Website New Client Intake Playbook
Collect new client goals, success criteria, files, links, contacts, deadlines, and special instructions.
Questions
8
Workflow
Ready to route
AI
Pre-configured
Built for faster activation
Create a delivery-ready client intake after a lead becomes a client.
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.
Related playbooks
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Qualify new agency projects with goals, scope, timeline, budget, and stakeholders.
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Capture campaign objective, audience, channels, offer, dates, budget, and success metrics.