The project intake form usually represents one part of a 3 or 4 part spain phone number list new client intake process. Depending on your agency type (and size), the new client intake (or onboarding) process might look something like this:
- Initial contact: prospective client finds your website in a Google search, fills out your contact form, sends you an email or gets in touch some other way
- Project intake form: prospective client completes your project intake form
- Proposal (or pitch): you might send the proposal to the client or present it in person or over Zoom
What to include in your Project Intake Form
The project intake form should help you cpature all the information project intake form best practice for agencies [+ template]you need to understand the scope of the project. So it makes sense that the form asks specific questions about what the project entails. This will need to be tweaked based on the type of project (eg: SEO project, content writing project, social media strategy project, etc) but the following question types will help you capture most of the general requirementsL ike Google Forms, a simple (and free) way to get started is with a kanban board like the one in Trello. So when someone submits the form, the data is created as a new card in a Trello board.
How to Build and Automate a Project Intake Form
As clients complete your project intake forms, you will likely see executive list benefits in automating the processing of this data. In fact, most digital agencies automate the data collection in order to save time. The examples at the bottom of this article from digital agencies all highlight the automation aspect of this data collection and how they achieved it. When it comes to building your first project intake form, a simple (and free) place to start is Google Forms. This is because responses are automatically collected in Google Sheets so there is no need to manually enter data. However when it comes to actually starting client projects, typically you would be using some sort of project management tool to set up the overall project. Kick off meeting: client accepts your proposal and an in-person meeting or call formally kicks off the project.