--- title: "Marketing agency inquiry form: collect a useful brief" description: "Plan a marketing agency inquiry form around project goals, deliverables, timing, and approval contacts, with clear instructions and a tested reply route." canonical: "https://scalewithsearch.com/articles/marketing-agency-project-inquiry-form" --- ## Site navigation - [Scale With Search](https://scalewithsearch.com/) - Services - Services - [AI systems](https://scalewithsearch.com/ai-systems) - [Site build](https://scalewithsearch.com/work#site-build) - [Whole website fix](https://scalewithsearch.com/work#whole-website-fix) - [Content library with SEO](https://scalewithsearch.com/work#content-library) - [Working session](https://scalewithsearch.com/audit) - Start here - [Send your brief](https://scalewithsearch.com/work#send-your-brief) - [Example scope](https://scalewithsearch.com/work#review-the-example-scope) - [Prices and terms](https://scalewithsearch.com/work#prices-and-terms) - Industries - Real estate - [Real estate agents and teams](https://scalewithsearch.com/for/real-estate) - [Platforms, ownership, and IDX](https://scalewithsearch.com/for/real-estate/real-estate-website-platforms-ownership-idx) - [Search, content, and AI](https://scalewithsearch.com/for/real-estate/real-estate-search-content-ai) - [Inquiries, campaigns, and handoffs](https://scalewithsearch.com/for/real-estate/real-estate-website-inquiries-campaigns-handoffs) - [Buyer, seller, and local pages](https://scalewithsearch.com/for/real-estate/real-estate-buyer-seller-local-resources) - [Rules, privacy, and trust](https://scalewithsearch.com/for/real-estate/real-estate-website-rules-privacy-trust) - Browse by business - [Trades and home services](https://scalewithsearch.com/for/#group-trades) - [Health, wellness, and animal care](https://scalewithsearch.com/for/#group-practices) - [Law, finance, and IT](https://scalewithsearch.com/for/#group-professional) - [Marketing and SEO agencies](https://scalewithsearch.com/for/#group-agencies) - [Shops and manufacturers](https://scalewithsearch.com/for/#group-manufacturing) - [Restaurants, shops, studios, and nonprofits](https://scalewithsearch.com/for/#group-local-services) - Chiropractic practices - [Chiropractic and wellness practices](https://scalewithsearch.com/for/chiropractic-and-wellness-practices) - [Chiropractic and physical therapy clinics](https://scalewithsearch.com/for/chiropractic-and-physical-therapy-clinics) - [All industries](https://scalewithsearch.com/for/) - Resources - Free tools - [AI readiness check](https://scalewithsearch.com/check) - [Free tools](https://scalewithsearch.com/tools/) - [Free Starter Kit](https://scalewithsearch.com/kit/business-memory-starter-kit.zip) - Guides - [AI-native library](https://scalewithsearch.com/ai-native) - [Industry intelligence](https://scalewithsearch.com/intelligence) - [Office job guides](https://scalewithsearch.com/guides/) - [Business memory](https://scalewithsearch.com/articles/business-memory-for-ai-agents-guide) - [Agent governance](https://scalewithsearch.com/articles/ai-agent-governance-guide-small-business) - [Migration and ownership](https://scalewithsearch.com/articles/leaving-vendor-ai-memory-guide) - Articles - [All articles](https://scalewithsearch.com/articles/) - [What changed](https://scalewithsearch.com/changes/) - About - Evidence - [Proof](https://scalewithsearch.com/proof) - Scale With Search - [About](https://scalewithsearch.com/about) - [How it works](https://scalewithsearch.com/how-it-works) # Marketing agency inquiry form: collect a useful brief Build your marketing agency inquiry form around the first decision you need to make: can you evaluate this project for a written scope? Ask for enough context to make that decision and a reliable way to reply. Keep account access, private campaign files, and detailed discovery outside the public form. Invite a short project description before requesting a full handoff. The proposed brief below applies to the agency's own website. It does not describe a client campaign or a measured conversion result. ## Decide who the form is for Name the services and project types you take on the page above the form. State any approved engagement limits in plain language. Let a visitor identify whether their request belongs here. If you accept partnership inquiries, job applications, or existing-client requests, provide separately labeled destinations. Avoid making every visitor select a paid-service request just to reach the agency. Give one person responsibility for new project inquiries. Name a backup internally. Approve any public response