Essential
Essential Administration
Step-by-step Customer Intake Worksheet
5·21 reviews
Avoid endless back-and-forth messaging with clients. This simple checklist guide organizes the vital onboarding questions your clients must answer before a project begins, ensuring an organized kickoff every single time.
₦4,500₦8,000Save 44%
Instant delivery via email after payment
Secure payment
Instant download
Free revisions
What’s Inside
Everything you need to look elite.
Intake Sheet
A clean, 1-page guide summarizing client requirements
Briefing System
Targeted, easy questions to discover what your client wants.
Milestone Check
A visual template for tracking basic project phases
How It Works
From payment to brand in 4 steps.
01
Quick checkout
Secure the customer intake worksheet instantly
02
Fetch files
Open the download links from your dashboard or email.
03
Copy questions
Save the framework questions onto your phone notepad
04
Send to client
Forward to any new client via WhatsApp to grab project info cleanly.
Reviews
5 out of 5 — 21 happy clients.
AE
Asunmo E.
2 weeks ago
Absolutely loved the result. The logo looks expensive and my business cards turned heads at my last meeting.
OS
Ogbonnaya S.
1 month ago
Delivered on time and exceeded my expectations. Communication was easy on WhatsApp, no confusing back-and-forth.
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