# Attaching Intake Forms to Services | Axumind | Clientlex

Learn how to connect intake forms to your Axumind services and collect client briefs, project requirements, and onboarding information.

Starting a new client engagement often involves collecting information before your team can begin working. You may need a project brief, brand guidelines, website access details, content requirements, or other information specific to the service being purchased.

Axumind provides forms and client onboarding functionality to help agencies collect this information.

By associating the relevant intake information with the service being ordered, you can give clients a more structured way to provide the details your team needs.

## Understanding Service Intake Forms

An intake form is a questionnaire used to collect information from a client before or during the onboarding process.

Different services often require different information.

For example:

- **SEO Services:** Website URL, target keywords, competitors, target locations, and existing SEO information.

- **Website Development:** Project requirements, design preferences, website references, and technical requirements.

- **Content Writing:** Topics, target audience, preferred writing style, content requirements, and reference materials.

- **Social Media Management:** Social media account details, brand guidelines, target audience, and content preferences.

Using relevant forms for your services helps ensure that clients provide information specific to the work they have purchased.

## Preparing Your Intake Forms

Before associating a form with a service, make sure you have the appropriate questionnaire available in Axumind.

Navigate to the **Forms** section of your agency dashboard to access your form management options.

Create or select a form that contains the information you need from clients.

Keep your questions focused on the service being provided. Avoid asking for information that is unrelated to the project or that the client has already supplied elsewhere.

For example, an SEO onboarding form might request website details, target keywords, competitors, and other information needed to understand the client's requirements.

## Associating an Intake Form With a Service

Where service-level intake configuration is available, you can associate the appropriate questionnaire with the relevant service.

To configure a service:

- Navigate to **Services** in your agency dashboard.

- Locate the service you want to configure.

- Open its editing options.

- Find the available intake or onboarding form settings.

- Select the appropriate form.

- Save your changes.

Repeat this process for other services that require different onboarding information.

A service-specific questionnaire helps ensure that clients are asked for information relevant to the work they have ordered.

## The Client Intake Experience

When a client orders a service that uses an intake form, the onboarding process provides an opportunity to collect the information required for the engagement.

Depending on the configured order and onboarding workflow, clients can provide the requested details through the client-facing experience.

This may include:

- Completing project questionnaires.

- Providing business and contact information.

- Describing project requirements.

- Supplying relevant reference materials.

- Providing supporting files where the form allows file submissions.

Encourage clients to provide complete and accurate information so your team has the necessary context before beginning the work.

## Reviewing Client Submissions

Once a client submits their intake information, your agency team can use the collected details to understand the project requirements and prepare for delivery.

Review the submitted information before proceeding with the work.

For example, an SEO team can review the client's target keywords and website information, while a web development team can examine project requirements and design references.

Keeping client-provided information associated with the relevant onboarding and project workflow makes it easier for your team to refer back to the original requirements.

## Organizing Your Onboarding Process

A well-prepared intake process can reduce unnecessary back-and-forth between your agency and clients.

Consider creating dedicated questionnaires for different service types rather than using one general form for every engagement.

Keep your questions relevant, explain what information clients should provide, and review submissions before proceeding with delivery.

This gives your team a more consistent starting point for new client engagements.