Templates/Customer intake

From signed contract to kickoff in one form

From signed contract to kickoff in one form.

Capture brand guidelines, login credentials (encrypted file uploads), key contacts, and timezone preferences. EU-hosted, GDPR-clean by default. 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

Company name
Main contact
Email
Phone
Timezone
Key stakeholders
Brand assets upload
Login credentials upload
Kickoff date

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.
Project Brief Form
Structure the project before you price.
Discovery Questionnaire
Discovery without the discovery call.

Need something different? Describe any form in plain English.

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