Does this generate the SOW?

It generates a structured scope of work that can be attached to your contract or project management tool.

Is this for agile teams?

Yes, the roadmap provides the high-level vision while allowing for agile execution.

Typically the Account Executive or Project Manager fills this out during the internal handoff meeting.

Generate statements of work and project roadmaps

The contract is signed—now the real work begins. Intakly turns signed deals into actionable project roadmaps, ensuring your production team has the technical requirements and deliverables list they need.

From Intake to SOW

A post-sale project brief serves as the technical source of truth. It translates sales promises into a concrete SOW (Statement of Work), detailing technical requirements, milestones, and the exact deliverables list to prevent scope creep.

Pain points

Missing technical specs stalling the kickoff
Misalignment with the dev or creative team
Sales promising features that weren't documented

How Intakly helps

SOW automation for seamless handoffs
Clear technical requirements and deliverables list
Unified project roadmap for all stakeholders

Who this is for

Project Managers
Delivery Leads
Operations Directors

FAQ

Does this generate the SOW? It generates a structured scope of work that can be attached to your contract or project management tool.
Is this for agile teams? Yes, the roadmap provides the high-level vision while allowing for agile execution.
Who fills this out? Typically the Account Executive or Project Manager fills this out during the internal handoff meeting.

Details

What this use case is

This use case is for teams that do not want the handoff from sales to delivery to be a guessing game. After the deal is signed, you use an intake form to capture everything the delivery team needs to turn a contract into an executable plan.

How AI Intake Forms helps

AI reads the answers from sales, account managers, and sometimes the client, and turns them into a structured brief. It highlights dependencies, risks, and unclear areas so the first internal kickoff is about decisions—not discovery.

Key benefits

Fewer surprises after the contract is signed
A clear initial roadmap with deliverables, owners, and dates in one place
Less back-and-forth between sales, operations, and the technical team

Example workflow

As soon as the contract is closed, the sales team fills out the project brief intake.
Your team compares the intake data with the sold scope, using AI-generated summaries to spot gaps or risks faster.
The project manager reviews the summary and adjusts timing, phases, and responsibilities.
The kickoff call starts with an internal plan already aligned across teams.
The project brief becomes the single reference for execution and scope changes.

Call to action

Make sure sales promises become clear, realistic delivery plans. Use an AI-powered intake to turn every signed contract into a project brief that is actionable and aligned with how your team actually works.