CREATIVE AGENCY · CONTACT FORM TEMPLATE

Marketing Agency Discovery Form

Marketing inquiries pour in — most are tire-kickers. The discovery form qualifies on monthly ad budget, current channels, and KPIs before the strategy call gets booked.

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form.htmlhtml51 lines

01<form action="https://splitforms.com/api/submit" method="POST">
02  <input type="hidden" name="access_key" value="YOUR_ACCESS_KEY">
03  <input type="hidden" name="subject" value="New marketing inquiry">
04 
05  <label for="name">Full name *</label>
06  <input id="name" type="text" name="name" placeholder="Hans Becker" required>
07  <label for="email">Work email *</label>
08  <input id="email" type="email" name="email" placeholder="hans@company.com" required>
09  <label for="company">Company *</label>
10  <input id="company" type="text" name="company" placeholder="Kraft GmbH" required>
11  <label for="size">Company size *</label>
12  <select id="size" name="size" required>
13    <option value="">Choose…</option>
14    <option>Solo / freelancer</option>
15    <option>2–10</option>
16    <option>11–50</option>
17    <option>51–250</option>
18    <option>250+</option>
19  </select>
20  <label for="channels">Channels of interest *</label>
21  <select id="channels" name="channels" required>
22    <option value="">Choose…</option>
23    <option>SEO</option>
24    <option>Paid (Google / Meta)</option>
25    <option>Content / blog</option>
26    <option>Email</option>
27    <option>Social / brand</option>
28    <option>PR</option>
29    <option>Multi-channel</option>
30  </select>
31  <label for="budget">Monthly budget *</label>
32  <select id="budget" name="budget" required>
33    <option value="">Choose…</option>
34    <option>&lt; $5k</option>
35    <option>$5k–$15k</option>
36    <option>$15k–$50k</option>
37    <option>$50k+</option>
38    <option>Not sure yet</option>
39  </select>
40  <label for="goals">Goals *</label>
41  <textarea id="goals" name="goals" placeholder="Pipeline, signups, demos, revenue target — be specific." required></textarea>
42 
43  <!-- honeypot — bots fill every field -->
44  <input type="checkbox" name="botcheck" style="display:none" tabindex="-1" autocomplete="off">
45 
46  <button type="submit">Send</button>
47</form>
48 
49<p style="margin-top:12px;font-size:11px;color:#888;text-align:right">
50  Powered by <a href="https://splitforms.com" style="color:#888;text-decoration:none" target="_blank" rel="noopener">splitforms</a>
51</p>

1,000

submissions / mo, free

fields, ready to ship

code outputs

60s

from copy to inbox

Marketing Agency Discovery Form — example splitforms template with submissions inbox

§ 01Why it mattersthe qualifying-fields argument

Marketing agencies sell retainers — $3-30k/month for SEO, PPC, content, full-service growth. The discovery call decides retainer fit, but unqualified inquiries flood every form on the internet. The multi-step discovery form filters in stages: services interested in, current monthly ad spend, current channels, KPIs that matter, monthly budget for agency fees. Each step drops the obvious mismatches. Agencies that switch from a generic 'contact us' to a multi-step discovery form report 70% drop in discovery calls and 2-3x close rate on the calls that do book — the prospect self-qualified the whole way through.

Multi-step (Typeform-style) · webhooks into HubSpot / Salesforce / Close.

✦ at a glance

→Marketing agency discovery call · 7 fields
→HTML, JS, React, PHP, cURL outputs
→One POST endpoint, no SDK
→Honeypot + classifier, no CAPTCHA

§ 02Live previewinteractive · sandboxed · no key required

See exactly what your visitors see — and you’ll receive.

Left: the rendered form, fully interactive in a sandboxed iframe. Right: the email and dashboard view that lands the moment a visitor submits.

preview · marketing-agency-contact-formlocalhost:3000

✦ what you’ll see in your inbox

Every submission becomes an email plus a dashboard row. The fields below are the exact payload your form will send. Reply-to is wired to the visitor’s email so hitting reply goes back to them.

dashboard · new submission14ms · 200 OK

SUBJECT · New marketing inquiry

Full name: Maya Iyer
Work email: maya@studio71.co
Company: Studio 71
Company size: Solo / freelancer
Channels of interest: SEO
Monthly budget: $650k — $850k
Goals: —

Iframe is sandboxed — submit doesn’t actually fire. Get your access key to wire it up live.

