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 auto-populate a Notion database and trigger a welcome email with next steps.
No card required. EU-hosted.
Fields included
- Full name
- Company
- 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.
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Open the builder, describe any changes in chat, and publish. Responses route to Slack, Notion, or Sheets automatically.
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