Branded intake forms
Configure the introduction, appearance and questions for your client experience.
CLIENT ONBOARDING ENGINE
A new client.
Not a new email chain.
Your brand. Your intake. A repeatable delivery process. Collect the client’s business details in one place and give your team a clear starting point.
Branded client intakeHosted or embedded formsRepeatable delivery
01CLIENT ONBOARDING ENGINE
Your client’s first step. Your brand at every step.
YOUR LOGO
Your brand.
Their first impression.
Let’s get to know your business.
Business name
Evergreen Home Services
Your website
evergreen.example
What should your AI help with?
Enquiries & appointment booking
One branded intake
YOUR DELIVERY PROCESS
A clear handover.
Not another email chain.
Business brief
Client preferences
Ready for agency review
YOU STAY IN CONTROL01PURPOSE-BUILT FOR THE BUSINESS
Less back-and-forth. A more considered handover.
Give clients one clear intake experience. Turn the details they share into a practical starting point for delivery, without skipping your agency’s final review.
A useful business brief
Collect the business information and service goals your delivery team needs.
Your questions, your process
Choose the intake fields and client experience to suit your agency’s workflow.
Hosted or embedded forms
Share a hosted intake link or embed the form where it suits your process.
Client workspaces
Organise the resulting service within the client’s own sub-account.
A clear handover
Review the client’s information before moving into agent setup and delivery.
02FROM SETUP TO DELIVERY
Make it yours. Then make it work.
- 01Brand and configure your intake
- 02Collect the client’s business details
- 03Review and hand over for delivery
Full white-label branding is available on Agency and Pro. AI Architect is the separate website-to-agent building product.
03A LITTLE MORE CLARITY
Before you get started.
BUILT FOR YOUR NEXT CLIENT
A better client experience.
Your agency behind it.
Bring client onboarding engine into your agency’s offer.
Get Started Free