§ 03Three steps3 steps · ~60 seconds

Generate, embed, receive.

Three actions stand between you and your first lead. None of them require a backend, a database, or a CAPTCHA library.

STEP 01GENERATE

Multi-step discovery

Step 1: services (SEO / PPC / content / social / email / full-service). Step 2: current monthly ad spend. Step 3: KPIs and goals. Step 4: monthly retainer budget. Step 5: contact info.

Create your form

key=sk_live_••••••••

STEP 02EMBED

Filter on retainer budget

Retainer ranges ($1-3k / $3-7k / $7-15k / $15k+). Most agencies have a floor — leads below it get the courteous mismatch note plus a self-serve resources email instead of a discovery call.

snippethtml

<form action="https://splitforms.com/api/submit" method="POST">
  …
</form>

STEP 03RECEIVE

Send the strategy call link

Qualified leads get a Calendly link for a 30-min strategy call with a partner or growth lead. Auto-respond includes the agency's recent case-study deck so the prospect arrives prepared.

inbox · 1 newjust now

FROM contact@yoursite.com

New marketing inquiry

Maya Iyer maya@studio71.co

Loved your last open house in Hayes — looking for similar with parking. Pre-approved through Wells Fargo.

§ 04Copy & ship5 languages · same endpoint

Five outputs. One backend.

HTML by default. Click open the language you ship in — every variant POSTs to the same /api/submit endpoint.

01HTMLform.html51 lines

<form action="https://splitforms.com/api/submit" method="POST">
  <input type="hidden" name="access_key" value="YOUR_ACCESS_KEY">
  <input type="hidden" name="subject" value="New marketing inquiry">

  <label for="name">Full name *</label>
  <input id="name" type="text" name="name" placeholder="Hans Becker" required>
  <label for="email">Work email *</label>
  <input id="email" type="email" name="email" placeholder="hans@company.com" required>
  <label for="company">Company *</label>
  <input id="company" type="text" name="company" placeholder="Kraft GmbH" required>
  <label for="size">Company size *</label>
  <select id="size" name="size" required>
    <option value="">Choose…</option>
    <option>Solo / freelancer</option>
    <option>2–10</option>
    <option>11–50</option>
    <option>51–250</option>
    <option>250+</option>
  </select>
  <label for="channels">Channels of interest *</label>
  <select id="channels" name="channels" required>
    <option value="">Choose…</option>
    <option>SEO</option>
    <option>Paid (Google / Meta)</option>
    <option>Content / blog</option>
    <option>Email</option>
    <option>Social / brand</option>
    <option>PR</option>
    <option>Multi-channel</option>
  </select>
  <label for="budget">Monthly budget *</label>
  <select id="budget" name="budget" required>
    <option value="">Choose…</option>
    <option>&lt; $5k</option>
    <option>$5k–$15k</option>
    <option>$15k–$50k</option>
    <option>$50k+</option>
    <option>Not sure yet</option>
  </select>
  <label for="goals">Goals *</label>
  <textarea id="goals" name="goals" placeholder="Pipeline, signups, demos, revenue target — be specific." required></textarea>

  <!-- honeypot — bots fill every field -->
  <input type="checkbox" name="botcheck" style="display:none" tabindex="-1" autocomplete="off">

  <button type="submit">Send</button>
</form>

<p style="margin-top:12px;font-size:11px;color:#888;text-align:right">
  Powered by <a href="https://splitforms.com" style="color:#888;text-decoration:none" target="_blank" rel="noopener">splitforms</a>
</p>

