Client Intake That Captures
The Full Picture
Before the kickoff call, hear about your client's vision, brand voice, and expectations — in their own words. Voice intake captures nuance that typed questionnaires miss.
The Scenario
Clients fill out your project brief form with one-liners. Then you spend the first 30 minutes of the kickoff asking the same questions again. Voice intake eliminates this by capturing detailed, spoken answers upfront.
💡 Who is this for?
Agencies (design, marketing, development, PR), freelancers, consultants, and any service business that onboards new clients with discovery questionnaires.
Create Your Form
- "Describe your project and what you're looking to achieve"
- "Who is your target audience?"
- "What's your timeline and budget range?"
- "Are there any brands or examples you love? What about them?"
- "What does success look like for this project?"
Voice & AI Settings
AI-generated summaries give you a brief of each client's needs before the call. Sentiment analysis reveals excitement or uncertainty about the project.
Embed on Your Website
Best widget: iFrame Embed or Direct Link
Embed the intake form on your agency website or send a direct link after the prospect signs the contract. Include it in your welcome email sequence.
Track & Analyze Responses
Review client responses before kickoff calls. Use transcripts as project documentation. Export to your project management tool (Asana, Monday.com, Notion) for the team.
Automate Your Workflow
- Webhooks: Push to your project management tool with transcripts
- Zapier: Auto-create a new project in Asana/Monday.com when intake is submitted
- Slack: Notify the assigned project manager in #new-clients
- CRM: Update client record with project details and voice recording links
Third-Party Integration
Use identity pre-fill with client name, company, and contract value from your CRM. Integrate into your proposal flow — once a quote is accepted, auto-send the intake form.
Pro Tips
Ask about tone and personality
For creative agencies: "Describe the personality of your brand in your own words." This captures brand voice better than any style guide checkbox.
Onboard Clients Faster, Understand Them Deeper
Replace your intake questionnaire with a voice form. Know your clients before the first call.