Ask better questions.
Start with useful answers.
Turn your agency’s intake into a clear set of questions. Collect business goals, project details, brand preferences, and files in the same flow your client uses to get started.
Choose the right kind of answer.
Use short and long text, email, numbers, dates, dropdowns, and file uploads. A budget, a launch date, and a brand story don’t need the same kind of field.
Collect the details that words miss.
Use a color picker for brand colors or a matrix for a set of related questions. Add information blocks and tables to explain a choice before the client answers.
Use the answer again.
Bring questionnaire answers into later document fields. The company name your client already supplied can appear in the agreement without another round of typing.
Keep intake in the workflow.
Follow the questions with an agreement, a file request, a tutorial, or a booking step. Share one flow for the whole start of the engagement.
Client onboarding
Can I mix different field types?+
Yes. A questionnaire can combine text, choices, dates, uploads, colors, and other supported fields.
Can I ask clients for more information later?+
Yes. Send another flow when the work changes, or use recurring check-ins to collect updates over time.
