🚨 Live Help Session: Client Discovery & Project Scope Form

Hey AskSpot community!

In this session, we built a smart AI-powered client intake form that helps agencies gather structured project information upfront. No more vague inquiries or wasted sales calls — this form collects everything you need and generates an internal AI project assessment automatically.

Perfect for agency owners who want to:

• Qualify leads faster

• Scope timelines and budgets accurately

• Automate internal analysis with AI

• Push data to other tools via webhook

Here’s what we covered:

• 00:00 – Intro + session overview

• 03:12 – Building the IntelliForm structure

• 07:00 – Adding project goals & metrics inputs

• 15:21 – Creating the AI strategic analysis prompt

• 19:00 – Testing + webhook automation walkthrough

Check the comments for the import link and source docs.