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Marketing
Top templates for marketing firms.
Fast, easy, and secure content management tool for marketing agency and firms.
Marketing Questionnaire
Gather content and complete initial discovery process of your new clients, their customer personas, and marketing efforts.
Blog Post
Collect all necessary content and specifications for the piece of content you're going to be managing or posting on behalf of your client.
Blog Post Writing Request
Collect all of the necessary content and specifications for the piece(s) of content you're going to be creating for your client.
Content Marketing Strategy
Define your client's marketing strategy to create consistent content, define their audience, and provide value from the get-go.
Marketing Client Onboarding
Onboard your clients by collecting basic information and documentation required to begin your partnership.
SEO Questionnaire
Ask a series of onboarding questions from your clients to begin your SEO partnership and collect website content.
Social Media Campaign
Ask a series of onboarding questions to define your client's goals, content needs, and audiences.
Social Media Questionnaire
Ask a series of onboarding questions to get an understanding of their overall brand, goals, audience, and requirements.
Other categories.
General
Accounting
Design
Legal
Financing
Client Onboarding
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yours.
Tailor your template's questions and branding.
Make it uniquely yours
with customizable options.
Offer an A+
experience.
Client-friendly
portals that auto-save without login.
Leave a lasting impression
on your clients.
Collect with
ease.
As intuitive as Google
Forms. Creating requests is simple, fast, and easy with our drag-and-drop editor.
Get started with a ready-made template or customize it to make it yours.
Simplify your process of gathering content from clients with itemized checklists and automatic follow-ups.
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