Client Intake That Captures
The Full Picture

Traditional client onboarding feels like homework. Agencies send a link to a long, tedious text form, and clients inevitably provide the minimum viable answers. "We need a modern website" doesn't help a design team understand the client's actual aesthetic or business goals.

Because the initial data is so shallow, teams are forced to schedule immediate 60-minute discovery calls just to uncover the nuance that the form missed. This delays project kickoffs, wastes billable hours on basic fact-finding, and frustrates clients who feel they already answered the questionnaire.

Email threads are worse, quickly devolving into messy chains of missing files, scattered requirements, and lost context that account managers have to manually organize.

Sayify bridges the gap between a structured form and a live discovery call. By asking clients to explain their vision, goals, and target audience using their own voice, agencies capture the emotion, tone, and nuance that text completely misses.

At the same time, Sayify isn't just a voice recorder. It pairs that rich qualitative context with structured fields—like budget ranges, timelines, and mandatory file uploads for brand guidelines. This ensures your team gets both the human story and the hard data required to begin work.

The guided, multi-step nature of the workflow keeps clients focused, resulting in highly detailed, comprehensive briefs that make your agency look incredibly polished and professional from day one.

1. Welcome message: introducing the intake process and setting expectations
2. Voice response: Ask the client to explain their main goal for the project
3. Text and email: Collect company details and primary point of contact
4. Dropdown: Ask them to select their required timeline and estimated budget
5. File upload: Provide a step for their current logo, brand assets, or inspiration images
6. Voice note: Ask for a final voice note on any specific competitors they love or hate
7. eSignature: Collect signature for the initial scope or non-disclosure agreement

• Voice Recording: Captures the nuance, tone, and full context of the client's vision that they wouldn't bother typing out.
• File Upload: Essential for collecting brand guidelines, existing assets, or inspiration moodboards immediately.
• Dropdown / Options: Standardizes budget tiers, timelines, and requested service categories for easy internal routing.
• eSignature: Rapidly secures sign-off on initial terms, NDAs, or discovery phase agreements without needing a separate tool.

• Creative, marketing, and design agencies
• Freelancers and independent consultants
• B2B service providers and corporate trainers

The moment the client submits their brief, Sayify's AI generates a clean transcript and summary of the voice responses. The entire submission—audio context, structured data, and uploaded files—is automatically routed to the account manager via email or a dedicated Slack channel.

For larger teams, webhooks seamlessly push the structured project parameters (budget, timeline, contact info) directly into CRM tools like HubSpot or project management suites like Asana or Monday.com. The team can immediately review the brief, assign resources, and quote the project accurately without scheduling another call.

• Far richer, more nuanced project requirements out of the gate
• Fewer non-billable discovery calls and reduced email back-and-forth
• Faster project kickoffs and more accurate initial quoting
• A premium, highly professional first impression for new clients