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From Disorganized Intake to Auto-Created Client Briefs in 2 Minutes

Automation
CLIENT
Client: Vision and Design (visionanddesign.co.uk)
WHEN
2025

🔎 Problem

Manual onboarding delayed project starts and led to inconsistent, incomplete data collection. V+D needed a system that automated early client intake, reduced manual tasks, and improved client engagement from the start.

💡Solution

We implemented a a guided intake system that collects client details, standardizes briefs, and triggers personalized follow-ups—all without manual effort.

📈 Outcome

  • 6-8hrs saved weekly
  • 1,800€ estimated value / month - equivalent to approximately 24 hours / month in admin time eliminated
  • Kickoff happens 2 days sooner
  • 1-3 fewer revisions per project thanks to clearer briefs

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