Let teams request marketing support. Captures the request type and objective, audience and messaging, deliverables and channels, timeline and budget, assets and approvals.
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Requester full name
Requester email
Requester role/title
Department/Team
Best contact method (email/Slack) and handle
Project/Campaign name
Request type
What are you requesting? (Brief description)
Business objective (primary)
Success metrics / KPIs (how will we measure success?)
Priority
Target audience (select all that apply)
Audience details (industry, persona, segment, geography, account list, etc.)
Key message/value proposition (what must be communicated?)
Call to action (CTA)
Requested deliverables (select all that apply)
Channels to use (select all that apply)
Copy/creative requirements (tone, length, must-include items, examples/links)
Required brand/compliance notes (claims, disclaimers, approvals needed)
Requested kickoff/start date
Desired due date (first draft or final—specify in notes)
Is this deadline fixed?
Budget available for paid media or vendors?
Additional timing/budget notes (launch date, event date/time, dependencies)
Links to supporting assets (docs, copy, brand guidelines, creative files, folders)
Competitor/reference examples (links) or inspiration
Primary stakeholder/approver name
Primary stakeholder/approver email
Do you need Legal/Compliance review?
Anything else we should know?
Marketing Request Form
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