Use cases

Every agency starts with a different brief. The intake should fit the work.

Illustrative workflows · Not customer case studiesView catalog coverage
intake.agencys.app
Service Intake

Brand & Visual Identity

Client Intake Specification

Active

1. Brand Positioning & Direction

Modern EditorialClean Sans-SerifB2B Premium
2. Reference Assets & Vector Files2 uploaded
brand-guidelines-v2.pdf
primary-logo-vector.svg

Drop additional references or link Figma

Intake completion
80%

Brand & Design · Creative agencies

Collect brand direction, assets, and design requirements in one intake.

Give clients one clear place to share their goals, visual references, required assets, and design constraints before creative work begins.

01

Service-specific intake example

01

Capture the brief

02

Collect the right assets

03

Clarify project requirements

04

Start with a clear handoff

Use-case examples

Every service starts with different requirements. Build an intake that collects the right details before the work begins.

brief.agencys.app
Creative Brief
Brand Identity Intake
Editorial SansDark-first UIVector System
brand-guidelines-v2.pdf
Assets verifiedReady

Brand & Design · Creative agencies

Collect brand direction, assets, and design requirements in one intake.

Bring project goals, visual references, brand guidelines, and required deliverables together before creative work begins.

dev.agencys.app
Dev Intake
Technical Stack & Access
Next.js 16Supabase AuthStripe API
GitHub Repo & Vercel Invite
Delegated
Zero passwords requestedSecured

Web Development · Development studios

Gather technical requirements, integrations, and access tasks before delivery.

Capture project scope, required integrations, content needs, technical constraints, and access requirements at the start.

growth.agencys.app
Growth Sprint
Campaign Intake & KPIs
Google SearchMeta AdsGA4 Tracking
Ad Creatives (12 assets)
Target CPA specifiedMapped

Marketing & Growth · Growth agencies

Organize campaign goals, existing assets, and platform requirements together.

Collect target outcomes, audience details, available creative assets, channel requirements, and campaign inputs in one place.

Why intake matters

Better projects start with better briefs.

Get the details you need before work begins, instead of chasing missing information later.

01 · Clearer briefs

Give clients a structured way to share goals, assets, requirements, and project context.

02 · Better client inputs

Start each project with a shared understanding of scope, deliverables, and next steps.

03 · Smoother handoffs

Make your next client intake clearer.

Collect the right project details, assets, and requirements before the work begins.