The Problem with Traditional Onboarding
Every new client means a flurry of emails. What's your budget? Who's the primary contact? Do you have brand assets ready? Most agencies spend 2–4 hours per client just gathering the basics — before any real work begins.
Pabble replaces that chaos with a single, professional intake form that kicks off everything automatically.
How It Works
1. Build the intake form in minutes
Use Pabble's drag-and-drop builder to add the fields that matter to your workflow — file uploads for brand assets, dropdowns for project type, date pickers for deadlines. No coding required.
2. Trigger automations on submission
When a client submits the form, Pabble can:
- Send a confirmation email with next steps
- Notify your Slack channel with a summary
- Create a task in your project management tool via webhook
- Add the client to your CRM via the integrations
3. Review responses in one place
Every submission lands in Pabble's response dashboard. Filter by project type, export to CSV, or set up conditional logic so certain answers route to different team members automatically.
Results
Teams that switch to Pabble for client onboarding report:
- 60% reduction in time spent on pre-project admin
- Faster kickoff calls — clients arrive prepared because the form prompted them
- Zero missed information — required fields ensure nothing falls through the cracks
Who This Is For
This use case is ideal for:
- Creative and digital agencies
- Freelance consultants
- Marketing and PR firms
- Legal and financial services onboarding new clients
If your team currently sends the same intake email every time a new project starts, Pabble can automate that entire flow.