Agency client intake automation helps marketing, design, development, and service agencies collect the right details, assets, approvals, access, and scope information before work starts slipping into messy back-and-forth.
bzOS builds intake and onboarding workflows around your actual tools: forms, CRM, project management, Drive, Slack, email, billing, and client portals. AI can summarize messy briefs, but most gains come from cleaner handoffs and fewer missing inputs.
Fix our client intakeProjects start with missing goals, assets, access, stakeholder details, deadlines, or approval rules.
Sales promises, proposal scope, onboarding tasks, and delivery work are not connected.
Teams repeatedly ask for logins, brand files, analytics access, content, and decision-maker details.
CRM, project management, billing, and delivery teams each hold a different version of the client truth.
Collect goals, scope, constraints, budget signals, stakeholders, deadlines, and red flags.
Request files, access, brand assets, content, credentials, and approvals in a structured path.
Generate project records, tasks, folders, Slack channels, kickoff checklists, and owner assignments.
Trigger missing-input nudges, internal alerts, and status updates until kickoff is ready.
Collect goals, channels, analytics access, audience details, brand assets, and campaign constraints.
Gather sitemap, content, design assets, hosting access, integrations, and approval rules before build starts.
Turn briefs, files, stakeholders, feedback rules, and timelines into a reliable production handoff.