Templates · Creative & Agency
Creative & Agency forms.
50 ready-made creative & agency forms. Open one to see every question, use it, and change anything before you publish.
- 50 templates
- Free to use on every plan
- Opens in the builder, ready to change
- 01One page · 27
- 02One question at a time · 22
- 03Chat · 1
From Creative & Agency
Creative Brief Intake — filled in.
One of the forms here, answered the way your respondents will, and landing as a row in your board.
01Opened from the link
02Answered, question by question
03Sent
04A new row in your board
50 templates
Every creative & agency form.
Client or brand name*
Client or brand nameProject name*
Project namePrimary objective*
Choose oneCreative Brief Intake
Turn vague client asks into executable briefs — objectives, audience, deliverables, and logistics in one structured pass.
17 questionsOne question at a time
Full legal name*
Full legal nameWork email*
Work emailPhone number*
Phone numberFreelancer Onboarding
Collect everything you need before a freelancer’s first day — contact details, portfolio, rates, and contract paperwork.
18 questionsOne question at a time
Your name*
Your nameWork email*
Work emailClient or project*
Client or projectAsset Request
Let team members request logos, templates, or source files from the studio — with urgency, format, and usage context built in.
10 questionsOne page
Your name*
Your nameEmail address*
Email addressProject name*
Project nameClient Feedback
Collect structured feedback on a creative deliverable — clear ratings, specific notes, and approval status in one pass.
10 questionsOne page
Requested by*
Requested byDate of request*
Pick a dateProject name*
Project nameScope Change Request
Document out-of-scope client asks before they become unpaid work — impact on budget, timeline, and deliverables.
12 questionsOne page
Brand name*
Brand nameYour name*
Your nameYour email*
Your emailBrand Guidelines Submission
Collect a client’s brand book, logo files, color specs, and voice guidelines before creative work begins.
16 questionsOne question at a time
Concept title*
Concept titlePresented by*
Presented byClient*
ClientCampaign Concept Pitch
Capture a campaign concept pitch — big idea, audience insight, channel plan, and supporting rationale for client review.
17 questionsOne question at a time
Requested by*
Requested byYour email*
Your emailProject name*
Project nameDesign Revision Request
Internal revision requests from account or strategy teams — specific changes, priority, and round tracking.
10 questionsOne page
Project name*
Project nameLead producer*
Lead producerProducer email*
Producer emailProduction Schedule Intake
Plan a production timeline — shoot dates, post milestones, deliverables, and crew needs in one structured intake.
17 questionsOne question at a time
Your name*
Your nameEmail address*
Email addressClient or brand*
Client or brandRights/Licensing Inquiry
Clarify usage rights before assets go live — territory, duration, media, and exclusivity in one structured inquiry.
14 questionsOne page
Your name*
Your nameEmail address*
Email addressPhone number*
Phone numberVideo Shoot Booking
Book a production day — shoot type, location, crew needs, and a prep slot so nothing gets missed on set.
12 questionsOne page
Project name*
Project nameYour name*
Your nameEmail*
EmailPhotography Brief
Capture everything a photographer needs before the shoot — subject, mood, shot list, and delivery specs in three pages.
16 questionsOne question at a time
Your name*
Your nameEmail*
EmailProject or campaign name*
Project or campaign nameCopywriting Request
Turn a vague writing ask into a brief your copy team can execute — audience, tone, format, and word counts included.
12 questionsOne page
Campaign or content batch name*
Campaign or content batch nameYour email*
Your emailContent pillar*
Choose oneSocial Media Content Brief
Brief your social team on a content batch — platforms, formats, hooks, and approval workflow in one place.
12 questionsOne page
Your name*
Your nameEmail*
EmailPhone (optional)
Phone (optional)Influencer Collaboration Intake
Vet creator partnerships upfront — audience fit, deliverables, rates, and usage rights before contracts go out.
14 questionsOne page
Your name*
Your nameEmail address*
Email addressTitle or creative role*
Title or creative rolePodcast Guest Application
Find compelling creative guests — pitch, portfolio, and a voice sample so producers can hear you before booking.
