Client intake forms that don’t create more admin
Ask the right questions, route answers, and automatically kick off the next steps for every new project.
Common problems
- • Intake forms are too generic (or too long)
- • You still have to chase missing info afterward
- • Details get lost between sales → delivery handoff
- • Every niche needs different questions
What you get with OnboardFlow
- • Structured onboarding data your team can rely on
- • Conditional questions for different project types
- • Auto-generated kickoff checklist from responses
- • Cleaner handoff from sales to delivery
How it works
Adaptive intake
Show the next question based on what the client selects (platform, goal, timeline, budget, existing assets).
Auto follow-ups
Automatically request missing info and move the client to the next step once complete.
Standardized handoff
Turn messy free-text answers into a consistent project brief and checklist.
Built for agencies (by niche)
Want templates tailored to your service stack? Start here:
FAQ
What questions should a client intake form ask?
Typically: goals, success metrics, target audience, current stack/tools, access needs, content/assets status, timeline, stakeholders, and approval process.
Can I create different intake forms per service?
Yes. You can use templates per service line (e.g., PPC, SEO, Webflow, Shopify) and keep a shared baseline across your agency.
How do I reduce form abandonment?
Use shorter, step-based forms, only ask what you need, and keep the remaining items as a checklist the client can complete over time.