Start the brief. Stop the follow-up chain.
Your team can’t design around a missing logo forever. Give each client a practical checklist for the materials and decisions that move a project forward.
Create your first request →Build a launch-ready intake.
Start with the Website Client Onboarding template, then adapt the items to your scope. A five-page brochure site needs a different checklist than a campaign landing page.
- Approved logo and brand guidelines
- Company description and audience
- Copy for each agreed page
- Team or product photography
- Social links and website references
- Approval contact and access instructions
Bring approvals into the same request.
Use a URL to point to the work and a yes/no item to capture the client’s response. Add a long-text item for feedback when a simple decision needs explanation. This is a collection record, not a signing platform or a replacement for your contract.
Make repeatable work repeatable.
Pro lets you save the structure of a request as a reusable template. Your next client gets the same useful questions without inheriting the previous client’s answers or files. Refine the checklist as you learn which inputs tend to delay delivery.
Give the client a clear owner.
Agency includes the owner and one teammate for $49/month. Agency Plus includes five people total for $149/month. Each person signs in individually and works with shared requests and templates. The owner manages team access, billing, and branding.
A clear list.
A little less friction.
Your client sees the business requesting information, the items still needed, and the progress they’ve made. Responses save as they work. No client account required.
Find a starting template ↗Website launch
materials
A few things we need to bring your new site to life.
Get the inputs.
Get on with the work.
Create your first request free. No credit card. No client login.