A client says yes. Now what? The faster you onboard, the faster you bill. One conversation captures everything you need before kickoff. Professional, thorough, and better than emailing a questionnaire. Built with conversational forms and our AI form builder. Try it free.
Maria runs a design agency with four employees. Monday morning she opens ioZen and sees three new client submissions from the weekend, each one complete with project scope, brand guidelines, timeline, and budget range. Submission Intelligence has already tiered each one: the full rebrand is flagged VIP, the retainer onboarding is Standard, the single-page request is Quick Turn. Maria knows which onboarding track to give each client before she reads the first brief. No emails to chase. No half-filled Google Forms. She assigns each one to a designer and starts the week with actual work instead of admin.
A real conversation, not a form
IntakeBot
What type of project are you looking for help with?
We need a complete rebrand including logo, website, and social media templates.
IntakeBot
That's a big project. What's driving the rebrand? New direction, merger, or something else?
We're expanding into the US market and our current branding feels too local.
IntakeBot
Got it. Do you have existing brand guidelines or assets you can share? You can upload files here.
Yes, uploading our current brand book and logo files now.
IntakeBot
Perfect. What's your ideal timeline and budget range for this?
What changes when intake is conversational
Questionnaire completion
Info completeness
Time to kickoff
From first click to project kickoff
Client starts IntakeBot
Clicks your link
Record created
All answers structured
Contact saved
Client profile built
Card on board
Lands in your pipeline
Intelligence scored
AI assigns tier: VIP / Standard / Quick Turn
Routed to team
Assigned by service type
Client starts IntakeBot
Clicks your link
Record created
All answers structured
Contact saved
Client profile built
Card on board
Lands in your pipeline
Intelligence scored
AI assigns tier: VIP / Standard / Quick Turn
Routed to team
Assigned by service type
Every client type gets the right experience
Your $50k/year retainer client shouldn't wait in the same queue as a one-off logo request. Routing creates the white-glove experience your best clients expect.
Your retainer clients get dedicated tracking and priority
Q1 Campaign
Acme Corp · Retainer
VIPBrand Refresh
TechStart · Retainer
VIPBrand Refresh
TechStart · Retainer
VIPWebsite Updates
GlobalTech · Retainer
VIPQ1 Campaign
Acme Corp · Retainer
VIPBrand Refresh
TechStart · Retainer
VIPBrand Refresh
TechStart · Retainer
VIPWebsite Updates
GlobalTech · Retainer
VIPName, email, company, role (the basics)
Conditional logic shows relevant questions
Brand guidelines, assets, contracts
Login details stored securely, AI never sees
How and when they want to be contacted
AI scores and tiers clients on configurable dimensions
