Web Design Project Client Intake Form
Estimated Time: 15-20 minutes Difficulty: Easy Team Size: 1 (client completes solo) A complete client intake form for w...
5 steps
2 fields
Marketing Questionnaire
Marketing intake form for Tallyfy
Get complete creative briefs the first time
Creative teams waste hours chasing down missing details from vague requests. This Tallyfy form forces requesters to specify audience, message, deadline, and deliverable type upfront - so your designers can start creating instead of mind-reading.
3 steps
9 fields
2 automations
Use this form in Tallyfy with people, AI, and conditions
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Customer fills "Creative Request Form" form | CX Customer | On time |
| Status: Active | 2. AI summarizes and tags submission why this works | Claude AI agent | 3m left |
| Status: Waiting | 3. Reviewer approves and assigns | RV Reviewer | 4h left |
| Status: Conditional | 4. Auto-trigger next workflow | Conditional On approval | Auto |
Tallyfy is the accountability layer that lets this form trigger a hybrid people + AI workflow.
Form fields
Form Preview
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Which brand, product, or campaign is this for?
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Who are we talking to? Be specific about demographics, job roles, pain points.
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What is the one thing you want people to remember?
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When do you need the final deliverable?
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If there is a budget for external resources, what is it?
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Link to examples, inspiration, brand guidelines, or existing assets.
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Why Tallyfy is the AI control layer
Phase 1
Set up
Define the recipeLay out your steps, deadlines, and who does each: a person, AI, or a rule.
Phase 2
Run
People + AI togetherLaunch in one click. AI does the routine steps; people approve. No glue code.
Phase 3
Track and improve
Audit and learnWatch every step live, then refine - a gradual shift, never a total redo.
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