Agency client intake forms
Collect project intake before kickoff
Give each client one form for goals, scope, stakeholders, files, deadlines, and communication preferences before planning begins.
A simple workflow
From submission to the next step
- 1
Visitor shares the details
Collect goals, links, documents, budget, timeline, and contact roles.
- 2
SmartFormify receives the response
Answers and uploaded files stay together, and a configured email notification can be sent.
- 3
You choose the next action
Review the intake and prepare the kickoff agenda.
Good to know: SmartFormify organizes the intake. Your project tool and password manager remain the systems for delivery and credentials.
A practical example
Submitted: Campaign-site goal, project owner, target date, brand files, dependencies, and preferred update method. In SmartFormify: The intake and files are stored together with notes, status, and outcome. Next: Review the intake and prepare the kickoff agenda.
Illustrative workflow—not a customer case study or performance claim.
Start from a template
Start with a project intake form
Use it for agency discovery, project intake, stakeholders, files, deadlines, and communication preferences.
Common questions
It is a form used to collect project background, goals, files, contacts, and setup details before agency work begins.
Yes. You can start with an onboarding template and change the fields for your agency process.
Yes. Add file upload fields for logos, briefs, screenshots, brand guides, or other project documents.