Ask for what matters.
Start with a reusable template. Shape your questions and file requests around the project, then make it yours.
Different work. The same need for clarity.
Client intake workflows for agencies
Explore practical client intake workflows for web design, creative agencies, and video production—what to ask, which files to collect, and how to approve the brief.
However you create, start with a clearer picture.
For people who
turn briefs into brilliant.
For web designers & studios
Web design
Collect website goals, page content, brand files, and client approval before design begins. A practical website client intake workflow for freelancers and agencies.
Explore the workflowFor branding & creative teams
Creative agencies
Bring campaign goals, brand assets, creative references, and brief approval into one client intake workflow for creative and branding agencies.
Explore the workflowFor filmmakers & production studios
Video production
Collect video project goals, audience details, creative references, production assets, and brief approval with a focused video production intake workflow.
Explore the workflowA good start.
In three simple steps.
Thoughtful for your client. Organized for you.
Send one simple link.
Your client answers questions and uploads files in a focused space. Progress saves, so they can come back later.
Get aligned. Get going.
Bring the inputs into a brief for client review and approval. Keep the finished submission with your project.
Your next project starts here
A clear brief.
A fresh start.
Bring the answers, the assets, and the approval together.
Then get back to the work you love.