Client Forms

NOTE: If you have NOT been directed here by a CFM account executive or manager, please click here to request more information or click here to purchase your Client Needs Audit, which is the first step in any engagement.

All / Account Services / Automations / Client Relations / Creative / Digital / Email & CRM / Media Buying / Operations / Print / Public Relations / Social / Video / Web

Approval & Feedback Form

Automation Audit Questionnaire

Bio Intake

Brand Messaging Platform Questionnaire

Business / Exec Public Profile

Client Needs Audit

CNA: AI & Automation Audit

CNA: Branding & Creative Audit

CNA: Email Automation & CRM Audit

CNA: Next Steps

CNA: Paid Media Audit

CNA: Print, Promo & Procurement Audit

CNA: Video Audit

CNA: Website Audit

Email Automation / CRM Intake Form

Employee Bio Intake Form

Friends First Survey

Getting to Know Your Business

LinkedIn Campaign

Logo Design Intake Form

Media Buying Intake Form

Nonprofit Client Needs Audit

PR: Company Merger / Acquisition

PR: Company Milestone

PR: Event Announcement

PR: Fundraising Announcement

PR: Hiring an Executive

PR: Identifying a Trend

PR: Major Customer Acquisition

PR: New Partnership

PR: New Product or Service Announcement

PR: Partnering with a Non-Profit

PR: Winning an Award

Public Relations Intake Form

SEO Client Questionnaire

Social Media Intake Form

Target Lead Form

Top 10 Current Customers

Vendor Intake First Step

Videography Intake Form

Web Maintenance Plan Intake Form

Website Intake Form

You are here »

Ready to get started?

Your success begins with a Client Needs Audit.

Gain the insights you need to make informed marketing decisions and achieve your business goals. We'll audit all aspects of your current marketing, giving you a clear roadmap of where and how to get the most from your marketing spend.