The goal
What should be different when the project is finished?
TALKING LINKS
TALKING LINKS
CLIENT INTAKE FORM
Send one link before the meeting. Your client can explain the project by voice or text. Talking Links can clarify an important missing detail and organise the response into a brief you can review.
No client account required.THE INTAKE PROBLEM
Sometimes the client could explain most of it in sixty seconds.
“We run a small hotel and want to rebuild our website before the November season. Most bookings currently come through third-party sites, so we want more direct bookings. We already have photography and branding. Our budget is around $8,000, but we're unsure how the booking integration should work.”
CLIENT INTAKE GUIDE
Collect the information you genuinely need before the next conversation or decision. For many service businesses, these six areas are enough to start.
What should be different when the project is finished?
What does the client actually need help with?
When does it need to happen, and is the deadline fixed?
What range are they working within?
Website, brand assets, copy, systems, research or previous work.
What could affect delivery, and who needs to approve the work?
START WITH ONE GOOD QUESTION
Give the client enough direction to explain the project naturally. Then ask for a missing detail only when it matters.
Tell us what you're trying to achieve, what you need help with, when you need it, your approximate budget, and anything already in place that we should know about.
USEFUL FOLLOW-UP
If the client already mentioned the budget, don't ask for it again. A useful follow-up should close the important gap.
○ Deadline
“Is there a date you need the new site live by?”
✓ Deadline - Before November campaignTHE OUTPUT
Keep the client's original response for context while organising the useful details into a brief that is easier to review before the meeting.
Prepared from the client's response
Increase direct hotel bookings and reduce dependence on third-party booking sites.
Website design, development and booking integration.
Before the November campaign.
Approximately $8,000.
Brand identity, photography and the existing website.
Preferred booking platform has not been decided.
BEFORE THE FIRST MEETING
Start with the project, not “So, tell me a little about what you're looking for.”
DIFFERENT WORK, DIFFERENT CONTEXT
KEEP INTAKE USEFUL
Ask only for information you actually need before the next step. A shorter, relevant intake is easier for the client to answer and easier for you to review.
Don't ask clients to send passwords, payment-card details or other secrets through a general intake response.
Client prefers talking? Let them speak.Prefers typing? Let them type.
How voice forms work →CLIENT INTAKE FAQ
Practical answers about what to collect, when to send an intake, and how Talking Links fits into the process.
A client intake form collects the information you need before starting work or deciding the next step. That often includes the client's goal, scope, timeline, budget, existing materials and important constraints.
Include only the information you genuinely need before the next conversation or decision. For many service businesses that means the goal, scope, timeline, budget, what already exists, and any constraints or approvals that could affect the work.
It is often useful before the first discovery call, consultation or project-scoping meeting so you can start the conversation with basic context already available.
Client intake happens before or around the point where you decide what the client needs and whether you are a fit. Onboarding usually happens after the work is agreed and covers the information needed to begin delivery.
Yes. With Talking Links, the client can speak or type their response from the same link.
Yes. When an important detail is missing, Talking Links can ask a useful follow-up instead of forcing every possible question into the original intake.
No. Clients can open the link in a modern browser and respond without creating a Talking Links account.
Yes. The original response stays available for context alongside the organised brief.
EARLY ACCESS
Send one link. Let the client explain the project. Start the conversation with the context already in front of you.
No marketing emails. We'll only contact you about Talking Links access.