Marketing Request Form Template

A marketing request form is an internal intake tool that standardizes how other departments or stakeholders ask the marketing team for work. It captures the project type, goals, audience, timeline, and any assets or context needed, ensuring every request arrives with enough information to start executing.

It eliminates the guesswork. Instead of your team piecing together a brief from three Slack threads and a voicemail, every request arrives with the same structured information. This reduces back-and-forth by up to 50%, helps with prioritization, and gives your team a clear queue of work instead of a pile of vague asks.

A marketing request form typically includes: 

• Requester's name, department, and role
• Type of request (email campaign, design asset, content piece, event support, etc.)
• Target audience and key messaging or talking points
• Desired deliverables and format specifications
• Deadline and any hard dates (event, launch, board meeting)
• How success will be measured (leads generated, downloads, attendance, etc.)

Add a field that asks requesters to indicate urgency and tie it to a business impact statement. When you can see "this supports a product launch on April 15" versus "nice to have for next quarter," prioritization becomes data-driven rather than political. Routing high-priority requests to a specific Slack channel through integrations also helps your team triage faster.

Yes. You can adapt it for external partners by adjusting the fields — include sections for brand guidelines, asset libraries, and approval workflows. Share the form link directly with your agency contacts so every brief follows the same format, regardless of whether the work is done in-house or outsourced.