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

Apollo & Copilot Outreach Tool

Approval & Feedback Form

Automation Audit Form

Automation Audit Questionnaire

Automation Project Deep Dive

Bio Intake

Brand Messaging Platform Questionnaire

Business / Exec Public Profile

Client Needs Audit

CNA: Next Steps

Creative Audit

Email Automation / CRM Intake Form

Email Automation & CRM Audit

Employee Bio Intake Form

Friends First Survey

Getting to Know Your Business

LinkedIn Campaign

Logo Design Intake Form

Maintenance Plan Intake Form

Media Buying Intake Form

Nonprofit Client Needs Audit

Paid Media 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

Print, Promo & Procurement Audit

Public Relations Intake Form

SEO Client Questionnaire

Social Media Intake Form

Target Lead Form

Top 10 Current Customers

Vendor Intake First Step

Video Audit

Video Proposal Intake

Videography Intake Form

Website Audit

Website Intake Form

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