Features
Full intake workflows per service. Templates that map to the data you need. One workflow per client project. Customize, automate, and organize in one platform.
AI Workflows & Service Templates
Run full intake workflows that match the services you sell. One template per service type. Each template is a multi-phase workflow that collects everything you need. Use ours or create your own.
Template Library
Ready-made building blocks: Discovery, Brand, Core Website, Misc Pages (FAQ, testimonials, lead magnets, blog), SEO, and Legal. Assemble them into workflows or use them as starting points.
Templates & Reusability
Service-mapped templates that match your offerings. Full site, landing page, brand discovery. Each runs as an end-to-end workflow. Reuse the same template for every client who buys that service. More industry-specific options are on our roadmap.
Content Completion Checklist
See which phases and steps of each workflow are done. Know when intake is complete so you can start designing. No guessing what's missing.
Project Assets & Uploads
Clients upload files and link external assets. Everything lives with the workflow. No separate email threads or cloud folders to track.
Branding & Style Customization
Customize personality, tone, and style to match your brand. Create a consistent experience that reflects your design aesthetic and professional standards.
Personality Customization
Set the tone of your AI. Friendly and conversational, professional and formal, or anywhere in between. Matches your client communication style.
Sitemap Generation
Automatically generate structured sitemaps from client conversations. Clear view of pages, sections, and content hierarchy. No manual organization.
AI-Guided Conversations
Natural, conversational AI that asks follow-up questions. Get complete information. No vague answers or missing details.
Content Quality Improvements
Detailed, comprehensive responses instead of vague one-liners. The AI guides clients to provide complete information and avoid writer's block.
Business Overview Generation
Comprehensive business overviews from client conversations. Structured summaries of company information, services, and key details.
Content Quality Scoring
Quality scores for collected content. Identify what needs follow-up. See at a glance which projects have complete information.
Custom Bot Instructions
Write detailed instructions for your bots. Tailor the conversation flow and information gathering to your process.
Export & Share Content
Copy structured content into your tools. Share read-only project views with your team. Richer export options like PDF and CSV are on our roadmap.
How Features Improve Your Business
Better Client Experience
Customizable branding and personality create a professional, consistent experience that reflects your brand. Clients feel more confident and engaged throughout the process.
Time Savings
Service-mapped workflows, the template library, and auto-generated sitemaps and overviews cut hours of manual work. Focus on design instead of organizing content.
Higher Quality Content
AI-guided conversations ensure you get complete, detailed responses. Quality scoring helps you identify what needs attention before you start designing.
Scalability
One workflow per service. Reuse the same template for every client. Handle more projects without more workload. Scale without hiring more project managers.
Common Questions
Yes. Templates map to the data you need for each service. Pick or create a template for that service type (full site, landing page, brand discovery). Every project runs the same workflow. Same data, same quality, every time.
For your clients, the experience is familiar and conversational. Snappy Intake adds full intake workflows: templates that map to each service, multi-phase flows, and your branding. Clients don't need an account. All data flows back to you. We layer AI on top to create summaries, structured content you can copy into your tools, and sitemaps. Richer export options like PDF and CSV are on our roadmap.
No. Your clients start chatting with no account. No barriers. They can provide as much content as you need, when they need it.
You get one organized view: the full conversation, a generated business overview, content quality indicators, and an AI-generated sitemap you can adjust. Use the completion checklist to see when the workflow is done. Copy content into your tools or share read-only project views with your team. More export options are on our roadmap.
Yes. Use one template per service type. Full site, landing page, brand discovery. You can add industry-specific instructions within a template. Same workflow for every client who buys that service. More industry-specific options are on our roadmap.
Copy structured content into your design tools. Share read-only project views so your team sees the conversation, sitemap, and business overview. You can share links or use your existing tools like Dropbox or Basecamp. Richer export options are on our roadmap.