Qualify clients before the call.

Send an AI intake form, get a clear brief, and only take calls that are worth it.

Intakly turns new inquiries into structured project briefs with budget, timeline, and fit signals — so you know who to prioritize and what to propose.

What You Get

A complete pre-sales system that handles the busywork.

AI-Generated Project Briefs: Instantly see the budget, timeline, and scope. No more guessing.
Structured Client Data: Get answers to the questions that matter: 'What is your budget?' 'When do you need this?'
Lead Fit Score (0-100): AI analyzes the lead and gives you a Fit Score (0-100) so you know who to prioritize.

Trusted by 500+ consultants and agencies worldwide

"I stopped chasing vague leads. I talk to people who are ready." — Sarah J., Brand Consultant
"I can send a solid proposal within minutes of a new inquiry." — Mike T., Agency Owner

The Consultant's Dilemma

Most inquiries are vague, leading to endless back-and-forth emails and discovery calls that go nowhere.

The Old Way

"Hi, I need a website. How much?" (No details)
30-min call just to find out their budget is $500.
Chasing clients for content and basic requirements.
Manual proposal writing for unqualified leads.

With Intakly

Instant revenue visibility (Budget & Scope).
90% fewer wasted discovery calls.
Structured briefs ready for proposal.
Professional first impression that justifies higher rates.

From inquiry to brief in minutes

Three simple steps: intake form, AI analysis, and an AI Project Brief.

1. Send your intake form link Share a single AI-ready intake form instead of juggling DMs, email threads, and PDFs.
2. Clients answer smart questions Clients fill in project details, goals, budget, and timeline in a clean, guided flow.
3. Get an AI Project Brief Intakly turns responses into an AI Project Brief with budget, scope, and Fit Score — ready to review or turn into a proposal.

Who This Is For

Independent Consultants
Small Agencies
B2B Service Providers

See the intake → brief flow

Clients see a simple form. You get a full AI Project Brief.

After submission, Intakly generates a clean AI Project Brief summarizing budget, scope, timeline, and potential red flags — ready to use in your CRM or proposal.

Mobile App Design
Budget options: $5k - $10k, $10k - $25k, $25k+

Everything you need, nothing you don't.

Focused on the pre-sales workflow for consultants.

AI-Powered Summaries: Get a concise 1-paragraph summary of every inquiry, highlighting red flags and opportunities.
Structured Project Briefs: Turn open-ended ramblings into clear constraints: Budget, Timeline, Scope, and Deliverables.
Public Shareable Link: Your own branded intake page. Put it in your email signature, LinkedIn bio, or website.
Private & Secure: Your client data is yours. We don't share it. Secure by design for professional agencies.

Stop wasting time on unqualified calls.

Only talk to clients who are ready to move forward.

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