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Create client project from intake form for design requests

Create client project from intake form for design requests

Your intake form responses for design requests often sit unprocessed, delaying project setup and first outreach. They become client projects so your team can begin onboarding the same day.

Create client project from intake form for design requests

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Overview

Intake forms are only useful when they trigger action — otherwise leads cool off and setup stalls. This flow converts each submission into a populated client project so your director and coordinators can begin onboarding the same day and avoid delayed first contact.

Create client project from intake form for design requests