Agency Client Intake Form
Collect budgets, goals, and business context alongside every account access you need - all in one branded intake form your client completes before the kickoff call.
Intake forms and access requests shouldn't be separate workflows
Most agencies send an intake form for client info, then a separate set of instructions for account access. That's two workflows, two follow-ups, and twice the chance of something falling through.
Without AgencyAccess
- Send an intake form via Google Forms or Typeform for business details
- Then send separate instructions for Google Ads, GA4, Meta access
- Client fills out the form but forgets to grant access - or vice versa
- Budgets and goals live in one tool, access status lives in another
- You're piecing together information from three different places before kickoff
With AgencyAccess
- One link collects business info and account access together
- Add custom intake questions - budgets, goals, URLs, brand guidelines
- Client completes everything in a single guided flow
- All responses and access status visible in one dashboard
- Walk into your kickoff call with everything already collected
Collect everything you need in one flow
Connect your agency accounts
Connect the accounts you want to be provided access in your AgencyAccess account.
Send an onboarding invite to your client
Send a personalized and branded invitation to onboard and connect the accounts you need.
Faster client onboarding
Your client connects their account to yours with automated flows and a detailed step-by-step guide. No lengthy email loops and Loom videos, no confusion.
Intake form + account access in one link
AgencyAccess supports every platform marketing agencies typically need access to - Google Ads, GA4, Meta, Shopify, and 20+ more - alongside your custom intake questions.
Plus TikTok, LinkedIn, Pinterest, Snapchat, HubSpot, Klaviyo, and more. See all integrations →
Trusted by 500+ Agencies Agencies that streamlined their intake process
Tom van Bodegraven
Teamlead SEA @ Endeavour
AgencyAccess is such a handy tool. It's made getting access to client accounts so much easier. Just send them a link, and that's it. No more endless emails or chasing people for access. Saves a ton of time and hassle.
Ruben Runneboom
Co-founder @ Taskforce Agency
AgencyAccess made our onboarding faster and easier. Saves us hours a week, and our clients love it!
Start onboarding clients faster
Send one link, collect access automatically, and start work faster.
