Agency playbook
Agency Project Intake Playbook
Qualify new agency projects with goals, scope, timeline, budget, and stakeholders.
Questions
7
Workflow
Ready to route
AI
Pre-configured
Outcome
Built for faster activation
Turn a project inquiry into a ready-to-review client intake.
Included workflow
Pages, blocks, extraction fields, scoring, routing, follow-up, thank-you page, dashboard, and integration mapping.
Compatible runtime
Runs on the standard Sayify form and inbox model, so teams can customize after launch.
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Collect precise revision feedback with asset, priority, requested change, and approval state.