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Forms & onboarding

A clearer brief. A better beginning.

Collect the details you need before the work begins. Share a form and keep the responses connected to your client or project.

SEE IT IN ACTION

Reusable questions.
Right where it happens.

Prepare an onboarding flow you can use again for similar projects. Give your client one link to complete their answers.

Reusable questionsEasy to shareContext for the project

A clearer way
to keep things moving.

01

Reusable questions

Prepare an onboarding flow you can use again for similar projects.

02

Easy to share

Give your client one link to complete their answers.

03

Context for the project

Read the responses alongside the client or project they relate to.

HOW IT WORKS

From here
to your next step.

01

Build your form

Add the questions that will shape your brief.

02

Share with your client

Send the form link when you are ready.

03

Review the answers

Use the responses to guide your next conversation and project scope.

GOOD TO KNOW

A little more
about forms & onboarding.

Visit the help center
01Where do I find the responses?

Open Forms & onboarding, or the onboarding area of the connected client or project.

02Can I use forms before starting the project?

Yes. Use a form to collect the information you need before agreeing the work.

YOUR NEXT CHAPTER STARTS HERE

A little less managing.
A lot more creating.

Give your best work the space it deserves.

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