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📣 Marketing & Lead Gen

Free Marketing Request Form

One intake queue for every internal marketing ask — request type, deadline, audience, existing assets, budget and approver — so the team triages from complete briefs instead of chasing detail through chat.

~4 min to submit
Routed by type
Asset upload
Live Preview

Quick answer

A marketing request form captures, in one submission, what a marketing team needs to schedule work: request type and quantity, the business event driving the date, target audience and channel, assets and brand guidance already available, budget and approver, and how success will be judged. Publishing one link and refusing to work from incomplete briefs is what converts an interrupt-driven team into a triaged queue.

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About this template

Marketing teams rarely fail on capacity — they fail on rework caused by starting before the brief existed. "Need a landing page by Friday" turns into three days of questions: who is it for, what happens Friday, who signs it off, does the brand guide exist, is there budget for photography. This form asks all of it up front and adds the one field teams forget: the business event behind the deadline. That single question is what makes a priority argument negotiable instead of personal.

For external requests — a brand asking an agency to scope a campaign — use the Campaign Brief Request instead; for a prospect choosing a service tier, use the Service Package Selector. Keep this one internal: sales collateral, event material, content asks, design work and paid-test requests, all landing in one triaged queue.

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Live Preview

Sample form preview (fillable once the app is published).

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Fill it in to see how responses flow.
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What's Included

Everything needed to schedule work without a follow-up.

1

Request type routing

Design, content, paid, events or sales enablement — one queue each.

2

Deadline with a reason

The date plus the business event that makes it real.

3

Audience & channel

Who it is for and where it will run, before anything is designed.

4

Assets, budget, approver

Upload what exists, state what is funded and who signs off.

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How It Works

Three steps to a triaged queue.

1

Copy template

One-click import into your FormLM workspace — free.

2

Match your request types

Rename options to the queues your team actually runs.

3

Publish one link

Pin it in the team channel and retire the informal front door.

4

Triage weekly

Review once a week and answer only from complete submissions.

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Who Is This For

Pick your role — see how it fits your workflow.

1

In-house marketing teams

Stop absorbing interruptions; queue, estimate and publish a service level.

2

Sales enablement leads

Get deal context with every collateral request instead of guessing.

3

Design & content studios

Receive briefs that are complete enough to price and schedule.

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Key Features

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Sample Questions Inside

A preview of real fields — trim the optional ones to keep submission under four minutes.

  1. What are you requesting? (design / content / paid campaign / event material / sales collateral)
  2. How many assets, and in what formats and sizes? (open)
  3. When must it be live, and what happens that day? (date + open)
  4. Who is the audience and where will this run? (open)
  5. What already exists — brief, brand guide, copy, imagery? (upload + choice)
  6. Is there budget for photography, translation or media? (choice + number)
  7. Who approves it, and how many rounds of review are included? (open)
  8. How will you know this worked? (open)
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Frequently Asked Questions

What is a marketing request form for?
An internal intake form that captures everything the marketing team needs before it can schedule work: what is requested, who it is for, when it must be live, what already exists, who approves and what budget covers it. It replaces ad-hoc asks arriving by chat, email and corridor conversation.
Why does our marketing team keep missing deadlines?
Usually because requests arrive incomplete and the gaps are discovered mid-work. Requiring the launch date, the approver and the existing assets converts "we need a page by Friday" into a schedulable brief — and exposes impossible deadlines on day one rather than day four.
Should intake forms distinguish urgent from important?
Yes, with a defined escalation path rather than a free-text "urgent". Allocate one or two priority slots per week that requesters must justify with the revenue or launch dependency behind them; without that rule, everything becomes urgent and the queue loses its signal.
How is this different from a campaign brief?
A campaign brief goes deep on one campaign's goals, audience and channels, often from an external client. This is the front door for every internal ask — an asset, a webinar, a stand, a paid test — each routed to the right queue with enough detail to estimate.
Can sales use the same form?
That is usually the point. A sales-facing version is what stops marketing becoming an informal print shop: collateral requests arrive with deal context, audience and deadline, and are queued against everything else.
Is it free?
Yes. One click copies the form into your FormLM workspace at no cost — rename the fields to match your team structure.

Turn interrupt requests into a queue

Complete briefs, stated deadlines, one link — free.