Sales
Client intake FlowApp
Collect everything you need from new clients in one conversation. Professional, thorough, and way better than emailing a questionnaire back and forth.
What's included
Contact and company info
Name, email, company details collected conversationally
Service-specific questions
Conditional fields that adapt based on the type of engagement
Brand guidelines upload
Clients can share logos, style guides, and assets directly
Private credential fields
Collect access info securely (never sent to AI)
Communication preferences
How they want to be reached, response time expectations
Contract acknowledgment
Agreement acceptance and billing info in one flow
Works well for
How it works
1
Click "Use this template"
Get a pre-built client intake FlowApp ready to customize
2
Add your questions
Tailor fields to your specific services and workflow
3
Send to new clients
Share a link or embed on your site. Everything lands in one place.