
- Agencies see all project requests in one place, linked back to each client profile.
- Status fields (Project Status, Review Status, Follow-up Status) keep your pipeline organized.
- Smart dashboards and kanbans let your team track work from request to completion.
- Clean, ready-made PDF summaries make client handoffs and proposals effortless.
Whatβs included?
- Client Profile Form (Memory Form): Stores reusable client info across all projects.
- Project Request Form: Structured scoping with goals, audience, channels, budget, and success metrics.
- Data Blocks: Centralized dashboards for Project Status, Review Status, and Follow-up Status.
- Email Templates: Auto-confirm submissions, update clients on status, and notify managers for review.
- PDF Template: Professional summaries of each request, ready to share internally or with clients.
Who is this for?
This template is perfect for:
- Marketing Agencies who need to capture campaign briefs and client goals quickly.
- Startup Support Teams who want structured project intake without missing critical details.
- HR & Employer Branding Agencies who run internal comms projects, recruitment campaigns, or engagement programs.
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