ioZen replaces your questionnaire with a conversation that actually gets filled out. AI asks one question at a time, follows up on vague answers, and delivers a complete brief before the first call.
The same platform handles branded lead capture for all your clients, automatic lead scoring, attribution that proves your ROI, and server-side conversion events back to every ad platform. One Business plan covers every client account.
These are the problems every agency hits when intake is broken.
Clients return briefs with 4 out of 12 fields filled. Projects start late because you don't have what you need.
Rework and misaligned expectations
You're building a custom intake setup from scratch for every new client: Typeform, Zapier, Google Sheets, maybe a CRM.
Hours per client, fragile integrations
A client asks which campaign brought their best leads this quarter. You can't answer because your forms capture no attribution.
Lost confidence, harder renewals
You charge for lead gen but deliver leads as a spreadsheet. No scoring, no routing, no proof of quality.
Commoditized service, price pressure
Onboarding a new client takes 3 days of setup instead of 30 minutes.
Time lost, slower growth
Not features. Real workflows that agencies run today.
1. Client brief collection
Sophie runs a branding studio with 8 active clients. Before ioZen, she sent a 20-question Notion doc to every new client. Maybe half came back complete. Projects started with gaps and surprises.
Now she sends a FlowApp link. The AI asks the same 20 questions but one at a time. When a client writes "something modern and clean," the AI asks: "Do you have visual references in mind, like brands or websites you admire?" The conversation adapts. The brief arrives complete.
She starts every project with full context. Kickoff calls are shorter. Rework dropped. Clients describe it as "the easiest onboarding I've done with any agency."
2. Branded lead capture for clients
Marcos runs a 6-person marketing agency. Each client used to get a custom Typeform connected to Zapier connected to a Google Sheet connected to Monday. Hours to build, fragile to maintain, and when Zapier broke at 2am nobody noticed until morning.
Now he deploys an ioZen FlowApp for each client. Custom branding, separate workspace, built-in pipeline. Under an hour from blank to live. Every client's leads land in their own board, scored automatically, with full attribution back to the ad that brought them. And every qualified submission fires conversion data back to Meta, Google, and TikTok automatically.
He manages 12 clients from one account. No tab switching. No Zapier maintenance. When a client asks which campaign brought their best leads, he has the answer at the individual lead level.
3. Productized intake as a recurring service
Laura built her intake system on ioZen, then realized her clients wanted the same thing. She packaged it: "AI Lead Capture as a Service." Branded intake bots, monthly reporting, optimization calls. She charges $200/month per client.
Twelve clients. One Business plan. $2,400/month in recurring revenue against $99/month in tooling.
Each new client gets a new workspace with their branding and questions configured. Live in under an hour. The service scales without adding team members.
Most agencies capture leads in a form and stop there. ioZen goes further. When a submission scores above your threshold, a server-side conversion event fires to whatever platform brought that lead. Meta, Google, LinkedIn, TikTok. Your clients' campaigns learn from actual conversions, not page views.
Server-side events go directly to Facebook without relying on the browser pixel. Bypasses ad blockers. Your clients' Meta campaigns optimize on real leads from the intake, not traffic estimates.
Conversion data sent via Measurement Protocol. Performance Max and search campaigns learn which searches lead to qualified submissions, not just clicks to the landing page.
For B2B agencies running LinkedIn campaigns. Every qualified intake completion fires back to Campaign Manager. Your targeting sharpens based on who actually submitted, not who clicked.
For clients running TikTok ads. Intake completions fire as conversion events automatically. No separate pixel setup per client. It works from the same FlowApp configuration.
Track conversions at individual field level. See exactly where qualified leads stop answering. Fix the dropout point before your client notices the volume drop.
All platform integrations run server-side via Conversions API, Measurement Protocol, and Events API. Ad blockers don't interfere. iOS privacy changes don't break your attribution.
Available on Pro and Business plans. Setup guide: marketing attribution documentation.
Custom branding, separate workspaces, and role-based access are live today. Full white-label and custom domains are coming.
Upload each client's logo, set their colors, match their fonts. The intake experience looks like it was built specifically for them, because it was.
Each client lives in their own workspace. They see their leads, their pipeline, their data. Never another client's. You manage everything from one account.
Build an intake flow once. Configure a new workspace for each client with their branding and questions. Most agencies go from blank to live in under 30 minutes.
The 'Powered by ioZen' badge comes off on Business. Clients see a clean branded intake experience with no third-party attribution visible anywhere.
Invite clients to view their own pipeline without accessing other workspaces or your admin settings. They see what they need, nothing more.
