Template · Business

Consultant project brief widget

Collect the brief, the files and the budget before the first call — one link, one chat, nothing to chase.

Neuvonanto Nord · sample business
a consultant used to demonstrate the intake template

What this template is for

A founder wants to describe the problem, the timeline and the budget once, and book a discovery call. This intake flow asks the right things first: the client chooses what they need, answers a handful of questions and attaches a file, and you arrive at the first conversation already prepared.

You get the brief, the company and the budget range before the first call. Because it is a chat, you can ask the one follow-up you always need without a new form or a phone call, and the client gets an email copy.

Send it as a link after the first contact, put it on your website’s "work with us" page, or use it as the link in your bio.

What it asks

The first thing a customer sees: “Tell us about the project”

Discovery call
- Your name — text, required
- Email — text, required
- Phone number — text, required
- Company or organisation — text
- What are you hoping to achieve? — long text, required
- Budget range — choice
- Deadline or start date — date
- Attach a file — file upload
Shows a confirmation message
Project
- Your name — text, required
- Email — text, required
- Phone number — text, required
- Company or organisation — text
- What are you hoping to achieve? — long text, required
- Budget range — choice
- Deadline or start date — date
- Attach a file — file upload
Shows a confirmation message
Workshop
- Your name — text, required
- Email — text, required
- Phone number — text, required
- Company or organisation — text
- What are you hoping to achieve? — long text, required
- Budget range — choice
- Deadline or start date — date
- Attach a file — file upload
Shows a confirmation message
Retainer support
- Your name — text, required
- Email — text, required
- Phone number — text, required
- Company or organisation — text
- What are you hoping to achieve? — long text, required
- Budget range — choice
- Deadline or start date — date
- Attach a file — file upload
Shows a confirmation message

How to use it

Tap "Use this template" — it copies into your free account.
Adjust the services and the questions; remove what you do not need, add the one thing you always ask.
Send the link to new clients or embed it on your site.
Read each intake in your inbox, reply in the thread, and book the first call from there.

Questions

Can clients upload documents?

Yes. The file field accepts documents, images and PDFs from any device; they arrive with the answers in the chat.

Is the information private?

Only you and the people you invite to your account see the answers. The client sees their own conversation. See the privacy policy for the details.

Can I send it to someone directly?

Yes. Every flow has a share link you can paste in an email or a message; the answers land in the same inbox as everything else.

Does it replace my CRM?

It replaces the intake form and the back-and-forth. On paid plans each contact becomes a CRM entry with the conversation attached, and you can forward answers to other tools.