Client Intake System Setup

Ready to organize your client requests in one professional system?

Complete this brief so SACKO CONCEPT can prepare your branded form, connect it to Google Sheets and organize the information your business needs from clients.

Start My System Brief View setup options

Business formGoogle Sheets trackingCustom URL option

01Business details

02Brand assets

03Questions needed

04Delivery link

Contact Information

Full Name Email Address WhatsApp Number Country / City

Project & Business Details

Project Name Business Name Business Type Website or Social Link

What does your business offer?

Brand Assets

Do you already have a logo? Preferred colors Brand style Brand assets link

Files: if you do not have your logo, colors or images ready, you can send them later by WhatsApp or email.

System Setup Option

Starter Intake System1 FormOne branded form connected to one Google Sheet. RecommendedPro Intake System2–4 FormsMultiple forms, organized sheet tabs and cleaner workflow. Business Automation SystemAdvancedSeveral forms, tracking dashboard and workflow setup. Not sureAdviceSACKO CONCEPT will recommend the best setup.

Forms Needed

How many forms do you need? Explain what each form should be used for

Google Sheets Setup

Who should own the Google Sheet? Google email for access Do you want email notifications? Email to receive notifications

Ownership note: for full data ownership, we recommend creating the Google Sheet with your own Google account and sharing editor access with SACKO CONCEPT during setup.

Delivery Link & URL Preference

How would you like your system link to be delivered? Do you already own a domain name? Your current domain name Preferred custom URL

Any note about how you want the link to appear?

Delivery note: a standard project link is included. A custom URL or fully branded delivery may require extra configuration, domain access or an additional setup fee.

Deadline & Final Notes

Desired deadline Payment status

Anything else we should know? I understand that SACKO CONCEPT will review my brief before confirming the setup. I understand that setup may require Google Sheets access, domain access or a delivery link configuration depending on the options selected.

Your brief will be sent to SACKO CONCEPT for review.