Templates/Customer intake

Everything you need before the kickoff call

Everything you need before the kickoff call.

No more back-and-forth email threads before work starts. Responses land in Brieform. Ask your AI for replies, or export CSV when you want it. Your AI can push rows to Notion, Sheets, or Slack if that client already can.

No card required. EU-hosted.

Fields included

Client name
Company
Email
Primary contact
Project goals
Target audience
Brand assets (upload)
Key competitors
Timeline
Budget range
Preferred communication channel

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

Client Intake Form
Onboard clients without the back-and-forth email chain.
New Client Onboarding
From signed contract to kickoff in one form.
Project Brief Form
Structure the project before you price.

Need something different? Describe any form in plain English.

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