11 questionsOne page
Your name*
Your nameEmail*
EmailPhone (optional)
Phone (optional)Creative Portfolio Submission
Collect portfolio submissions from freelancers and studios — discipline, work samples, availability, and day rates in one intake.
14 questionsOne page
Company or brand name*
Company or brand nameWebsite
WebsiteWhat does your brand do?*
Client Onboarding Questionnaire
Onboard a new creative client — brand assets, stakeholders, goals, and communication preferences before kickoff.
17 questionsOne question at a time
Project name*
Project nameYour name*
Your nameEmail*
EmailMood Board Submission
Collect visual direction from clients or collaborators — images, color palette, typography feel, and reference links in one submission.
12 questionsOne page
Your name*
Your nameEmail*
EmailPhone
PhoneCreative Retainer Signup
Sign clients onto a monthly creative retainer — pick a tier, define scope, and agree to terms before work begins.
12 questionsOne page
Client / brand name*
Client / brand nameProject name*
Project nameProof version*
Proof versionProof Approval Form
Get structured client sign-off on creative proofs — version, assets, approval status, and revision notes in one pass.
13 questionsOne question at a time
Your name*
Your nameProject / brief reference*
Project / brief referenceRank the concepts (best at top)*
Option oneOption twoCreative Concept Vote
Let stakeholders rank or rate creative concepts — structured feedback that picks a direction without endless email threads.
9 questionsOne page
Full legal name*
Full legal nameEmail address*
Email addressPhone number*
Phone numberTalent Release Form
Collect signed release from on-camera talent — identity, usage rights, compensation type, and legal consent for photo and video shoots.
14 questionsOne question at a time
Your name*
Your nameProject name*
Project nameShoot type*
Choose oneLocation Scouting Request
Brief the locations team on what you need — vibe, logistics, budget band, dates, and reference imagery for photo or film shoots.
12 questionsOne page
Requested by*
Requested byProduction title*
Production titleShoot date*
Pick a dateProps & Wardrobe Request
Request props, wardrobe, and set dressing for a shoot — item list, sizes, sourcing preference, and delivery deadline.
12 questionsOne page
Your name*
Your nameWeek starting*
Pick a dateClient / project*
Choose oneCreative Timesheet
Log creative hours by project and discipline — design, copy, motion, and strategy — with billable flags for client reporting.
10 questionsOne page
Your name*
Your nameJob title*
Job titleCompany name*
Company nameClient Testimonial Request
Collect a polished client quote — draft text, permission to publish, headshot, and where you may use it.
12 questionsOne page
Campaign / project name*
Campaign / project nameClient name*
Client nameCampaign launch month*
Pick a monthAward Submission Intake
Gather everything needed for an award entry — campaign details, credits, assets, case study link, and category fit.
14 questionsOne question at a time
Your name*
Your nameEmail address*
Email addressPhone number
Phone numberCreative Workshop Registration
Register for an agency-led creative workshop — session choice, experience level, dietary needs, and portfolio link for tailored feedback.
12 questionsOne page
Agency name*
Agency namePitch contact*
Pitch contactContact email*
Contact emailAgency RFP Response
Structured agency response to a client RFP — capabilities, team, relevant case studies, approach, timeline, and fee structure.
18 questionsOne question at a time
Company or brand name*
Company or brand namePrimary contact*
Primary contactWork email*
Work emailBrand Audit Request
Clients kick off a brand audit in one pass — current state, pain points, competitors, and the assets your strategists need before the first workshop.
17 questionsOne question at a time
Full name*
Full nameEmail address*
Email addressMobile number*
Mobile numberUX Research Participant Signup
Recruit and screen participants for moderated or unmoderated studies — consent, availability, and fit criteria in one form.
14 questionsOne question at a time
Your name (optional)
Your name (optional)Your discipline*
Choose oneWhich role?
Which role?Creative Sprint Retrospective
Async retro for creative teams — what landed with clients, what dragged in production, and how the sprint actually felt before the group debrief.