expectation with both before displaying it. ## Ask questions connected to a scope decision Use this proposed field list as a starting point: | Question | Why include it in the brief? | | --- | --- | | What business is the work for? | Establish the intended organization | | What needs to change? | Capture the buyer's problem in their words | | What deliverable do you need? | Separate a known request from a request for advice | | What exists already? | Identify a public website or approved public example | | What timing matters? | Distinguish a desired date from a committed deadline | | Who reviews the scope? | Identify the decision contact without demanding a full staff list | | How should we reply? | Preserve a usable contact route | Make optional fields visibly optional. If you ask for a budget range, allow **Not decided yet** when that fits your sales process. Keep ranges consistent with your own approved offer. Avoid requiring a visitor to classify a problem with internal service terminology. Include a plain-text description and an uncertainty option. ## Keep instructions beside the relevant field W3C recommends descriptive labels associated with form controls. [W3C labeling guidance, checked 2026.10.22](https://www.w3.org/WAI/tutorials/forms/labels/). Label the organization and reply email separately. Explain whether a URL should be public. Tell visitors to omit passwords, access tokens, customer lists, and unpublished financial records. If files are unnecessary for the first decision, leave uploads out. Offer an approved later exchange for material needed during scoping. Do not imply that pasting an account link grants access or authorizes work. Use a submit label such as **Send project inquiry**. Avoid language that implies a purchase, booked appointment, or accepted engagement before those steps occur. ## Preserve uncertainty in the received brief Keep the original question and selected options together. Record the originating page and requested service when available. Do not silently replace an uncertain answer with a sales category. Ask the recipient to distinguish a request from an approved scope. An inquiry can state a desired date or budget without creating a delivery promise. Write the confirmation to match your process. Explain the next step you can support. Keep newsletter enrollment separate from asking about a project. ## Test the whole request with the receiving person W3C recommends clear submission feedback, including errors and successful completion. [W3C form notifications, checked 2026.10.22](https://www.w3.org/WAI/tutorials/forms/notifications/). Arrange marked tests using details you control. Check a complete inquiry, an uncertain request, a missing required field, and a delivery failure with the builder. Inspect the actual received messages. Require the question, contact, timing, and originating service to arrive accurately. Confirm that optional fields remain optional on a phone. Use the keyboard to reach each field and submit control. Keep the website confirmation and received-message evidence separately. A usable form needs both a clear visitor experience and a working destination. ## Put the intake decision in the website brief Retain the approved fields, destination, public instructions, and acceptance results. Review them when your services or sales process change. The [marketing agency and freelancer page](/for/marketing-agencies-and-freelancers) connects project inquiries with the records behind delivery. Bring Scale With Search your public service descriptions and first-contact requirements for a [written website scope](/work). Continue the website review: [Agency AI rules: data, approvals, and spend](/articles/agency-ai-rules-data-approvals-spend); [Anonymous agency case studies: show the evidence](/articles/agency-anonymous-case-study-website); [Embed Behance work on your agency website](/articles/agency-behance-portfolio-embed); [Clutch review widgets for an agency website](/articles/agency-clutch-review-widget); [Figma prototype embeds on an agency website](/articles/agency-figma-prototype-embed); [Google Partner badge on an agency website](/articles/agency-google-partner-badge-website); [HubSpot directory referrals: check your agency website](/articles/agency-hubspot-directory-website-handoff); [Squarespace file uploads for agency project briefs](/articles/agency-squarespace-file-upload-briefs); [AI-native agencies: the first functions to build](/articles/ai-native-agencies-first-functions); [Adobe Portfolio custom domains for freelancers](/articles/freelancer-adobe-portfolio-custom-domain); [Freelance project availability on your website](/articles/freelancer-project-availability-page); [Google reviews for an agency: ask without filtering](/articles/marketing-agency-google-review-requests). [marketing agencies and freelancers](/for/marketing-agencies-and-freelancers): website and search resources. ## Related: marketing agencies and freelancers - [Agency AI rules: data, approvals, and spend](/articles/agency-ai-rules-data-approvals-spend) - [Anonymous agency case studies: show the evidence](/articles/agency-anonymous-case-study-website) - [Embed Behance work on your agency website](/articles/agency-behance-portfolio-embed) ---- ```text .