Project request form with memory form

Project request form with memory form

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.

What’s 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.

Learn more

This App is Free

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