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Collect creative briefs and qualify project scope

Get Complete Briefs Clients Actually Fill Out

Agency intake questionnaires come back 40-60% incomplete. The missing context costs 2-5 hours of discovery calls per project. Gnosari probes for completeness in real-time - so your first call starts with a proposal, not basic questions.
Build Your Agency Intake Agent
Agency Project IntakeOnline
We need a website redesign for our SaaS product.
Great project! To help us scope this accurately, tell me about your product - who are your users and what's the primary goal of the new site? Lead generation, product signups, or something else?

Why Conversations?

Static interfaces are impersonal and rigid. AI conversations adapt in real-time, creating a better experience for everyone.

Follow-Up Questions That Forms Can't Ask

90% of briefs are modified after submission because static forms accept vague answers. When a client writes "young audience," a form moves to the next field. AI asks: "What age range, and are they in a specific industry or life stage?" Teams with consistent briefing produce 38% better campaign results.

The form

Intake form

A brief that could describe anything.

The conversation

Agency Project IntakeOnline
We need a new website.
Is the current one the problem, or what it is meant to do?
What it does. It does not sell anything.

The real problem, in two questions.

A Typeform accepts "young professionals" as a complete answer for target audience. AI probes until it captures "25-35, tech industry, recently promoted to management."

Higher Completion Than Any Questionnaire

Average online form completion rate is 21.5%. Even Typeform's best-in-class rate is 47.3%. AI conversations feel like talking to a helpful colleague, not filling out paperwork. Clients complete intake because the experience adapts to them - not the other way around.

The form

Intake form

Twenty four questions before a conversation.

The conversation

Agency Project IntakeOnline
Four questions and I will have enough for a first call.
That I can do.

Four questions, and they finished all four.

PDF questionnaires get ignored. Typeform loses over half who start. AI conversations adapt and engage - capturing the 80% that static forms lose.

Scope Documentation from Day One

92% of agencies over-service clients. The root cause is almost always vague initial requirements that lead to assumptions, which lead to unpaid rework. AI intake documents specific requirements through conversation - creating a clear, timestamped record of what was agreed to before work begins.

The form

Intake form

The second approver nobody mentioned.

The conversation

Agency Project IntakeOnline
Who signs this off?
Me, but marketing has to agree.
Two approvers then. That goes in the scope, it changes the timeline.

In the scope before it becomes a delay.

Email threads bury scope agreements in scattered messages. Forms capture answers but not intent. AI conversations document both - creating a defensible scope baseline.

Agency Intake Features That Replace Questionnaires Clients Ignore

Capture project briefs, qualify leads, and onboard clients through AI conversations that probe for completeness - not static forms that come back half-empty.
  • Complete Briefs, Not Half-Empty Forms
    AI probes for missing context in real-time. When a client skips budget or timeline, the conversation naturally circles back - no incomplete questionnaires.
  • Budget Discovery Without Awkwardness
    Frame your project ranges first, then assess alignment. Clients feel educated about realistic pricing instead of interrogated about their budget.
  • Scope Creep Prevention
    Capture deliverables, decision-makers, and approval process upfront. 35% of agency revenue is lost to scope creep - clear briefs prevent it.
  • Proposal-Ready From Day One
    Your team enters the first call with business context, goals, budget, timeline, and competitors. Start with a proposal, not discovery questions.
  • Brief Quality Probing
    When a client says "our target audience is everyone," the AI doesn't move on. It asks follow-up questions to extract specific demographics, psychographics, and buying triggers - producing the focused brief your creative team needs to work without rebriefing.
  • Budget & Scope Qualification
    Capture budget range, project type, timeline, and decision-maker status conversationally. Route qualified leads to your sales team and send others to free resources - so discovery calls happen only with prospects who fit your minimum engagement.
  • Structured Brief Output
    Every intake conversation delivers a structured brief: project type, audience definition, goals, budget, timeline, and success metrics. Your team reviews clean records ready for kickoff - no more interpreting half-empty PDF questionnaires or email threads.

How It Works

Get started in just a few simple steps. No technical expertise required.

  1. Configure Your Agency Services

    Tell the AI about your agency: services offered, package tiers, qualifying criteria per project type, and minimum engagement requirements. Use our agency-specific template to get started in minutes.

  2. AI Qualifies & Collects 24/7

    The intake agent asks project-specific questions: campaign type, target audience, budget range, timeline, and success metrics. It adapts its questions based on each prospect's answers - probing vague responses for the specifics your team needs.

  3. Complete Brief Assembled

    During every conversation, the AI captures structured data: project scope, audience definition, competitive context, brand guidelines, and measurable goals. Vague answers are probed before being accepted.

  4. Structured Record Delivered

    Receive a complete intake record: project type, audience, budget, timeline, goals, and decision-maker details. Ready for your team to review and kick off - no follow-up emails needed.

