Client onboarding that arrives ready to use
Collect the brand details, files, access, audience notes, approval rules, and delivery requirements your team needs before the first cycle starts.
Finch Studio
New client intake
86% complete
Brand basics
Values, voice, logos, links
Files & assets
Brand guide, logos, templates
Platform access
Social, ads, analytics accounts
Audience & offers
Target audience, offers, positioning
Approval preferences
Approvers, rules, turnaround times
Delivery requirements
Cadence, formats, deadlines
Last updated May 12, 2026
Start every client handoff in 3 steps
Build your intake template
Choose the questions, file requests, and permissions you need. Save as a reusable template so every new client starts consistent.
Share intake link
Client preview
Finch Studio
Client intake
Secure · Takes ~15 min
Send one branded link
Send the link from Blae, your CRM, or proposal tool. Clients complete intake in a clean, easy-to-follow experience.
Intake progress
Track what is still missing
See what is received, requested, and blocked so nothing slips through the cracks.
Every answer becomes operational context.
Intake responses flow straight into the client workspace so nothing gets retyped, lost, or buried in documents.
- Answers are structured, not scattered
- Context is linked to the right client
- Delivery teams start with what they need
- Fewer kickoff calls, faster first deliverable
Brand voice
Friendly, confident, helpful
Platform access
Instagram, Facebook, TikTok
Target audience
Women 25-45, Canada & US
Offers
Courses, coaching, templates
Approval owner
Olivia Rhye
Posting cadence
3 posts per week, 2 reels
First deliverables generated
Delivery team briefed
Everyone has the context before work begins.
Files do not disappear after the form
Assets live in Blae, organized by client, tagged, and ready for every deliverable.
Access requests stay visible
Every request is tracked until it is granted.
Approval preferences follow the work
Rules, approvers, and turnaround times apply to every deliverable.
"
Kickoff stopped feeling like a chase. The team starts with the files, rules, and context already in Blae.
Agency operations lead
Social media agency
intake complete
Average across active clients
files received
Across all intake
access requests tracked
Waiting on client action
client workspace
All context in one place
Onboard clients without the chase
Collect everything up front so your team can focus on delivery, not digging for details.