A client intake form for agencies, consultants, freelancers, and service businesses capturing structured discovery from new clients. AI drafts a kickoff brief and routes to the right account lead in Taskade.
What's Included
- Goal Capture: Top 3 outcomes, current pain points, success metrics, and timeline
- Scope Questions: Specific deliverables expected, in-scope vs out-of-scope, decision makers
- Brand & Asset Upload: Logo, brand guidelines, and reference materials in a single upload field
- Kickoff Brief Agent: AI agent reads intake responses and drafts a 1-page kickoff brief with summary, scope, and recommended next steps
- Account Lead Routing: Automation routes the intake to the right account lead based on industry, project type, or geography
Why This Template Wins
- Discovery without 30-minute calls: Most intake takes a discovery call. This form captures 80% of the data upfront — the kickoff call is shorter and more strategic
- Kickoff brief drafts itself: The Kickoff Brief Agent reads intake responses and produces a structured brief in 30 seconds. Your account lead reads it, edits 20%, and presents to the client. Saves 90 minutes per engagement
- Routing is intelligent, not random: The automation reads project type and routes to the right account lead — the agency partner who specializes in Shopify gets the Shopify rebuild, not the brand strategy lead
How to Use
- Clone this template into your Taskade workspace
- Customize intake questions for your service offering
- Connect Gmail, Calendar, and your CRM for routing and follow-up
- Train the Kickoff Brief Agent on your engagement style and past briefs
- Set up automation triggers for account-lead routing and brief generation
FAQ
Can clients save and resume a long intake form?
Yes. The form supports save-and-resume — clients fill out part now, get a unique resume link, and finish later. Especially useful for enterprise intake where clients need to gather data from multiple stakeholders.
Does the Kickoff Brief Agent know our service offering?
It does after training. Feed it 3-5 of your past briefs and the agent learns your structure, voice, and depth. Subsequent briefs match your house style automatically.
What plan unlocks branded forms with custom domain?
Custom domains are on Pro ($16/mo annual) and above. Business ($40/mo) adds single sign-on for client portals — recommended when intake forms collect sensitive client data.
CTA
Try this template free in Taskade. For agent training, see /learn/agents/custom-agents. To generate a custom intake form, try the AI Form Generator. Browse more agency apps in the Community Gallery.