The Agency Hub

Resources

The Time Box.

<aside> <img src="https://super.so/icon/dark/alert-circle.svg" alt="https://super.so/icon/dark/alert-circle.svg" width="40px" /> This page serves as a central location to sort and organize all intake (or onboarding) forms sent to and received from your clients. You can delete this callout after reading.

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Notion Client Intake Form

Notion Form Instructions

To send your client the intake form as a Notion page, follow these steps:

  1. Click “Share” in the top-right-hand-corner of the screen. Toggle on “Share to web”.
  2. Option 1: Toggle on “Allow editing”. This allows the client to type their answers directly into the page, which will auto-update the page in your Notion account as well. Note: This option requires setting up separate pages/forms for each client.
  3. Option 2: Toggle on “Allow duplicate as template”. This requires the client to duplicate the form into their own Notion account, so you can send the same page to all of your clients. Once they're done, they'll need to Export as a PDF and email/send it back to you or send you a share/duplication link.
  4. You can send the form by inputting your client’s email in the “Invite” field or sending them the “Copy web link”.