Marketing Request Form Template
Simplify Your Marketing Requests with a Structured Approach
Managing marketing requests can be chaotic and time-consuming. This marketing request form template helps your team submit and track their requests efficiently, ensuring nothing slips through the cracks. You can enjoy clear communication across departments, streamlined approvals, and organized documentation, all while reducing bottlenecks in your workflow. Experience an easier way to handle marketing intake with this user-friendly design that complies with accessibility standards, so you can focus on executing excellent marketing strategies.
When to use this form
Use this form when teams need marketing support and you want clear scope, timing, and assets up front. It suits sales reps requesting a one-pager, product managers planning a feature launch, or event leads needing promo emails and social posts. You capture goals, audience, deliverables, and deadlines in one place, so your team can estimate effort and prioritize. For strategic context, attach or link a Marketing brief form. If work touches multiple teams or channels, pair it with a New project brief form to align owners and milestones. The result: fewer back-and-forths, faster approvals, and campaigns that launch on time.
Must Ask Marketing Request Questions
- What is the primary goal and how will you measure success?
This focuses the work and sets clear KPIs, so you build the right thing. It also ties the request to business impact and helps you prioritize.
- Who is the target audience and what action should they take?
Messaging, channels, and offers depend on who you are trying to reach and what you want them to do. Clear direction reduces rewrites and improves conversion.
- Which deliverables do you need and where will they be used?
Listing formats and placements prevents scope creep and surprises. If you need designed print or digital cards, route creative details through the Cards design request form.
- What is the timeline, including launch date and key milestones?
Dates help you plan workload, book reviews, and coordinate with other teams. Early milestones surface risks before they delay launch.
- What budget, stakeholders, and approvals are required?
Knowing spend limits and decision makers avoids last-minute blocks. It also ensures legal and brand checks happen on time.
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