One intake form that collects everything you need from a new client before the engagement starts: goals, constraints, stakeholders, systems, access, brand rules, and the documents you always end up chasing in week two. Describe the work and a Taskade Genesis app builds the questionnaire and files every answer into the engagement record.
The Consultancy Booking Form is a live Taskade Genesis app embedded on this page, built as a working client-facing form with responses landing in records. Use it here, then click "Use this app" to clone it in about ten seconds and describe your own onboarding so the fields become your intake questionnaire.
The first two weeks of an engagement are usually spent asking for things. A good intake form recovers that fortnight, and it also sets the tone: a client who fills in a considered questionnaire arrives believing you have done this before. Workspace DNA turns answers into working context. Memory holds every response as engagement context your agents can use for the rest of the project. Intelligence, backed by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, reads the responses, flags contradictions, and proposes the questions your form forgot to ask this particular client. Execution opens tasks for missing items and chases them politely.
The intake data renders in the layouts you need:
- Table view for the response grid across every client you have onboarded
- List view for the readable client brief your delivery team reads before kickoff
- Board view for tracking intake status from sent to partial to complete
- Calendar view for chasing outstanding items against your kickoff date
- Plus the rest of the 7 project views
Automations turn a form into onboarding. Connect Taskade automations so a signed proposal sends the questionnaire automatically, a completed response creates the engagement workspace pre-filled, and anything still missing three days before kickoff sends a reminder with only the outstanding items. With 100+ bidirectional integrations, form tools and Gmail pull responses and documents in while Slack and Google Calendar push readiness alerts and the kickoff invite out.
The AI agents inside the app carry 34 built-in tools including file analysis, persistent memory, web search, custom slash commands, and multi-agent collaboration. Point an agent at the completed intake and it writes the internal brief, the risk list, and the three questions worth asking at kickoff.
Clone it, reuse it for every new client, and the intake library is yours. Each engagement makes the form sharper, because you add the question you wish you had asked last time.
Build your own form in Taskade Genesis, learn conditional logic in Learn, see live intake apps in the Community Gallery, or set up the form trigger in Learn. Follow it with Design a Kickoff Workshop Agenda, and use the answers to build Build a Stakeholder Map and Influence Grid.
Frequently Asked Questions
How long should a client intake questionnaire be?
Long enough to save you a fortnight, short enough that it gets completed. Conditional logic solves the tension: ask five opening questions and only reveal the deeper sections that are relevant, so a small engagement sees a short form and a complex one sees the detail it needs.
What do consultants most often forget to ask?
Who has the authority to approve, what has already been tried and failed, what the internal politics around the project are, and where the data actually lives. The agent proposes questions in those areas because they are the ones that surface as surprises in week three.
Can it collect documents and access as well as answers?
Yes. Add upload fields for the documents you always need and a checklist for systems access, then track each item as its own record. Access requests are usually the slowest thing in onboarding, so starting them on day one rather than day ten is worth a lot.
Does the client see a professional-looking form?
They see your brand, on your own domain with Business plans and above, rather than a generic form with someone else's logo at the bottom. For a small firm, that detail carries more weight than it should.
Can answers feed the rest of the engagement automatically?
That is the main advantage over a standalone form tool. Responses become engagement context that your agents draw on when drafting the plan, the status updates, and the reports, so the client never has to explain the same thing twice.
What if a client leaves half of it blank?
The app tracks completeness per section and chases only what is missing, with a reminder that lists the outstanding items rather than resending the whole form. Persistent gaps become visible risks on the engagement record before kickoff rather than after.
Can I use different questionnaires for different services?
Yes. Keep one app with several question sets, selected by service type, so a strategy engagement and an implementation project each get the right form without you maintaining separate tools.
When should the intake go out?
The moment the proposal is signed, while enthusiasm is highest and the client has not yet moved on to their next priority. Waiting until the week before kickoff means chasing, because by then the sponsor is busy and the people who hold the answers have not been briefed. Automating the send from the signature event removes the delay entirely, and giving a clear deadline tied to the kickoff date gives the client a concrete reason to complete it rather than an open-ended request.
