INTAKE

Marketing Client Intake

Marketing intake that gets the brief right the first time

Stop chasing clients for the information your team needs to start work. Intake collects campaign goals, audience details, brand assets, and constraints through a single conversation -- so your first strategy session is actually strategic.

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The Problem

You can't build a great campaign on a vague brief.

Every marketing agency knows the pattern: the client sends a brief that's more aspirational than actionable. You spend weeks extracting the real goals, audience data, and assets. By the time you have enough to plan, the timeline is already tight.

Vague campaign briefs

"Make it go viral." "We want more engagement." "Can you do something like what Apple does?" When clients can't articulate their goals, audience, or success metrics, your team builds campaigns on assumptions. The brief gets rewritten three times before anyone approves creative.

Incomplete audience and goal information

You need to know who the campaign targets, what action they should take, and how success is measured. Clients know their product but struggle to define their customer beyond "everyone." Without clear audience and KPI data, media plans and creative briefs are guesswork.

Assets scattered across email threads

Logo files arrive Tuesday. Brand guidelines on Thursday. The product photos are "somewhere on the shared drive." Last quarter's campaign results come in a reply to an unrelated thread. Your account manager spends their first week on a new client just collecting files.

Onboarding takes weeks of back-and-forth

New client onboarding should take days, not weeks. But between the welcome questionnaire, the asset request email, the brand guidelines follow-up, and the kickoff call reschedule, you're three weeks in before strategy work begins. Every day of delay is a day the client wonders why they're not seeing results.

How Intake Solves It

One link. Goals, audience, assets, and constraints -- collected before your first meeting.

Conversational brief collection

The AI agent walks clients through goals, target audience, key messages, competitive landscape, and success metrics in a natural conversation. When a client says "we want to reach young professionals," the agent asks about age range, platforms, job titles, and what "reach" means -- awareness, signups, or purchases.

Document and asset collection in one session

Clients upload brand guidelines, logo files, product photos, previous campaign reports, and reference materials right inside the conversation. No separate asset request email. No shared drive links. Everything arrives organized alongside the brief, ready for your team.

Follow-ups that surface constraints

The agent knows to ask about budget ranges, hard deadlines, approval chains, compliance requirements, and other constraints that clients don't volunteer upfront. These details usually emerge mid-project as blockers. Intake surfaces them before strategy begins.

Structured output ready for campaign planning

You get a clean brief organized into the sections your team works from: objectives and KPIs, audience profiles, key messages, brand assets, competitive context, timeline and budget, and constraints. Drop it into your project management tool or share it directly with strategists and creatives.

Use Cases

Templates for every stage of the client relationship

Campaign briefs

Collect campaign objectives, audience targeting, key messages, budget, timeline, and success metrics in one session. The agent clarifies vague goals and surfaces the constraints that shape realistic campaign plans. Your strategist gets an actionable brief, not a wishlist.

New client onboarding

Compress weeks of back-and-forth into one structured conversation. Collect business overview, marketing history, brand assets, audience data, competitive landscape, and immediate priorities. The client does it on their time. Your team starts strategy with the full picture.

Content strategy intake

Gather the inputs for a content strategy: brand voice, audience pain points, existing content inventory, distribution channels, SEO priorities, and content goals. The agent probes for specifics on topics, formats, and publishing cadence that a questionnaire would miss.

Social media audit collection

Collect current social presence details, platform credentials, past performance data, content examples, and audience engagement patterns. Clients upload screenshots of analytics dashboards and examples of high-performing posts, all in one organized session.

Frequently Asked Questions

Marketing intake, answered

For information gathering, yes. Intake collects goals, audience details, brand assets, budget ranges, timelines, and past campaign history asynchronously. Most agencies use it to collect the facts before the kickoff call, so the call focuses on strategy and relationship-building instead of filling in spreadsheets.

Intake exports structured data as downloadable ZIP files with clearly organized sections. While direct integrations with tools like Asana, Monday, and Notion are on our roadmap, the structured output format makes it easy to copy sections into any project management tool or brief template you already use.

Clients upload files directly in the conversation -- logos, brand guidelines, photography, previous campaign materials, and any other assets. The files arrive in context alongside the conversation, so you see exactly what the client was describing when they uploaded each file. Supported formats include PDF, DOCX, JPG, and PNG.

Each intake link opens a single conversation thread. For multi-stakeholder input, you can either share the link so stakeholders complete it together, or create separate intake links for different stakeholders -- for example, one for the marketing director on strategy and one for the brand manager on assets and guidelines. Both submissions arrive in your dashboard.

Agencies report saving 2-4 hours per new client during onboarding. The time savings come from eliminating the back-and-forth: no chasing incomplete questionnaires, no follow-up emails for missing assets, no discovery calls spent on basic information gathering. The first call becomes a strategy session because the facts are already collected.

Stop onboarding clients. Start working with them.

Your first intake is free. Build a campaign brief template, send the link to your next client, and see how much faster strategy starts when the facts are already collected.

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