  5. Discovery Call With Full Context

    Your account manager enters the discovery call with a complete brief. The prospect is qualified, expectations are documented, and the conversation starts strategic - not from scratch.

Head to Head

AI Intake vs. Static Questionnaires

See how AI-powered agency intake stacks up against the onboarding questionnaires and PDF briefs your clients are already ignoring.

Vague Answers

Traditional

Accepts "young audience" and moves to next field

With Gnosari

Probes: "What age range? What industry? What life stage?"

Completion Rate

Traditional

Average form completion: 21.5%; Typeform: 47.3%

With Gnosari

Conversational engagement with adaptive follow-up

Brief Quality

Traditional

90% of briefs modified after submission; 0% always complete

With Gnosari

AI confirms completeness before delivering - no rebriefing needed

Budget Qualification

Traditional

Open text field or dropdown range - no context captured

With Gnosari

Captures budget, timeline, and scope in context of the project

Onboarding Time

Traditional

15+ hours/client; 5-10 day launch delay

With Gnosari

~30 min AI conversation; same-day readiness

Follow-Up Burden

Traditional

4-6 hours/week per account manager chasing answers

With Gnosari

Near zero - AI collects, structures, and delivers

Agency Types That Capture Better Briefs With AI Intake

From full-service digital agencies to freelance creatives, AI intake works across every agency model that depends on getting complete information upfront.
  • Digital Marketing Agencies
    Collect complete project briefs for web, content, and paid media engagements without 2-5 hours of discovery calls.
  • Branding & Creative Studios
    Capture brand vision, competitor landscape, and creative direction before the first concepting session.
  • Freelancers & Small Studios
    Professional intake that qualifies budget and scope without dedicating unbillable hours to discovery.
  • Development Agencies
    Scope technical requirements, integrations, and timeline constraints before estimating hours.
Common Questions

AI Agency Intake & Brief Collection - Your Questions

How AI-powered agency intake works, what it collects, and why it outperforms onboarding questionnaires and PDF briefs.

Still have questions?

Our team is here to help you get started.

Get Started FreeRead Guides

What does Gnosari's Agency Project Intake agent do?

Gnosari's Agency Project Intake agent turns the creative brief into a conversation: the company and the audience, the problem the work has to solve, deliverables, the deadline that matters, the budget range, who signs off and what assets already exist. Gnosari is the product that provides it. It asks one question at a time and posts a typed brief into your CRM before anyone books a scoping call.

How do I qualify project enquiries before booking a scoping call?

Create a free Gnosari account and name what your brief template already asks: business and audience, objective, deliverables, deadline, budget range, decision maker and existing brand assets. Put the link on your contact page and in your proposal follow up. Gnosari runs the conversation, presses for a budget range and a real deadline, and posts the brief into HubSpot, Pipedrive or Notion through a webhook, Zapier or Make.

Who at an agency uses this?

New business leads, account directors and studio managers at branding, digital, media and production agencies use it so a first call starts from a written brief. The strategist reads the objective and the budget range before spending an hour on a call that was never a fit. Gnosari collects the brief and never sends a proposal or a rate.

Does Gnosari quote a fee or commit the agency to a timeline?

No. Gnosari collects information and never quotes a fee, never commits to a delivery date and never says the agency can take the work. It records the budget range and the deadline as the client states them and hands the brief to your new business team, who scope and price it. The client is told plainly that a person from the agency will come back to them with the next step.

Does Gnosari send briefs into HubSpot or Pipedrive?

Yes, through a webhook. When a brief is complete, Gnosari posts a signed JSON payload to any address you give it, and a Zapier Catch Hook or a Make webhook routes it into HubSpot, Pipedrive, Notion or the CRM and project tool you already run. Nothing is installed on either side, and the brief is already in your Gnosari inbox before delivery starts, so a failed endpoint never loses an enquiry.

What does project intake cost on Gnosari?

Gnosari has a free plan that takes no card and carries a hard monthly cap on conversations, enough for one agency testing briefs from its contact page. Paid plans add volume, with overage charged per conversation above the included amount, and an annual term costs two months less than paying monthly. The current numbers are on the Gnosari [pricing page](/pricing).

Can the brief look like it belongs to our agency?

Yes. A Gnosari agent takes your colours, your logo and your wording, runs on your own domain as an embedded widget or a page, and asks the questions in the voice your team already uses with clients. The prospect never leaves your site to answer, and the brief that reaches your CRM uses the field names your account team reads every day.

Can it collect the assets and references with the brief?

Yes. Gnosari asks for the logo files, the brand guidelines, the sitemap or the reference links as part of the same conversation and accepts each upload there, so the studio starts with the material instead of chasing it after kickoff. Everything arrives attached to the brief in one record, with the source of each file recorded.

Five minutes from now you could have one collecting data.

Free to start, no card, and it is asking your questions before your coffee goes cold.
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