Qualify every marketing and creative lead before you take the first
From branding and web design to paid advertising and content marketing, Cliont's intake tools help creative and marketing businesses capture project scope, budget range, and timeline before a strategy call, so proposals only go out to leads worth the effort.
Browse every marketing and creative intake template
Each category ships ready-to-embed, job-specific intakes — open any to try the exact experience your leads complete.
Print and Signage
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Web Design and Development
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Content Marketing
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Branding and Design
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Paid Advertising
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Search Engine Optimization
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Reputation Management
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Public Relations
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Video and Photography
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Email and CRM Marketing
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Social Media Marketing
View intakes →Information marketing and creative teams need before dispatch
Across every marketing and creative service, Cliont intakes are built to capture:
- Types Materials Printed
- How Many Total Pieces
- Already Have Print-Ready Artwork
- Also Design Services These
- Printed Materials
- This One-Time Print Order
- Would Prefer Receive Finished
- Many Vehicles Wrapped
- Wrap Coverage Want
- Already Have Finished Artwork
How marketing and creative lead scoring works
Every answer across every marketing and creative intake is weighted automatically.
Value signals
- Already Have Print-Ready Artwork: yes
- As soon as possible
- Within 2 weeks
- Within 1 month
- Just exploring options
- One vehicle
Urgency signals
- Immediately
- Bug fixes or broken features
- Website Experiencing Urgent Issue
- Proactively improving inclusivity
- Content download or opt-in
- Yes, but no active campaigns
Route leads by service, area, urgency, and value
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
Marketing and Creative lead-intake FAQs
What kinds of marketing and creative businesses use Cliont?
Agencies, freelancers, and studios offering services like branding and design, web design and development, content marketing, paid advertising, and print and signage use Cliont's intake tools to qualify inbound project inquiries before booking a strategy call.
Can Cliont qualify leads for organic search visibility work?
Yes, agencies offering search visibility services can use a guided intake to capture site type, current ranking goals, and budget before a strategy call, alongside every other service line under Marketing and Creative.
Does Cliont work for both project-based and retainer-based creative services?
Yes, the intake adapts to the sibling subservice selected, so a one-off branding project and an ongoing content marketing retainer each surface the fields relevant to scoping and budget.
How does intake differ across sibling services like public relations and reputation management?
Each subservice draws on its own qualification catalog, so a public relations inquiry and a reputation management inquiry ask different questions, but both route qualified leads into the same CRM once scored.
Can one business run intake for multiple service lines, like video and photography plus paid advertising?
Yes, a marketing and creative business can run a separate guided intake for each service line it offers, with leads from every subservice landing in the same CRM for follow-up.
Turn your marketing and creative traffic into signed clients
Give every visitor a guided, bilingual intake — and meet a scored, qualified lead before you pick up the phone.