Every submission captures the campaign, ad, and keyword that brought it. Show clients which lead gen is actually working, down to the individual lead level.
Custom CSS, custom domains, and full white-label are in development and will ship on Business at no extra charge. Sign up now and your plan locks in access when they go live.
Collecting the brief is step one. Here's what else your clients can do inside the same conversation.
Clients can upload brand assets, RFPs, or existing documents directly in the intake conversation. Vision Extraction reads the uploaded file and pre-fills the relevant brief fields automatically. Less manual entry, fewer follow-up emails.
File uploads GA on all plans. Vision Extraction: 10/mo Free, 100/mo Pro, unlimited Business.
Embed Cal.com, Calendly, or any scheduling tool directly inside the intake conversation. A client finishes the brief, sees your availability, and books the kickoff call before leaving the page. No follow-up email needed.
Embeddable Services via Content Blocks. GA on all plans.
If a client closes the tab mid-conversation, they pick up exactly where they left off. Sessions save automatically and persist for 24 hours. The brief arrives complete, even when life interrupts.
Draft Session Resume. GA on all plans.
Run intake flows in English, Spanish, and more. Useful for agencies serving bilingual markets or international clients. The same FlowApp handles multiple languages without separate builds.
Multi-Language Support. GA on all plans.
You're paying for 4-5 tools that still don't give you attribution, scoring, or a real pipeline.
With 8 clients: $1,640/month. Still no attribution. Still breaks when Zapier fails.
Most agencies can't answer the question clients care about most: "Which campaign brought our best leads?" Google Forms and Typeform capture no attribution. Your clients are paying for lead gen with no proof it's working.
Every ioZen submission captures the exact source: UTM campaign, UTM medium, ad click ID (Facebook, Google, TikTok), landing page, and whether it was a first-touch or last-touch visit. Individual lead attribution, not aggregate traffic data.
Because every submission is scored, you can show clients not just which campaigns brought leads, but which campaigns brought qualified leads. The Facebook campaign that brought 50 cold leads vs the LinkedIn campaign that brought 12 hot ones. That's the data that justifies budget decisions.
The pipeline data is already organized by client. Hot/Warm/Cold by campaign. Submission volume over time. Drop-off points. The reporting your clients want exists in the dashboard. You're not pulling it from 4 different tools and stitching it together in a spreadsheet.
Partial white-label is available now on Business. Every FlowApp can have your client's logo, colors, and welcome screen. The 'Powered by ioZen' badge is removed entirely. Custom CSS, custom domains, and full white-label are being built and will ship on Business at no extra charge.
One Business plan covers unlimited FlowApps and unlimited workspaces. You can manage all your clients from a single account with no per-client fees. The $99/month covers the entire agency, not each individual client.
Yes. Build a proven intake flow once, then configure a new client workspace with their branding and questions. Most agencies go from blank to live in under 30 minutes per client. No rebuilding from scratch each time.
Yes. Every submission captures UTM source, medium, campaign, and ad click IDs (Facebook, Google, TikTok) automatically. You can show clients exactly which campaigns brought their qualified leads, not just traffic.
Yes, on Pro and Business plans. When a submission comes in, ioZen fires server-side conversion events to Meta Conversions API, Google Ads, LinkedIn, and TikTok Events API automatically. Your clients' campaigns optimize on real qualified leads, not just page visits.
Typeform creates forms. After submission, data lands in a spreadsheet and you need Zapier to route it anywhere. ioZen creates a conversational intake that qualifies leads in real time, scores every submission, routes it to the right pipeline stage, and fires conversion data back to ad platforms. No Zapier required.
Yes. You can invite clients to their own workspace with limited access so they see their pipeline and submission data without accessing other client accounts or your admin settings.
You build one proven intake system, then deploy it to multiple clients with their branding. Many agencies charge clients $150-300/month for 'AI lead capture as a service', delivered entirely through ioZen at $99/month for the whole account. The margin is the business model.
Clients get a link that opens a conversational chat. One question at a time, in natural language. The AI follows up when answers are vague. Clients can upload documents, which ioZen reads automatically to pre-fill fields. They typically finish in 5-10 minutes on any device.
Why your clients hate filling out briefs
The neuroscience behind form abandonment and why a conversation works where a questionnaire doesn't.
Your team shouldn't decide which leads matter. AI should.
How Submission Intelligence scores and routes leads automatically, per client.
The best Google Forms alternatives in 2026
For agencies evaluating tools for their clients and their own intake.
