Templates/Customer intake

Onboard clients without the back-and-forth email chain.

One link replaces seven follow-up emails. Company info, brand assets, goals, deadlines, and stakeholders in a multi-step flow with a progress bar. Ask your AI to summarize the brief before kickoff. Confirmation email can recap answers to the client.

No card required. EU-hosted.

Fields included

Company name
Primary contact
Email
Project type
Budget range
Timeline
Goals
Existing tools

All fields are customizable. Describe changes in plain English and the AI updates the form instantly.

Ready to use this template?

Describe any changes in chat, publish, and send the link. Responses land in Brieform. Ask your AI to read them.

Related templates

New Client Onboarding
From signed contract to kickoff in one form.
Project Brief Form
Structure the project before you price.
Discovery Questionnaire
Discovery without the discovery call.

Need something different? Describe any form in plain English.

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