Starting a project without complete information means going back to the client for details mid-work — which costs time and makes you look disorganized. Builtomate Intake Forms let you build custom questionnaires that new clients complete before the project kicks off. You get all the information you need, they feel looked after, and the project starts smoothly.
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The Problem
Most freelancers deal with these frustrations every week. Intake Forms in Builtomate fixes all three.
Starting a project only to discover you need brand assets, event details, or style preferences — three days after kicking off
Wasting the first half of a kickoff call asking basic background questions that could have been a simple form
Client details scattered across emails, DMs, and notebooks — no single place to find what was agreed or requested
Capabilities
Every tool you need for intake forms, without the learning curve.
Create forms with text inputs, dropdowns, checkboxes, file uploads, and long-form text areas. Build the exact questionnaire your service requires — no generic template that doesn't fit.
Each form gets a shareable link. Send it in your welcome email, post-proposal, or booking confirmation. Clients complete it on any device — no login required.
Form submissions land directly in Builtomate linked to the client record. All answers in one place — searchable and accessible for the life of the project without digging through email.
Workflow
Get up and running in minutes. No training needed.
Add the questions you need answered before every project starts. Save as a template and reuse for the same service type.
Share the form link with your client in the welcome email or after signing. They fill it in at their convenience — no call required.
Responses are saved to the client record in Builtomate. Open any project and see the full intake answers immediately — no email hunting.
Built into Builtomate — no extra app, no integrations needed
Getting Started
Practical advice from freelancers who use Builtomate every day.
Create a different intake form for each service type — a photography intake should ask different questions than a coaching or copywriting intake. One size doesn't fit all.
Keep forms to 8–12 questions maximum. Longer forms have higher abandonment rates. Gather the essentials upfront and ask the rest in the kickoff call.
Send the intake form immediately after a proposal is signed — ideally in the same email as the deposit invoice. Momentum is highest right after a client says yes.
Include a file upload field in your form. Getting brand assets, reference images, or existing materials upfront removes the most common project bottleneck before work even starts.
After the client submits, review the form before your kickoff call and prepare follow-up questions. This makes you look incredibly prepared and sets a professional tone from day one.
Use the responses section in the client record during the project — when a client later says "I never said I wanted X", you have their written intake answer right there.
FAQ
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Free plan included · No setup · Cancel anytime