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Jotform Solutions · Category
Jotform automation kits for agency & professional services
Client onboarding, project intake, and retainer-management automation kits.
Agencies run on projects, and projects start with intake. How clean that intake is decides whether the project is a pleasure or a fire drill. Most agencies use a Typeform plus a Notion doc plus a kickoff meeting to cover what one well-designed Jotform workflow can do in half the time.
The kits here cover the onboarding arc: client intake with conditional questions by service type, project brief collection that auto-generates a scope doc, proposal acceptance with e-signature and deposit collection, and retainer renewal forms that trigger at the right cadence. Built for small to mid-sized agencies who want onboarding to feel deliberate, not improvised.
Everything runs in your Jotform account and integrates with whatever PM tool you already use - ClickUp, Asana, Notion, Trello.
Common problems
What usually breaks before I get the call.
- Intake forms that ask every client the same questions regardless of service type
- Proposals sent as PDFs that get printed, signed, and scanned back
- Kickoff meetings that rehash what was already covered in the intake form
- Retainer renewals that get forgotten until the client asks about them
