AGM Client Intake Form
Fill out after your client meeting — hit Generate at the bottom to produce a strategy brief for the creative team.
01 — Sales rep & meeting info
02 — Client basics
03 — Business overview
04 — Their goals
05 — Current marketing situation
Yes
No
Yes but bad
Yes, actively
Inconsistently
Not really
Yes
No
Tried, stopped
Yes
Yes, inactive
No
Good assets
Some / outdated
Starting from scratch
Yes
No
In-house only
06 — Budget & attitude
Very much so
Somewhat
Not their focus
07 — AGM ecosystem fit
Yes, strong fit
Possible
No / not local
Yes, strong fit
Possible
No / not local
Yes
Maybe
No