3 Client Intake Form Templates You Can Copy Today
Free client intake form templates for a creative brief, website brief and consulting scope, with the questions to ask and the automation to add. PDF included.
How to Set Up a Client Intake Process That Runs Itself
Design a client intake process that captures everything once, filters early and creates the project for you. Step by step, with a form builder walkthrough.
Billable Utilisation: How to Measure It (and What a Good Rate Is)
Billable utilisation = billable hours ÷ available hours. How it differs from billable %, a six-person worked example, targets by role and how to lift it.
How to Stop Over-Allocating Your Team
Plan against real capacity, not contracted hours. A five-step routine to spot over-allocation across projects and fix it before deadlines slip.
