Client intake is the starting point of every project in Sensra. Good intake gives the AI enough context to draft a useful proposal and scope of work. This article explains how to collect and manage intake.
What belongs in intake?
Project intake is not a generic survey builder — it exists to capture the project context needed for scoping. Aim to collect:
- Goals: What does the client want to achieve?
- Requirements: Specific features, capabilities, or deliverables they need.
- Budget range: A rough range helps scope the proposal correctly.
- Timeline: Hard deadlines or preferred launch windows.
- Constraints: Technical limitations, existing systems, compliance requirements.
- Decision-maker context: Who signs off, what matters to them, how they prefer to communicate.
- Client responsibilities: What will the client provide — content, access, approvals?
Two ways to collect intake
Self-fill (internal notes): After a discovery call, open the project and fill in project intake notes yourself. This is the fastest path for existing client relationships.
Client link: Share a project intake link with the client and let them fill it in directly. The submission lands in your workspace under the project automatically. See Sharing proposals and links for details on public links.
Website intake forms
Project intake links are different from Advanced Website Intake Forms. Project intake links are created inside one project for one client engagement. Advanced Website Intake Forms embed a form on your website to capture new inbound project requests, and they are available on Studio.
Reviewing submitted intake
Open the project Intake tab or the Submissions area to review client-submitted intake. You can merge the useful details into the project notes before moving to proposal generation. Intake submissions are what Sensra uses when drafting a proposal.
When is intake ready to use?
Intake is ready when you have enough detail to draft a realistic proposal. The client does not need to fill in every field — partial intake can still produce a useful first draft, with missing details kept visible for follow-up.
Intake templates
If you run similar projects repeatedly (website redesigns, brand audits, marketing retainers), create a reusable project template so you are not rebuilding the same intake and planning structure each time. Templates are available from the Templates section.