Collect complete client information automatically during onboarding
Gather goals, budgets, URLs, and context from clients in one structured intake — without follow-ups, spreadsheets, or scattered emails.
Get rid of the intake follow-up loop
Client onboarding often breaks down after kickoff.
You ask for information. Clients reply partially. Details come in across emails, PDFs, Slack messages, and Notion docs. Someone forgets a URL. Budgets change. You follow up — again — before real work can begin.
AgencyAccess replaces this chaos with a structured Intake Form built directly into your onboarding flow. Clients answer the right questions once, in the right context, while they're already setting up access. You get clean, complete inputs — without chasing anyone.
All the client information you need, collected once and stored securely.
See how intake forms work in practice
Watch how agencies collect client goals, budgets, URLs, and context as part of a single onboarding flow.
In this demo, you'll see:
No login required. This is the exact flow your clients experience.
How AgencyAccess intake forms improve onboarding
Ask the right questions at the right time
Collect goals, budgets, URLs, competitors, markets, and constraints while clients are already in onboarding mode — not weeks later.
Get clean, structured inputs
Responses are captured in a consistent format, so your team doesn't have to interpret messy emails or reformat answers manually.
Reduce follow-ups and delays
Clients complete intake in one sitting, eliminating the back-and-forth that slows down launches and frustrates both sides.
Get complete client info in 3 steps
Create your intake form
Define the questions you need for each service (SEO, paid media, ecommerce, etc.).
Attach it to your onboarding flow
Forms are completed alongside account access — no separate links or tools.
Use the responses immediately
All answers are available in one place and can be passed to your team or tools automatically.
Built for real agency workflows
Pair forms with Access Links to collect permissions and context together. Create different forms for different services or client types.
Trusted by 500+ agencies What our customers say
Ruben Runneboom
Co-founder @ Taskforce Agency
We used to chase clients for missing information before every launch. Now everything we need comes in upfront, in one place.
Tom van Bodegraven
Teamlead SEA @ Endeavour
Combining access requests with intake forms completely changed our onboarding. Fewer emails, fewer mistakes, faster launches.
Used alongside access requests by SEO agencies , PPC agencies , and ecommerce agencies to streamline client onboarding.
Frequently asked questions
Can we customize intake forms for different services?
Can we control which questions are required?
Where do the responses go?
Will clients actually complete the form?
Stop chasing client information
Collect complete client context upfront and start work faster.
