For Agencies
Run the same intake workflow for every client who buys the same service. One template per service type. Scale without more PM time.
Build a Better Content Pipeline
As your agency grows, content collection becomes a bottleneck. Project managers spend hours chasing clients, organizing responses, and following up. That's time that could go to higher-value work.
Snappy Intake runs full intake workflows that map to the services you sell. One template per service type (full website, landing page package, brand plus site). Every client gets the same workflow. You get consistent content and a completion checklist so you know when intake is done.
Handle 10 to 20+ clients per month without hiring more project managers. Scale efficiently while keeping quality and professionalism high.
Why Agencies Choose Snappy Intake
Scale Without Hiring
Handle more clients without hiring additional project managers. Let AI handle intake conversations while your team focuses on design and strategy.
Service-Mapped Templates
One intake workflow per service you sell. Every client who buys that service runs the same workflow. Same data, same quality, every time.
Completion Checklist and Uploads
See which phases of each workflow are done. Clients upload files and links in one place. Everything stays with the project. No manual organization required.
Efficiency Improvements
Reduce time spent on content collection by 2 to 4 hours per project. Multiply that across 10 to 20+ clients per month and you save significant time and resources.
How It Works for Agencies
One Template Per Service
Set up a full intake workflow for each service you sell. Use the template library or your own. Same workflow for every client who buys that service.
Deploy at Scale
Send one workflow link per client. Each gets the same professional experience. Manage everything from one dashboard.
See What's Done
Use the completion checklist to see which phases are done. Structured content, sitemaps, overviews, and client uploads in one place. Your team can start designing right away.
Built for Agency Growth
Consistent Quality
Service-mapped templates mean every client gets the same workflow for that service. Same data, same quality. No variation in completeness across projects.
Scalable Pricing
Pay per project, not per month. As you grow, costs scale with usage. No expensive subscriptions or per-seat pricing. Simple, transparent costs.
Team Efficiency
Free up your project managers to focus on higher-value work. Let AI handle intake conversations while your team handles strategy, design, and client relationships.
Future Team Features
Team collaboration features and white-labeling options are coming soon. Build your agency's content pipeline on a platform designed to grow with you.
Common Questions for Agencies
Yes. Create one full intake workflow per service type (e.g. full website, landing page package, brand plus site). Customize by industry or client type if you want. Every client who buys that service runs the same workflow. Same data, consistent quality.
You get structured content you can copy into your tools. Share read-only project views so your team sees the full conversation, sitemap, and business overview. Share via your existing tools like Dropbox or Basecamp. Richer export options are on our roadmap.
You pay per project. No per-seat or monthly fees. As you handle more clients, costs scale with usage. Easy to budget and pass through to clients.
Projects are accessible to your organization. Share read-only project views with your team or export content to your existing tools. More team features are on our roadmap.