Choose a client from the left to view their intake details.
Client Onboarding Intake
Fill out all sections — your team will receive a notification when submitted.
Account Manager — Pre-fill
Fill in everything you already know from the sales call or website research. Fields you complete are highlighted in gold. When ready, generate a link and send it to the client — they'll see your entries and only need to fill in what's missing.
Client link ready — click to copy:Click anywhere on this box to copy to clipboard
Email notifications: Paste your Formspree form ID to email submissions to analytics@realtimemarketing.com.
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Client info
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Services
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Details
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Submit
Intake submitted
Your information has been received. This link is now read-only — our team is reviewing your intake and will follow up within 1 business day.
Need to make a change? Contact your account manager directly.
Intake submitted!
Saved to the dashboard and email sent. Our team will follow up within 1 business day.
Delete this intake?
This will permanently remove the client record from the dashboard. This cannot be undone.