10 questionsOne page
Project name*
Project namePresentation date*
Pick a dateYour name*
Your nameClient Presentation Feedback
Capture structured client reactions right after a concept presentation — preferred direction, concerns, and what happens next.
11 questionsOne page
Campaign name*
Campaign nameClient / brand*
Client / brandAccount lead*
Account leadMedia Buy Authorization
Client sign-off on planned media spend — channels, flight dates, budget breakdown, and an authorized signature before anything goes live.
15 questionsOne question at a time
Project name*
Project nameDelivery date*
Pick a dateDelivered by*
Delivered byCreative Asset Handoff
Formal delivery of final creative assets — file manifest, usage rights, and client acknowledgment that everything listed has been received.
15 questionsOne question at a time
Project name*
Project nameSubcontractor / vendor name*
Subcontractor / vendor nameVendor email*
Vendor emailSubcontractor Creative Brief
Scope work for a freelance illustrator, motion designer, or production partner — deliverables, specs, timeline, and fee before they start.
17 questionsOne question at a time
Campaign name*
Campaign nameCampaign period*
Start – endDebrief prepared by*
Debrief prepared byCampaign Performance Debrief
Structured post-campaign review — KPIs against targets, what worked, what did not, and recommendations for the next flight.
17 questionsOne question at a time
Full name*
Full nameEmail address*
Email addressPhone number*
Phone numberCreative Internship Application
Structured application for creative agency interns — portfolio, discipline preference, availability, and motivation in three pages.
16 questionsOne question at a time
Your name*
Your nameEmail*
EmailPhone*
PhoneStudio Rental Booking
Book a photo or video studio — date, duration, equipment needs, headcount, and terms before the shoot day.
16 questionsOne question at a time
Your name*
Your nameWork email*
Work emailPhone (optional)
Phone (optional)Creative Director Consultation
Book a strategy session with the creative director — share context, goals, and timing so the conversation starts sharp.
9 questionsOne page
Product name*
Product nameProduct category*
Choose onePackaging formats needed*
Option oneOption twoPackaging Design Brief
Capture everything the packaging team needs — product specs, shelf context, regulatory notes, and deliverable formats.
15 questionsOne question at a time
Project / spot name*
Project / spot nameAnimation style*
Choose oneTarget runtime*
Hours and minutesAnimation Storyboard Intake
Kick off an animated piece — script, style references, scene breakdown, and delivery specs in one intake.
12 questionsOne question at a time
License or contract reference*
License or contract referenceAsset or campaign name*
Asset or campaign nameLicense holder contact*
License holder contactCreative Licensing Renewal
Renew usage rights on licensed creative assets — confirm scope, territories, and term before the license expires.
10 questionsOne page
Your company name*
Your company nameYour role*
Choose oneOur brand message is clear to our target audience*
Strongly disagreeDisagreeNeutralAgreeStrongly agreeClient Brand Survey
Check how clients perceive their brand health and your partnership — structured enough to trend quarter over quarter.
8 questionsChat
Your discipline*
Choose oneTime with the studio*
Choose oneHow manageable is your current workload?*
Creative Team Feedback
Anonymous pulse on workload, creative quality, and collaboration — so leads can spot friction before it burns people out.
8 questionsOne page
Your name*
Your nameYour email*
Your emailPitch / opportunity name*
Pitch / opportunity namePitch Deck Review Request
Route a pitch deck for internal review — deadline, audience, and the specific lenses you need feedback through.
9 questionsOne page
Your name*
Your nameWork email*
Work emailProject / job code*
Project / job codeCreative Expense Report
Submit project-related expenses with line items and receipts — tied to a job code for clean client billing or internal P&L.
10 questionsOne page
Your name*
Your nameYour email*
Your emailWho are you referring?*
Who are you referring?Agency Referral Program
Clients and partners refer new business — with consent captured and attribution for referral rewards.
9 questionsOne page
Project name*
Project nameClient name*
Client nameCloseout date*
Pick a dateCreative Project Closeout
Wrap a creative engagement — confirm final deliverables, asset handoff, licensing, and client acceptance.
13 questionsOne question at a time
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