The 27-Question Client Intake Form Every Small Agency Actually Needs

Most agency onboarding fails before the kickoff call happens. Not because the team isn't good. Not because the client is difficult. Because nobody collected the right context upfront, and the kickoff call becomes the place where everyone discovers what they don't know yet. The intake form is the fix. Not a 3-question "tell us about your project" form. A real one. Here's the framework we use — 27 questions across 6 categories — and why each group of questions matters. Why intake isn't optional Wh