Client intake

Get the brief before the first call

Name, contact, what they need, budget, timing, and the file they already have. The call starts from the submission, not from a scavenger hunt.

Name
Company
Email
Budget
What do you need?

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The Formsnip editor, where you build this form

What this form needs to do

Fields that change the reply

Name and email, plus a description of the work. Add company and phone if someone calls leads. Add a budget choice and a date when those answers change who responds, or how fast. Add a file field for a brief, a logo, or a deck. Files stay with the submission.

Stop before the form turns into the contract. Its job is enough context to start. The rest can happen on the call.

One record, then the tool you already use

Every submission is searchable. Export CSV when someone wants a copy. Send the same reply to the tool your team already uses. Reply-to is the client’s email, so the first answer is not a copy and paste.

Teammates are not billed per seat. The people who answer can share the inbox.

Match the form to the way you qualify

Ask only for details that change how you prepare. Style the form to the site the lead is already on, and route the finished brief to the people who will act on it.

Other forms

Sign-up sheetNames, emails, and the slot they picked.Feedback formA rating and the comment, while they remember.Emergency contactWho to call, stored in your account.Photo releaseA clear yes, tied to a name.Contact formMessages you can answer the same day.

Get the brief before the first call

Fields that change the reply

One record, then the tool you already use

Match the form to the way you qualify

Start your free trial