Everything you need, before kickoff
Collect everything from new clients in one conversation. Professional, thorough, and better than emailing a questionnaire.
The old way vs ioZen
The old way
- Email questionnaire (that clients ignore)
- Chase them for responses
- Incomplete answers, more follow-up
- Info scattered across emails
- Start project missing details
With ioZen
- Send one link, professional intake
- Conversational flow, high completion
- AI asks follow-ups for vague answers
- Everything in one place
- Start project fully prepared
A Monday morning with ioZen
Maria runs a design agency with four employees. Monday morning she opens ioZen and sees three new client submissions from the weekend, each one complete with project scope, brand guidelines, timeline, and budget range. No emails to chase. No half-filled Google Forms. She assigns each one to a designer and starts the week with actual work instead of admin.
What the client sees
A real conversation, not a form
IntakeBot
What type of project are you looking for help with?
We need a complete rebrand including logo, website, and social media templates.
IntakeBot
That's a big project. What's driving the rebrand? New direction, merger, or something else?
We're expanding into the US market and our current branding feels too local.
IntakeBot
Got it. Do you have existing brand guidelines or assets you can share? You can upload files here.
Yes, uploading our current brand book and logo files now.
IntakeBot
Perfect. What's your ideal timeline and budget range for this?
The numbers
What changes when intake is conversational
Questionnaire completion
Info completeness
Time to kickoff
The full pipeline
From first click to project kickoff
Client starts IntakeBot
Clicks your link
Record created
All answers structured
Contact saved
Client profile built
Card on board
Lands in your pipeline
Routed to team
Assigned by service type
Client starts IntakeBot
Clicks your link
Record created
All answers structured
Contact saved
Client profile built
Card on board
Lands in your pipeline
Routed to team
Assigned by service type
Different clients, different workflows
Every client type gets the right experience
flowchart TD
%% Main nodes
A["🤖 <b>IntakeBot</b><br/><small>Collects information</small>"]
B{"Routes based<br/>on answers"}
C["<b>Retainer</b><br/><small>Key Accounts</small>"]
D["<b>Project</b><br/><small>Active Projects</small>"]
E["<b>One-Time</b><br/><small>Quick Turn</small>"]
%% Connections
A --> B
B --> C
B --> D
B --> E
%% Styling
classDef intakeBot fill:#c96a35,stroke:#c96a35,color:#fff,stroke-width:2px
classDef router fill:#f5f5f4,stroke:#e7e5e4,color:#44403c,stroke-width:2px
classDef destination fill:#fff,stroke:#e7e5e4,color:#44403c,stroke-width:1px
classDef highlighted fill:#fef3ec,stroke:#c96a35,color:#44403c,stroke-width:2px
class A intakeBot
class B router
class C highlighted
class D destination
class E destination ⚡ Why this matters
Your $50k/year retainer client shouldn't wait in the same queue as a one-off logo request. Routing creates the white-glove experience your best clients expect.
Key Accounts Board
Your retainer clients get dedicated tracking and priority
Submitted
2Q1 Campaign
Acme Corp · Retainer
VIPBrand Refresh
TechStart · Retainer
VIPIn Review
1Brand Refresh
TechStart · Retainer
VIPWebsite Updates
GlobalTech · Retainer
VIPAssigned
0Kickoff Scheduled
0Submitted
2Q1 Campaign
Acme Corp · Retainer
VIPBrand Refresh
TechStart · Retainer
VIPIn Review
1Brand Refresh
TechStart · Retainer
VIPWebsite Updates
GlobalTech · Retainer
VIPAssigned
0Kickoff Scheduled
0What's included
Contact & company info
Name, email, company, role (the basics)
Service-specific questions
Conditional logic shows relevant questions
Document uploads
Brand guidelines, assets, contracts
Credentials (private)
Login details stored securely, AI never sees
Communication preferences
How and when they want to be contacted
Client record created
Everything linked to one client profile