Automated Brief Collection

Client Onboarding & Communication Tool for Freelancers, Client Intake Form, Notion Template

Category

Content & Project Systems

Personal License

$2.5

Commercial License

/

Structure Your Communication

A clean, customizable Notion form template designed for freelancers who want to simplify their client onboarding process.

No more endless back-and-forth emails — this intake form helps you collect all essential project information upfront, from contact details to visual preferences, timelines, and reference materials. It's your one-stop solution to get clear, organized briefs while respecting client privacy.

Use this template to

Streamline your process, impress your clients, and focus more on the creative work — not the admin work.

DETAILS

What’s Inside

✅ Flexible Form Builder

Easily customize the form to fit your workflow. Add or remove fields based on your service type — support includes: text input, selections, file uploads, link pasting.

Perfect for collecting clear, structured information right from the start.

✅ Auto-Organized Response Table

All client submissions are automatically stored in a centralized database.

✅ Individual Dashboard

Each client’s response opens into a dedicated page — a mini dashboard for each project.

You can:

  • Review their inputs and uploaded files in detail

  • Add internal notes after reading their brief

  • Keep track of questions or ideas for follow-up

✅ Stay Updated Like Social Media

【New in Notion: Feed View】

  • See new client submissions like social media updates — fast, visual, and easy to track

  • Stay on top of new activity without digging through tables

What’s Inside

✅ Flexible Form Builder

Easily customize the form to fit your workflow. Add or remove fields based on your service type — support includes: text input, selections, file uploads, link pasting.

Perfect for collecting clear, structured information right from the start.

✅ Auto-Organized Response Table

All client submissions are automatically stored in a centralized database.

✅ Individual Dashboard

Each client’s response opens into a dedicated page — a mini dashboard for each project.

You can:

  • Review their inputs and uploaded files in detail

  • Add internal notes after reading their brief

  • Keep track of questions or ideas for follow-up

✅ Stay Updated Like Social Media

【New in Notion: Feed View】

  • See new client submissions like social media updates — fast, visual, and easy to track

  • Stay on top of new activity without digging through tables

What’s Inside

✅ Flexible Form Builder

Easily customize the form to fit your workflow. Add or remove fields based on your service type — support includes: text input, selections, file uploads, link pasting.

Perfect for collecting clear, structured information right from the start.

✅ Auto-Organized Response Table

All client submissions are automatically stored in a centralized database.

✅ Individual Dashboard

Each client’s response opens into a dedicated page — a mini dashboard for each project.

You can:

  • Review their inputs and uploaded files in detail

  • Add internal notes after reading their brief

  • Keep track of questions or ideas for follow-up

✅ Stay Updated Like Social Media

【New in Notion: Feed View】

  • See new client submissions like social media updates — fast, visual, and easy to track

  • Stay on top of new activity without digging through tables

What this template helps you do
  • Collect all project details in one place

  • Set clear expectations with clients

  • Respect client privacy — no public form responses

  • Save hours of email follow-up

  • Present yourself professionally from the first contact

What this template helps you do
  • Collect all project details in one place

  • Set clear expectations with clients

  • Respect client privacy — no public form responses

  • Save hours of email follow-up

  • Present yourself professionally from the first contact

What this template helps you do
  • Collect all project details in one place

  • Set clear expectations with clients

  • Respect client privacy — no public form responses

  • Save hours of email follow-up

  • Present yourself professionally from the first contact

Perfect for
  • Designers

  • Copywriters

  • Brand consultants

  • Any freelancer offering custom creative services

Perfect for
  • Designers

  • Copywriters

  • Brand consultants

  • Any freelancer offering custom creative services

Perfect for
  • Designers

  • Copywriters

  • Brand consultants

  • Any freelancer offering custom creative services

Please Note
  1. All products remain the exclusive intellectual property of Structra. By downloading or purchasing any product, you agree to the terms of use.

  2. Any unauthorized use — including but not limited to reproduction, resale, redistribution, public display, or transmission — is strictly prohibited.

  3. All licenses are priced for individual use only. For team use, please purchase one license per user.