Your Sensra workspace is the container for all your clients, projects, intake forms, proposals, and tasks. This article walks you through the initial setup so you can start collecting intake right away.
Step 1: Create your account
Go to app.sensra.io/sign-up and create an account using your email or a connected provider. No credit card is required for the Free plan.
Step 2: Name your workspace
After signing up you will be prompted to name your workspace. Choose a name that reflects your business — this name appears in the dashboard and in client-facing links. You can change it later from workspace settings.
Step 3: Create your first client
Navigate to Clients and add a new client. Give the client a name and any relevant contact details. Clients are the top-level containers for the projects and intake you collect for them.
Step 4: Create your first project
Inside a client, create a project. The project holds the intake submissions, proposal documents, and task board for a single engagement. A good project name is something descriptive like "Website redesign Q3 2025" rather than just the client name.
Step 5: Collect project intake
Open the project Intake tab. Add discovery notes yourself or create a project intake link for the client. Collect the fields that matter most for that engagement — goals, budget range, timeline, constraints, and decision-maker contact.
What's next?
Once your workspace is set up, share a project intake link with a client or fill in notes yourself after a discovery call. See Collect Client Intake for the next steps.