Templates/Customer intake

Structured intake for new client relationships

Structured intake for new client relationships.

Capture everything needed to start a new client engagement: contact details, project scope, decision makers, budget, and expectations. Conditional questions adapt for different client tiers. 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

Full name
Company
Email
Phone
How did you hear about us
Service needed
Project description
Decision maker
Budget
Start date
Additional notes

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.

Build a custom form with AI