|########||. .|########||. .|########||. |##||. .||##|. |##||. .||##|. |##||. .||##|. |#|. .|#|. |#|. .|#|. |#|. .|#|. |#| |#| |#| |#| |#| |#| .#| |#. .#| |#. .#| |#. .#. .#| .#. .#| .#. .#| |#. .#| |#. .#| |#. .#| |# ...... #| |# ...... #| |# ...... #| .# ||#########| #| .# ||#########| #| .# ||#########| #| .#. |######||######|. .#. .#. |######||######|. .#. .#. |######||######|. .#. #. .##|###|##|#|######| .# #. .##|###|##|#|######| .# #. .##|###|##|#|######| .# || |##|#||||||||||||#||#| || || |##|#||||||||||||#||#| || || |##|#||||||||||||#||#| || # |#||||||||||||||||||||#| #. # |#||||||||||||||||||||#| #. # |#||||||||||||||||||||#| #. || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || # .#||||||||||||||||||||||||#| # # .#||||||||||||||||||||||||#| # # .#||||||||||||||||||||||||#| # || ....|||#||||||##|#|||#|#||##||||....|. || || ....|||#||||||##|#|||#|#||##||||....|. || || ....|||#||||||##|#|||#|#||##||||....|. || #. . ....|# ....#||| ||| .#||| ....#. .# #. . ....|# ....#||| ||| .#||| ....#. .# #. . ....|# ....#||| ||| .#||| ....#. .# # . ||||#| .#####|| . .#| .#||| ||||# #. # . ||||#| .#####|| . .#| .#||| ||||# #. # . ||||#| .#####|| . .#| .#||| ||||# #. .| ||||| #. |#|||||. || #. |#||. .||||| || .| ||||| #. |#|||||. || #. |#||. .||||| || .| ||||| #. |#|||||. || #. |#||. .||||| || || |.... #. ....|#. |. ...|. ....|| || || |.... #. ....|#. |. ...|. ....|| || || |.... #. ....|#. |. ...|. ....|| || #. .||||||##||||||##||####|||||||#||||||#| .# #. .||||||##||||||##||####|||||||#||||||#| .# #. .||||||##||||||##||####|||||||#||||||#| .# # .||####|###########################|. # # .||####|###########################|. # # .||####|###########################|. # # .#||||||.#.|| # |. ..# #| #|||||#| # # .#||||||.#.|| # |. ..# #| #|||||#| # # .#||||||.#.|| # |. ..# #| #|||||#| # # .#|||||| .. |# ## |#| ...#|#|||#| # # .#|||||| .. |# ## |#| ...#|#|||#| # # .#|||||| .. |# ## |#| ...#|#|||#| # # .#|||#|# .# .#| #| ##|.#..#|||||#| # # .#|||#|# .# .#| #| ##|.#..#|||||#| # # .#|||#|# .# .#| #| ##|.#..#|||||#| # # .#||||||############|######|||||#| # # .#||||||############|######|||||#| # # .#||||||############|######|||||#| # # |...||#||||||#||||#|#||||||#|||||#||| |.| # # |...||#||||||#||||#|#||||||#|||||#||| |.| # # |...||#||||||#||||#|#||||||#|||||#||| |.| # #. .. ||||# .|||##|. |#| .|| || .|||#. #| # .# #. .. ||||# .|||##|. |#| .|| || .|||#. #| # .# #. .. ||||# .|||##|. |#| .|| || .|||#. #| # .# || | ...|| ...##| | #| .|. |. ##### .. .| || || | ...|| ...##| | #| .|. |. ##### .. .| || || | ...|| ...##| | #| .|. |. ##### .. .| || || ||||| || ||||#| . |. |. |#. ||||| |#| || || || ||||| || ||||#| . |. |. |#. ||||| |#| || || || ||||| || ||||#| . |. |. |#. ||||| |#| || || .# |.....#|....|#.||||.|||##.|#|....||.#||.#. #. .# |.....#|....|#.||||.|||##.|#|....||.#||.#. #. .# |.....#|....|#.||||.|||##.|#|....||.#||.#. #. #.|||||||#############################| ||| .# #.|||||||#############################| ||| .# #.|||||||#############################| ||| .# || ##||#||#||||||#||#||#||#||##. || || ##||#||#||||||#||#||#||#||##. || || ##||#||#||||||#||#||#||#||##. || # .#|||||||||#||#|||||||||||#| # # .#|||||||||#||#|||||||||||#| # # .#|||||||||#||#|||||||||||#| # || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || .# |#||||||||||||||||||||#| #. .# |#||||||||||||||||||||#| #. .# |#||||||||||||||||||||#| #. || |#||||||||||||||||||#| || || |#||||||||||||||||||#| || || |#||||||||||||||||||#| || #. .######|#|#########| .# #. .######|#|#########| .# #. .######|#|#########| .# .#. |#####||||#####| .#. .#. |#####||||#####| .#. .#. |#####||||#####| .#. |# ||########|| #. |# ||########|| #. |# ||########|| #. |# ...... #| |# ...... #| |# ...... #| |#. .#| |#. .#| |#. .#| |#. .#. |#. .#. |#. .#. .#| |#. .#| |#. .#| |#. |#| |#| |#| |#| |#| |#| .|#|. .|#|. .|#|. .|#|. .|#|. .|#|. |##||. .||##| |##||. .||##| |##||. .||##| .||########||. .||########||. .||########||. Scale With Search 2026 [scalewithsearch.com](https://scalewithsearch.com) ```