Overview
For agencies and consultancies that use a long intake form when onboarding new clients. This template parses the form responses into a structured kickoff sheet you can share with the project team.
Column layout
Copy this column order into a blank Google Sheet, or let SheetLink Forms create the headers for you on first submission.
| Column | Notes |
|---|---|
| Project ID | Unique ID |
| Intake completed | Timestamp |
| Client name | Company |
| Primary contact | |
| Phone | |
| Engagement type | Retainer / Project / Sprint |
| Project scope | Freeform - condensed into the sheet from form fields |
| Deliverables | Freeform list |
| Timeline / deadline | |
| Budget range | |
| Stakeholders (decision-makers) | |
| Kickoff call scheduled | Date |
| Contract signed? | Boolean |
| Deposit received? | Boolean |
| Assigned lead | Project manager or lead consultant |
| Status | Intake / Kickoff / Active / Delivered / Archived |
Useful formulas
Paste these into a top-of-sheet summary row or a separate dashboard tab.
Ready to start (checklist complete)
=AND(M2<>"",N2=TRUE,O2=TRUE)Put in its own column. TRUE only when kickoff booked, contract signed, and deposit received.
Active projects
=COUNTIF(Q:Q,"Active")Conditional formatting
- Contract / Deposit columns: red if FALSE and status is beyond Intake.
- Status: color-coded progression from intake through archived.
Pivot table guidance
Pivot by Assigned lead and Status - shows PM workload. Second pivot: Engagement type by month - see recurring-revenue pipeline.
Recommended add-ons
- White-Label: Keep the admin interface cleanly branded as your agency for clients who see it.