Qualify leads, scope projects accurately, and onboard clients smoothly from day one.
Whether you run a digital marketing agency, creative studio, PR firm, or full-service agency, HeyIntake helps you capture the right information to win and deliver great work.
Agency profitability depends on accurate scoping and efficient onboarding. Both start with better intake.
The agency new business process is notoriously inefficient. You invest hours in pitches for prospects who ghost you. You underquote projects because you didn't understand the full scope. You spend the first two weeks of every engagement chasing brand assets and credentials instead of doing billable work.
HeyIntake transforms this process. Our AI-powered intake forms capture detailed project requirements, budget information, and brand assets before you even start the proposal. Every client arrives ready to go, with everything you need to hit the ground running.
For marketing agencies, creative studios, PR firms, and digital agencies, this means higher proposal win rates, more accurate project estimates, and faster time-to-value for every new client engagement.
Sound familiar? HeyIntake solves these problems automatically.
Projects balloon beyond original estimates because requirements weren't captured clearly upfront.
Investing hours in proposals and pitches for prospects who can't afford your services.
Chasing clients for logos, guidelines, access credentials, and assets after kickoff.
Starting projects without agreeing on what success looks like, leading to unhappy clients.
New client projects stall because you're waiting for information, approvals, or access.
Treating tire-kickers the same as serious buyers wastes your team's creative energy.
Customize these or create your own — HeyIntake's drag-and-drop builder makes it easy.
HeyIntake's AI evaluates every inquiry to help you prioritize high-value prospects and identify red flags before you invest in pitching.
SaaS Rebrand • $40K Budget • Q2 Launch
"Series A startup, clear rebrand goals, budget approved by CEO, realistic 8-week timeline. All brand assets ready. Excellent fit for full rebrand package."
From inquiry to project kickoff in three simple steps
Prospects provide project scope, budget, timeline, and brand assets through your intake form.
Our AI evaluates budget alignment, decision-maker involvement, and project readiness.
Win better projects and kick them off immediately with all assets in hand.
Capture detailed requirements upfront to create winning proposals without underquoting.
AI scoring identifies serious buyers with real budgets before you invest in pitching.
Request brand guidelines, logins, and assets during intake so projects start smoothly.
New projects launch faster when you already have everything you need to begin.
Explore how other industries use AI-powered intake forms
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