Get the files you need.
Before you need to ask again.
Ask for logos, brand guidelines, reference images, and project documents as part of intake. Your client uploads them alongside the answers that explain what they are for.
Put the request beside the question.
Add a file-upload field to your questionnaire. Ask for existing research after the goals question, or brand assets after the visual brief.
Explain what a useful upload looks like.
Use the surrounding questions and instructions to say which files your team needs and why. Give clients enough context to send the right thing.
Keep the background with the file.
Review the upload alongside the client’s answers. Your team can understand the brief and its supporting materials together.
Keep sharing after intake.
Use the client workspace for project files, new versions, and feedback once delivery begins. Intake uploads are the starting point, not the end of file collaboration.
Client onboarding
Can one intake collect both answers and files?+
Yes. Put file-upload fields inside the same questionnaire as the project questions.
How do we share deliverables later?+
Use the client workspace’s files and messages to share work, discuss feedback, and keep track of versions.
