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  1. Home
  2. Templates
  3. Client Intake
  4. Reputation Management Client Order Form
Client Intake

Reputation Management Client Order Form 2026

This form opens by collecting the company's full legal name and primary contact details — name and email — so the reputation management team knows exactly who they're working with before anything else. It then asks the client to select all current reputation concerns from a list including negative online reviews, lack of online presence, and crisis management needs, followed by a single required objective such as mitigating negative publicity or enhancing thought leadership, which together shape the strategic direction. An optional open-ended question invites the client to describe their target audience — whether customers, investors, employees, or others — adding context that helps tailor messaging. The form closes by asking how often the client wants progress updates, from weekly to quarterly. After submitting, respondents see a confirmation screen thanking them and noting the team will be in touch shortly to discuss next steps.

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This template is ideal for

Reputation management agencies

The combination of the "What is your primary objective for engaging in reputation management?" question and the concern checklist gives agencies a structured brief to build a client strategy from, without a lengthy discovery call.

PR and communications consultants

The open-ended question about target audience — whether customers, investors, or employees — gives consultants the context they need to tailor messaging and choose the right channels from the outset.

In-house brand teams onboarding an external partner

The "How frequently would you prefer to receive updates on your reputation management progress?" question ensures reporting expectations are agreed upon at intake, keeping internal stakeholders informed on their preferred schedule.

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