When to use consulting intake
Employ an intake process whenever you receive a new inquiry to avoid misaligned expectations.
A practical example of consulting intake
For example, a freelancer uses an intake form to capture a startup’s branding goals, budget ceiling, and decision‑maker contacts before drafting a proposal.
How it applies to Ideoreto
Use this reference when preparing a project introduction or explaining your work on Ideoreto. Registration does not guarantee work, collaborators or funding.
Key takeaways
- Confirm the intake form captures project goals, budget, and timeline.
- Validate that the client’s primary contact information is recorded.