Web Design Project Client Intake Form
Estimated Time: 15-20 minutes Difficulty: Easy Team Size: 1 (client completes solo) A complete client intake form for w...
5 steps
2 fields
Marketing Questionnaire
Marketing intake form for Tallyfy
Get complete creative briefs the first time
Creative teams waste hours chasing down missing details from vague requests. This Tallyfy form forces requesters to specify audience, message, deadline, and deliverable type upfront - so your designers can start creating instead of mind-reading.
3 steps
9 fields
2 automations
Use this form in Tallyfy with people, AI, and conditions
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Customer fills "Creative Request Form" form | CX Customer | On time |
| Status: Active | 2. AI summarizes and tags submission | Claude AI agent | 3m left |
| Status: Waiting | 3. Reviewer approves and assigns | RV Reviewer | 4h left |
| Status: Conditional | 4. Auto-trigger next workflow | Conditional On approval | Auto |
Tallyfy is the accountability layer that lets this form trigger a hybrid people + AI workflow.
Form fields
Form Preview
Enter text...
Enter text...
Select option...
Enter text...
Which brand, product, or campaign is this for?
Enter description...
Who are we talking to? Be specific about demographics, job roles, pain points.
Enter description...
What is the one thing you want people to remember?
Select date...
When do you need the final deliverable?
Enter text...
If there is a budget for external resources, what is it?
Enter text...
Link to examples, inspiration, brand guidelines, or existing assets.
This is a preview. Sign up to use this form.
Related templates
Budget & Project Funding Request Form
Budget & Project Funding Request Form Simplify your project funding requests with this structured 10-minute form design...
7 steps
11 fields
Financial Services Startup requests funding
Employee Vacation & Leave Request Form
Estimated Time: 2-3 minutes Best For: All employees requesting time off Approval: Routes to direct manager automatically...
1 steps
11 fields
1 automations
Human Resources requests
Vendor Request for Quotation (RFQ) Form
Estimated Time: 5-10 minutes to complete form Best For: Procurement teams, purchasing managers, project managers Workflo...
5 steps
10 fields
Sales requests Quotation
Why Tallyfy is the AI control layer
Phase 1
Set up
Define the recipe 1
Define process steps
You can't automate without a recipe.
2
Set deadlines and conditions
AI needs structure.
3
Assign each step
Person, AI, or rule. The right doer.
Phase 2
Run
People + AI working together 4
Launch
One click. No glue code.
5
AI handles routine tasks
Fewer mistakes and hallucinations.
6
People approve
Accountability. You can't blame AI.
Phase 3
Track and improve
Audit and learn 7
Track real-time status
AI sessions are a nightmare to track alone.
8
Audit and improve
Gradual shift, never total re-do.
Ready to use this form?
Sign up free and start collecting responses in minutes.