Onboard clients without the email chain.
Onboard clients without the back-and-forth email chain.
One link replaces seven follow-up emails. Collect company info, brand assets, goals, deadlines, and stakeholder details in a multi-step flow with progress bar. AI summarizes the brief into a tagged Notion entry your delivery team can action. Confirmation email recaps everything to the client with their own answers.
No card required. EU-hosted.
Fields included
- Company name
- Primary contact
- 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?
Open the builder, describe any changes in chat, and publish. Responses route to Slack, Notion, or Sheets automatically.
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