02JavaScriptform.js67 lines

<form id="lf-form">
  <label for="name">Full name *</label>
  <input id="name" type="text" name="name" placeholder="Hans Becker" required>
  <label for="email">Work email *</label>
  <input id="email" type="email" name="email" placeholder="hans@company.com" required>
  <label for="company">Company *</label>
  <input id="company" type="text" name="company" placeholder="Kraft GmbH" required>
  <label for="size">Company size *</label>
  <select id="size" name="size" required>
    <option value="">Choose…</option>
    <option>Solo / freelancer</option>
    <option>2–10</option>
    <option>11–50</option>
    <option>51–250</option>
    <option>250+</option>
  </select>
  <label for="channels">Channels of interest *</label>
  <select id="channels" name="channels" required>
    <option value="">Choose…</option>
    <option>SEO</option>
    <option>Paid (Google / Meta)</option>
    <option>Content / blog</option>
    <option>Email</option>
    <option>Social / brand</option>
    <option>PR</option>
    <option>Multi-channel</option>
  </select>
  <label for="budget">Monthly budget *</label>
  <select id="budget" name="budget" required>
    <option value="">Choose…</option>
    <option>&lt; $5k</option>
    <option>$5k–$15k</option>
    <option>$15k–$50k</option>
    <option>$50k+</option>
    <option>Not sure yet</option>
  </select>
  <label for="goals">Goals *</label>
  <textarea id="goals" name="goals" placeholder="Pipeline, signups, demos, revenue target — be specific." required></textarea>
  <button type="submit">Send</button>
</form>

<p style="margin-top:12px;font-size:11px;color:#888;text-align:right">
  Powered by <a href="https://splitforms.com" style="color:#888;text-decoration:none" target="_blank" rel="noopener">splitforms</a>
</p>

<script>
  document.getElementById('lf-form').addEventListener('submit', async (e) => {
    e.preventDefault();
    const data = new FormData(e.target);
    data.set('access_key', 'YOUR_ACCESS_KEY');
    data.set('subject', 'New marketing inquiry');

    const res = await fetch('https://splitforms.com/api/submit', {
      method: 'POST',
      body: data,
      headers: { Accept: 'application/json' },
    });

    const json = await res.json();
    if (json.success) {
      e.target.reset();
      alert('Sent!');
    } else {
      alert('Error: ' + (json.message || 'Try again'));
    }
  });
</script>

03React / Next.jsForm.tsx82 lines

'use client';

import { useState, type FormEvent } from 'react';

export default function MarketingDiscoveryForm() {
  const [status, setStatus] = useState<'idle' | 'sending' | 'sent' | 'error'>('idle');

  async function onSubmit(e: FormEvent<HTMLFormElement>) {
    e.preventDefault();
    setStatus('sending');

    const data = new FormData(e.currentTarget);
    data.set('access_key', 'YOUR_ACCESS_KEY');
    data.set('subject', 'New marketing inquiry');

    const res = await fetch('https://splitforms.com/api/submit', {
      method: 'POST',
      body: data,
      headers: { Accept: 'application/json' },
    });

    const json = await res.json();
    setStatus(json.success ? 'sent' : 'error');
    if (json.success) e.currentTarget.reset();
  }

  if (status === 'sent') return <p>Thanks — we&rsquo;ll be in touch.</p>;

  return (
    <>
    <form onSubmit={onSubmit}>
      <label htmlFor="name">Full name *</label>
      <input id="name" type="text" name="name" placeholder="Hans Becker" required />
      <label htmlFor="email">Work email *</label>
      <input id="email" type="email" name="email" placeholder="hans@company.com" required />
      <label htmlFor="company">Company *</label>
      <input id="company" type="text" name="company" placeholder="Kraft GmbH" required />
      <label htmlFor="size">Company size *</label>
      <select id="size" name="size" required>
        <option value="">Choose…</option>
        <option>Solo / freelancer</option>
        <option>2–10</option>
        <option>11–50</option>
        <option>51–250</option>
        <option>250+</option>
      </select>
      <label htmlFor="channels">Channels of interest *</label>
      <select id="channels" name="channels" required>
        <option value="">Choose…</option>
        <option>SEO</option>
        <option>Paid (Google / Meta)</option>
        <option>Content / blog</option>
        <option>Email</option>
        <option>Social / brand</option>
        <option>PR</option>
        <option>Multi-channel</option>
      </select>
      <label htmlFor="budget">Monthly budget *</label>
      <select id="budget" name="budget" required>
        <option value="">Choose…</option>
        <option>&lt; $5k</option>
        <option>$5k–$15k</option>
        <option>$15k–$50k</option>
        <option>$50k+</option>
        <option>Not sure yet</option>
      </select>
      <label htmlFor="goals">Goals *</label>
      <textarea id="goals" name="goals" placeholder="Pipeline, signups, demos, revenue target — be specific." required />

