Marketing & Audience
Conversational

Project intake (Standard, conversational)

Gather project scope and decision details before planning delivery.

10questions
~3 minto complete
Freeon every plan

Opens in the builder, fully editable. No card required. Part of the Project intake template with 2 other forms.

What is inside

10 questions, ordered so the easy ones come first. Every one is editable — delete what you do not need and add your own.

1What must this project achieve?Long text
2Who is the work for?Long text
3What do you need delivered?Long text
4What is your full name?Short text
5What email address should we use?Email
6When is the work needed?Date
7Which organisation is this for?Short text
8What is the available budget?Currency
9What should people understand or do?Long text
10What examples should we review?Long text

Make it yours

Three things worth changing first

Put your brand on it
Swap the theme, drop in your logo and typeface, or lock it all with a brand kit so every form matches.
Change what the logic does
Edit the branches on any question, or add your own conditions so the follow-ups fit how you work.
Send it where you work
Push responses to Slack, a spreadsheet or your CRM the moment they land, with no export step.

Questions about this form

Is the Project intake (Standard, conversational) form free to use?

Yes. It opens in the builder on the free plan as part of the Project intake template. Some fields, such as payments or file uploads, need a paid plan to publish.

Can I edit the questions in Project intake (Standard, conversational)?

Everything is editable: reorder, rename, delete or add any of its 10 questions, and change the logic between them.

Can I switch it to single-page?

Yes. Either experience works with the same questions; switch it from the form's design settings at any time.

Where do Project intake (Standard, conversational) responses go?

Into your Onlyform workspace, and from there to Slack, Google Sheets, Notion, your CRM or any endpoint via integrations.