Agency client intake Google Sheet template
Collect new client requests, scope, and budget in one structured sheet. Built for agencies managing multiple service lines and onboarding pipelines.
Best for: Agencies & Services
Why teams love this template
This template brings together marketing, creative, and finance data in one place so agency teams can prioritise deals and kick off onboarding tasks immediately.
Service line segmentation
Automatically routes submissions to tabs per service line (Paid Media, SEO, Creative).
Budget & retainer tracking
Built-in formulas project monthly retainers and one-off project values.
Onboarding checklist
Each row links to a prebuilt onboarding checklist for your project management tool.
Sheet structure
Client
- Company Name
- Primary Contact
- Phone
Opportunity
- Service Line
- Budget
- Start Date
- Urgency
Attribution
- Referral Source
- UTM Campaign
- UTM Medium
- Notes
Sample rows
Preview how data lands in Google Sheets.
| Company Name | Primary Contact | Phone | Service Line | Budget | Start Date | Urgency | Referral Source | UTM Campaign | UTM Medium | Notes | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PixelCraft Studio | Leah Singh | leah@pixelcraft.studio | +1 415-555-0101 | Paid Media | $8,500/mo | 2025-01-15 | High | Existing client | agency-intake | referral | Needs audits for Meta + Google within 2 weeks |
| Harbor Events | Gina Miller | gina@harbor.events | +1 206-555-0155 | Event Production | $35,000 project | 2025-02-01 | Medium | Google Ads | services-seattle | cpc | Needs hybrid conference support |
Optimisation ideas
- 1
Automate proposal creation
Trigger a Docs template with scoped services when status moves to Qualified.
- 2
Integrate with invoicing
Send new signed clients to QuickBooks via Zapier or Make using sheet triggers.
- 3
Track utilisation
Use the Utilisation tab to map retainers to available team hours.
FAQs
- Can I adjust service line tabs?
- Yes. Add or remove service lines and the data validation lists update automatically.
- How do I collaborate with clients?
- Keep the intake form on your site and share view-only dashboards or client-specific tabs as needed.
- Does this template support e-signature?
- Use the “Proposal sent” column to trigger your preferred e-signature tool once scope is approved.