AI form builder
Create a Client Intake Form with AI in Seconds
Describe your agency's needs and Weavely generates a professional client intake form instantly. Collect prospect information before proposals, share via link, or embed on your website.
How to create your client intake form with Weavely
Describe what you need and click “Generate.”
The more details you provide in a prompt, the more accurately your form will match what you need.
Sign in to Weavely to edit and style your form.
Tweak the content, customise the design, or add more questions using AI.
Publish and share your form in one click.
Embed it, link it, or pop it up on your site — ready to collect responses instantly.
Popular agency client intake form use cases
SEO agency discovery
Marketing agency brief
Web design discovery
SEO & web dev proposal
Streamline Pre-Sales Discovery with Digital Client Intake Forms
Replace endless email back-and-forth with a professional client intake form that collects all the information you need before writing a proposal. Automatically gather project details, budget expectations, and business goals in one structured submission. Share your intake form via link, embed it on your website, or send it directly to prospects after initial contact. Responses feed directly into Google Sheets or integrate with HubSpot and other CRM systems, giving you everything needed to create tailored proposals and accurate project scopes.
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FAQ
What information should I include on a client intake form?
Include business overview, website URL, current challenges, project goals, target audience, budget range, timeline, and preferred communication method. For SEO agencies, add current traffic and main competitors. Marketing agencies should collect existing marketing efforts and services of interest. Web design forms need design preferences and CMS requirements.
When should I send a client intake form to prospects?
Send your intake form after initial contact but before writing a proposal or scheduling a discovery call. This gives you structured information to create tailored proposals and makes your sales calls more productive. It's a pre-sales tool, not a post-contract onboarding document.
How do I create a client intake form for my agency?
Describe your agency's specific needs in plain language and Weavely's AI generates a professional intake form instantly. Customize fields for your services (SEO, marketing, web design), add your branding, and share via link or embed on your website. No manual form building required.
Can I customize the client intake form for different services?
Yes, create different intake forms for each service you offer. SEO forms can include traffic and keyword questions, marketing forms focus on current campaigns and goals, web design forms ask about style preferences and functionality needs. Each form collects the specific information needed for accurate proposals.
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