Free Onboarding Resource
Client Intake Form Template
Collect the Right Information from Day One
A ready-to-use client intake form that collects essential business info, brand assets, logins, and project details — so you can start work without chasing information.
Stop chasing clients for basic information
Start projects faster with everything upfront
Consistent onboarding for every client
Reduce back-and-forth in the first week
Business & contact information
Brand assets & logins
Project-specific details
Billing & legal information
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Complete Checklist
Work through each category to audit your client experience
Put These Insights Into Action
AgencyPro helps you implement client experience improvements, manage productized services, and streamline operations—all in one platform.