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

Challenge

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

• We automated data transfer to Excel and document generation in OneDrive.

• We created client folders automatically.

Impact

• 6–8hrs saved weekly (no more intake admin)

• €1,800 estimated value/month (equivalent to ~24 FTE hours/month in admin time eliminated)

• Kickoff happens ~2 days sooner

• 1–3 fewer revisions per project thanks to clearer briefs