Cadet
Regular price$29$14.50 / month
Founding price for your first 12 months
1 seat included
- Public proposal approval & signing
- Deposit on acceptance
- Proposal-to-invoice conversion
- Billable time tracking
- Public intake forms
Agency operations
The client intake checklist: start every engagement with the same information.
Great engagements start with the same information every time. This checklist covers what to collect, how to structure the form, and how to carry it into the project without asking twice.
Reviewed
In short
Collect four groups before work starts: contact and billing details, the goal and scope in the client’s words, the practical logistics (access, tools, brand assets, stakeholders), and the constraints (deadlines, budget shape, decision process). One structured intake form, answered once, attached to the client record.
Contact, company, and billing
The administrative layer that makes invoicing and communication frictionless:
- Primary contact and the decision maker, if different
- Company name, billing address, and tax details where needed
- Preferred communication channel and expected response rhythm
- Who approves work and who pays invoices
The goal in the client’s words
Ask what success looks like, why now, and what happens if nothing changes. Their language becomes the scope’s north star — and the proposal’s opening. Avoid turning this into a creative brief interrogation; five honest sentences beat forty empty fields.
Logistics and access
Everything you will chase later if you do not ask now:
- Brand assets: logos, fonts, guidelines, existing materials
- Access: current tools, website, accounts, and who grants it
- Current vendors or tools being replaced
- Standing meetings, timezone, and blackout periods
Constraints and decision process
Budget shape, timeline pressure, and how decisions get made. Then hand it off: in Workspace369, requests and intake forms create the record directly, so the intake becomes the client file — and the first proposal, project, or onboarding checklist builds on it without re-entry.
FAQ
Common questions
How long should an intake form be?
As short as possible while covering the four groups above — usually 10–20 questions. Every field should have a use; if you will not read it, do not ask it.
When in the sales process should intake happen?
Light intake before the proposal (enough to scope and price), full intake after the proposal is accepted (logistics and access). Splitting it keeps the form short at the moment the client is least committed.
How do I stop re-asking clients for the same information?
Keep intake attached to the client record, not in an email thread. Workspace369 requests and intake forms store answers on the client profile, so proposals, projects, and onboarding all start from the same source.
Plans for freelancers
Pick the plan your work needs today.
Client records, proposals, invoices, online payments, time tracking and intake forms are on every plan. Upgrade when your work needs calls, texts or more.Voyager
Regular price$74$37 / month
Founding price for your first 12 months
2 seats included
Everything in Cadet, plus
- SMS messaging
- Voice & voicemail
- Shared inbox
- Missed-call text back
- No-answer forwarding
Specialist
Regular price$149$74.50 / month
Founding price for your first 12 months
10 seats included
Everything in Voyager, plus
- Online booking
- Expense tracking
- Payment plans
- Inventory tracking
Founding member offer: 50% off your first 12 months, for the first 100 customers who join by Oct 31. 14-day trial with a card, USD monthly billing. Compare all plans.
Switch & Save
Free account setup & migration help
Our team sets up your workspace with you and helps move your clients and invoices from the tools you use now.
Export your data as a spreadsheet and AI Import maps the columns for you. Support can help with anything unusual.
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After signup, claim free setup in your workspace.
Ready when you are
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
