Everything you need before the kickoff call.
Everything you need before the kickoff call.
Collect brand assets, goals, key contacts, timelines, and logins in one structured intake — then auto-create a Notion project page and ping the account lead in Slack. No more back-and-forth email threads before work starts. Customize fields and routing rules in chat.
No card required. EU-hosted.
Fields included
- Client name
- Company
- 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?
Open the builder, describe any changes in chat, and publish. Responses route to Slack, Notion, or Sheets automatically.
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