Build estimate 2 days/Lead gen & CRM · Content
Client Onboarding Intake
A guided intake form gathers brand assets, account access, goals, and brand voice notes, then organizes it into a tidy client brief your team can act on. It replaces the messy email chase at the start of every engagement and gets new clients producing work faster.
What it looks like
What does a win look like in the next 90 days?
Describe your brand voice in three words
Branded to you, live in about 2 days.
How it works
- 01
Send the client a single branded intake link.
- 02
They upload assets, logins, and answer guided brand questions.
- 03
The tool compiles a clean onboarding brief for your team.
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Want one of these for your business?
This exact tool, branded to your business and running for you. Or describe a change and I'll scope it.