Replace your questionnaire with a conversation that starts the project

You send a Google Form or a PDF questionnaire. The client opens it, answers the first three questions, gets stuck on "Describe your brand voice" and closes the tab. Three days later you follow up. They fill in half of it.

You start the project with incomplete info and discover during the first review that they wanted something completely different. Meanwhile, you haven't billed a cent.

The problem isn't the client. The problem is the format. Questionnaires feel like homework. Conversations feel like progress.

Maria runs a design agency with four employees. Monday morning she opens ioZen and sees three new client submissions from the weekend, each one complete with project scope, brand guidelines, timeline, and budget range. Submission Intelligence has already tiered each one: the full rebrand is flagged VIP, the retainer onboarding is Standard, the single-page request is Quick Turn. Maria knows which onboarding track to give each client before she reads the first brief. No emails to chase. No half-filled Google Forms. She assigns each one to a designer and starts the week with actual work instead of admin.

Each client intake creates a contact in Contacts with their full conversation, uploaded assets, project scope, and intelligence score. When they come back for another project 6 months later, you see everything.

Link the intake to a project in Records. Track deliverables. See status across all clients in one view. No more digging through email threads to remember what you agreed on.

Ready to set this up? Follow the step-by-step tutorial: Build a client intake system.