Client Onboarding & Communication | Automated Brief Collection for Freelancers | Client Intake Form | Project Dashboard | Notion Template

Structure Your Communication

A clean, customizable Notion form template designed for freelancers who want to simplify their client onboarding process.

No more endless back-and-forth emails — this intake form helps you collect all essential project information upfront, from contact details to visual preferences, timelines, and reference materials. It's your one-stop solution to get clear, organized briefs while respecting client privacy.

✅ What this template helps you do

• Collect all project details in one place
• Set clear expectations with clients
• Respect client privacy — no public form responses
• Save hours of email follow-up
• Present yourself professionally from the first contact

✅ Perfect for

• Designers
• Copywriters
• Brand consultants
• Any freelancer offering custom creative services

📬 Use this template to

Streamline your process, impress your clients, and focus more on the creative work — not the admin work.

⚙️ What’s Inside the Template

1. 🧱 Flexible Form Builder

Easily customize the form to fit your workflow. Add or remove fields based on your service type — support includes: text input, selections, file uploads, link pasting.

Perfect for collecting clear, structured information right from the start.

2. 📊 Auto-Organized Response Table

All client submissions are automatically stored in a centralized database.

3. 📁 Individual Dashboard

Each client’s response opens into a dedicated page — a mini dashboard for each project.

You can:

• Review their inputs and uploaded files in detail
• Add internal notes after reading their brief
• Keep track of questions or ideas for follow-up

4. 📺 Stay Updated Like Social Media

【New in Notion: Feed View】

• See new client submissions like social media updates — fast, visual, and easy to track
• Stay on top of new activity without digging through tables

💡 Note

1. All products remain the exclusive intellectual property of Structra. By downloading or purchasing any product, you agree to the terms of use.
2. Any unauthorized use — including but not limited to reproduction, resale, redistribution, public display, or transmission — is strictly prohibited.
3. All licenses are priced for individual use only. For team use, please purchase one license per user.