Free Marketing Budget & Goals Intake
Capture spend range, allocated channels, KPIs and success thresholds before planning — a media budget intake that ends guesswork in the first strategy meeting.
Quick answer
Complete this intake before the first strategy meeting to capture spend range, allocated channels, KPIs and success thresholds, so the plan starts from real numbers. Treat the figures as planning inputs and revisit them against actuals every cycle.
About this template
Strategy meetings derail when the client's real numbers surface late. This intake pins down total budget, existing channel split, CPL/CPA/ROAS targets and internal approval owner before the first plan is drafted — so recommendations are built on arithmetic, not assumptions.
Live Preview
Sample form preview (fillable once the app is published).
What's Included
Everything you need to run this intake.
Budget band fields
Total period spend with existing channel split.
KPI + thresholds
CPL, CPA, ROAS with the acceptable range.
Owner + approver
Who signs off on reallocation and reporting cadence.
Exportable
Answers drop straight into your planning doc.
How It Works
From copy to deliverable in four steps.
Copy template
One-click import into your FormLM workspace — free.
Match KPI names
Swap in the metrics your team reports on.
Send to client
Ask them to fill it before the planning call.
Plan with numbers
Design the media plan around the actual figures.
Who Is This For
Pick your role — see how it fits your workflow.
Media planners
Build plans on client-supplied numbers, not assumptions.
Performance leads
Anchor CPL/CPA expectations up front.
Account managers
Pre-empt the "we can't hit that with this budget" moment.
Key Features
What makes this template work as a professional deliverable.
- Total period budget with channel split
- KPI targets with acceptable range
- Current baseline metrics
- Internal approver identification
- Reporting cadence
- Exportable to planning docs
- Free to copy, customize and rebrand
Sample Questions Inside
A preview of collected fields — customize to your KPI stack.
- Total monthly or quarterly budget
- Current split by channel
- Target CPL / CPA / ROAS with acceptable range
- Baseline metrics from the last period
- Which channels you'd reallocate from if forced
- Who approves budget shifts internally
- Reporting cadence you need