Industry

Marketing & Agencies form templates

Creative briefs, lead capture, testimonials, and NPS surveys for in-house marketers and agencies.

A Slack thread that says “need a landing page by Friday” is not a brief. These templates take a creative brief, a lead, a testimonial, or an NPS score so the next person can work without a kickoff call.

39 ready-to-clone templates in this industry. Use a template to create an editable copy in your account.

Category

Popular

Contact & support

Marketing & Agencies · Retail & Sales

Simple contact form for general inquiries with name, email, and message fields.

Event Registration

Popular

Events

Hospitality & Travel · Marketing & Agencies

Professional event registration with attendee details, session (in-person/online), and dietary needs.

Webinar Signup

Events

Marketing & Agencies · Schools & Training

NPS Survey

Feedback

Marketing & Agencies

Measure loyalty with a 0–10 radio recommendation score and a follow-up comment.

Lead Gen / Quote Request

Popular

Sales

Marketing & Agencies · Retail & Sales

Qualify inbound leads with company details, budget, and project scope.

Newsletter Signup

Sales

Marketing & Agencies

A short list signup with name, email, and topic interests.

Partnership Inquiry

Contact & support

Marketing & Agencies

Qualify inbound partnership ideas with company fit, audience overlap, and a concrete next step.

Press & Media Inquiry

Contact & support

Marketing & Agencies

Collect journalist deadlines, outlet details, and interview asks so comms can reply on time.

Speaker Request

Contact & support

Marketing & Agencies · Schools & Training

Intake speaking invites with event date, audience size, format, and whether travel is covered.

Feature Request

Contact & support

IT & Operations · Marketing & Agencies

Collect product ideas with the job to be done, urgency, and who would use the feature.

Conference Session Proposal

Events

Marketing & Agencies

Collect CFP talks with track, format, abstract, and speaker context the program committee can score.

Meetup RSVP

Events

Marketing & Agencies

Take a real headcount for a casual meetup with attendance, seats, and a note for the host.

Workshop Registration

Events

Schools & Training · Marketing & Agencies

Trade Show Lead

Events

Marketing & Agencies · Retail & Sales

Capture booth conversations with company, interest, and how the visitor wants a follow-up.

Product Launch RSVP

Events

Marketing & Agencies

RSVP launch-night guests with company, product interest, and whether they are bringing a plus-one.

Vendor Booth Application

Events

Marketing & Agencies · Retail & Sales

Screen exhibitors with booth size, power needs, what they sell, and an optional insurance PDF.

Product Feedback

Feedback

Marketing & Agencies · Retail & Sales

Rate a shipped product surface with usage frequency and a keep-or-cut note — not a net-new idea.

Website Feedback

Feedback

Marketing & Agencies

Capture the page URL, the task a visitor was finishing, and what blocked them on the site.

App Review Prompt

Feedback

Marketing & Agencies

Ask for in-app experience and store-review intent by platform and build before you send anyone to a public listing.

Event Feedback

Feedback

Marketing & Agencies · Nonprofits

Rate a dated event with separate scores for the session and the logistics, plus which talk to keep.

Feature Satisfaction

Feedback

Marketing & Agencies

Score one named feature by how often it is used and what happens if you removed it.

Beta Feedback

Feedback

IT & Operations · Marketing & Agencies

Collect a ship-or-wait call on a named build, plus where the product still felt unfinished.

Podcast Listener Survey

Feedback

Marketing & Agencies

Learn how listeners found the show, what they finish, and which topics they want next.

Demo Request

Sales

Marketing & Agencies · Retail & Sales

Qualify a product walkthrough with company size, the job they need to see, and a preferred date.

Pricing Inquiry

Sales

Retail & Sales · Marketing & Agencies

Collect seat count, plan interest, and what needs a number so sales can quote without a fishing call.

Affiliate Signup

Sales

Marketing & Agencies

Screen affiliate applicants with audience size, channels they already use, and how they would promote you.

Contest Entry

Sales

Marketing & Agencies

Take a named contest entry with source, contact, and an explicit rules acknowledgment — no payment, no waiver.

RFP Intake

Sales

Marketing & Agencies

Intake a procurement packet with deadline, budget band, and a file upload for the actual brief.

Case Study Permission

Sales

Marketing & Agencies

Collect an approved quote, logo rules, and an authorized signature before a customer story goes live.

Photo Shoot Booking

Scheduling

Marketing & Agencies

Intake a shoot request with type, location, party size, and a date so the photographer can say yes or re-quote.

Studio Rental Request

Scheduling

Marketing & Agencies · Hospitality & Travel

Request a studio or production space with date, hours, intended use, and whether you need the house kit.

Sponsorship Request

Nonprofit

Nonprofits · Marketing & Agencies

Let a company request sponsor benefits with brand, budget band, and the program they want to be seen on.

User Interview Signup

Research

Marketing & Agencies

Recruit interview participants with role, product usage, timezone, and windows they can actually talk.

Usability Test Signup

Research

Marketing & Agencies

Recruit people for a task-based test with device, experience level, and whether they can share their screen.

Research Participant Panel

Research

Marketing & Agencies

Build a standing research panel with industry, role, products they use, and how often they are willing to hear from you.

Design Critique

Research

Marketing & Agencies

Collect a structured critique of a prototype — clarity, flow, and written notes — from people who just reviewed a file or URL.

Customer Advisory

Research

Marketing & Agencies

Let customers apply to an advisory board with tenure, product footprint, and the meeting cadence they can keep.

Creative Brief

Admin

Marketing & Agencies

Collect the audience, the deliverable, and the due date so a designer is not guessing from a Slack thread.

Customer Testimonial

Feedback

Marketing & Agencies

Collect a usable quote, a name, and permission to use it — not a review-site prompt.

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