Collect the details your team needs to start work. AskInstead asks follow-up questions and returns an organized brief from voice or text answers. Review the organized brief before your next step.
Start with the current process and the people involved. Then ask what must be ready before work starts.
Fields to request
Current process
Main contact
Approver
Dependencies
Available materials
Preparation
What is the current process for this work?
Who is our main contact, and who approves changes?
Which systems or other teams does this work depend on?
Which materials are ready, and which materials still need preparation?
What must happen before work starts, and who is responsible?
Follow-up
Clarify the answer before the next step.
An answer can leave an important detail unclear. A follow-up question asks the client to explain it.
AskInstead
Which materials are ready, and which materials still need preparation?
Client
The content is nearly ready. We are waiting for approval.
AskInstead follow-up
Which content still needs approval, and who will approve it?
Client
The service descriptions still need approval. Our marketing director will review them on Monday. The logo and contact details are ready.
Result
Review the details in one brief.
The result includes a summary, transcript, and the fields you requested. A voice recording is available when the client uses voice.
Review the reported details with your team. Confirm open items and responsibilities with the client before work starts.
Client intake brief
Current process
The client reviews website content in a shared document before it goes live.
Main contact
The project coordinator manages questions and provides the materials.
Approver
The marketing director approves the content and changes.
Dependencies
The website team needs approved content before it can complete the pages.
Available materials
The logo and contact details are ready. Service descriptions still need approval.
Preparation
The marketing director plans to review service descriptions on Monday. Confirm the date before scheduling work.
How to use AskInstead for client intake
01
Define the intake details
Describe the agreed work and the details your team needs. Edit the draft questions and select the requested fields.
02
Share the conversation link
Publish the conversation and share its link. The client answers by voice or text. AskInstead asks follow-up questions to clarify incomplete answers.
03
Review preparation with your team
Read the summary, transcript, and requested fields. Export a CSV file when you need the details in another system.
Client intake questions
What is client intake?+
Client intake collects the details needed to start agreed work. These details can include contacts, current processes, available materials, and dependencies.
How does client intake differ from client discovery?+
Client discovery helps define the project. Client intake collects the details needed to start the agreed work.
Use AskInstead when fixed questions can leave details unclear. Clients answer by voice or text, and follow-up questions can clarify incomplete answers.
Can I export the intake details?+
Yes. Review the organized result in AskInstead, then download a CSV file for the conversation. Use the file in a spreadsheet or another system.
Do clients need an account?+
No. Clients open the shared link and answer by voice or text in their own time.
Can I change the questions and follow-up questions?+
Yes. Review and edit the draft questions before publishing. Smart mode allows one clarification per question. You can allow more detail or disable follow-ups.
What does the free test include?+
You can create a test link and see a private brief without signup. The test includes one response, up to five minutes. Test answers expire within 24 hours. Use sample details for the test.
Try a client intake conversation.
Create a free test link, answer with sample details, and review your private brief.
No signup. One response, up to five minutes. Test answers expire within 24 hours.
