Solutions

Intake & onboarding

Start each client, customer, or project with the information already organised. Collect goals, scope, contacts, constraints, and files before the first handoff.

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acme.com/intake-onboarding

Client intake

Tell us about your project

A few details will help us prepare the right next step.

Company or project

Acme redesign

Primary goal

Launch▾

Target date

When do you need it?

What should we know?

Scope, constraints, links…

Start onboardingformformform

A client intake built around the information the next step requires.

Begin with shared context

Collect stakeholders, objectives, timelines, constraints, and existing materials in a repeatable format. Your first conversation can focus on decisions rather than basic discovery.

One intake, many services

Branch with conditional logic so each client sees questions relevant to the service, project type, or answer they selected.

Move answers into the workflow

Notify the delivery team, add a row to a tracker, create a task, or send the response through your existing tools as soon as intake is complete.

What you get

Structured discovery

Turn vague introductions into usable project requirements.

File collection

Request supporting assets alongside the rest of the intake.

Tailored paths

Ask different questions for different services or customer types.

Faster handoffs