      <button type="submit" disabled={status === 'sending'}>
        {status === 'sending' ? 'Sending…' : 'Send'}
      </button>

      {status === 'error' && <p>Something went wrong. Try again.</p>}
    </form>

      <p style={{ marginTop: 12, fontSize: 11, color: '#888', textAlign: 'right' }}>
        Powered by <a href="https://splitforms.com" target="_blank" rel="noopener" style={{ color: '#888', textDecoration: 'none' }}>splitforms</a>
      </p>
    </>
  );
}

04PHPsubmit.php28 lines

<?php
// Drop into a PHP page. Receives a form POST and proxies it to splitforms.com.
// Useful when you want to add server-side validation or rate limiting.

if ($_SERVER['REQUEST_METHOD'] === 'POST') {
    $allowed = ['name', 'email', 'company', 'size', 'channels', 'budget', 'goals'];
    $payload = ['access_key' => 'YOUR_ACCESS_KEY'];
    $payload['subject'] = 'New marketing inquiry';

    foreach ($allowed as $f) {
        if (isset($_POST[$f])) $payload[$f] = $_POST[$f];
    }

    $ch = curl_init('https://splitforms.com/api/submit');
    curl_setopt($ch, CURLOPT_POST, true);
    curl_setopt($ch, CURLOPT_POSTFIELDS, http_build_query($payload));
    curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);
    curl_setopt($ch, CURLOPT_HTTPHEADER, ['Accept: application/json']);
    $response = curl_exec($ch);
    $status   = curl_getinfo($ch, CURLINFO_HTTP_CODE);
    curl_close($ch);

    header('Content-Type: application/json');
    http_response_code($status);
    echo $response;
    exit;
}
?>

05cURLtest.sh11 lines

curl -X POST https://splitforms.com/api/submit \
  -H "Accept: application/json" \
  -d "access_key=YOUR_ACCESS_KEY" \
  -d "subject=New marketing inquiry" \
  -d "name=Jane Builder" \
  -d "email=jane@example.com" \
  -d "company=Jane Builder" \
  -d "size=Solo / freelancer" \
  -d "channels=SEO" \
  -d "budget=< $5k" \
  -d "goals=Hello from cURL"

Replace YOUR_ACCESS_KEY with the key from your dashboard. That’s the only edit.

§ 04bUse this template with…17 frameworks · same backend

One template. Every framework.

The same field set works on every framework splitforms supports. HTML, React, Next.js, Vue, Astro, Hugo, WordPress — same POST, same backend.

§ 06FAQ4 answered

Things people ask before they ship.

Direct answers, no marketing fluff. Missing one? Email hello@splitforms.com.

01Why multi-step instead of one long form?

Long forms drop conversion 30-50%. Multi-step shows one question per screen — the prospect has commitment momentum from filling step 3, so step 7 (the budget question that scares them off) gets answered. Multi-step doubles or triples completion vs the equivalent long form.

02Can I integrate with HubSpot / Salesforce / Close?

Yes — webhook the JSON. All three accept inbound leads via native APIs or Zapier. The lead lands as a deal in the pipeline with services, budget, and KPIs pre-filled, ready for the discovery call.

03Should I show retainer pricing on the site?

Show 'starting at $X/month' for each service line. Full transparency on retainer minimums removes the awkward 'we're outside your budget' moment on the call. The marketing-fluent buyers expect it.

04How do I handle one-off project inquiries vs retainers?

Add a 'one-off / retainer / not sure' radio. One-off projects (audits, $5-15k website redesigns) route to a project quote flow; retainers route to the strategy call. Two completely different sales motions.

✻ ✻ ✻

Ship your marketing agency discovery form in 60 seconds.

1,000 free submissions per month. No credit card. Copy the snippet, paste your access key, watch leads land in your inbox.

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v0.1 · founders pricing locked in · early access open