Replace the clunky questionnaire and the endless email thread. Threshold holds a real conversation with your new client, asks the right follow-up questions, and delivers a complete brief before your first call.
Service businesses that replaced their intake process
The hidden cost of bad intake
You send a form. They fill half of it. You ask a follow-up. They reply three days later. You still do not have what you need before the kickoff call starts.
Static questionnaires treat a solo founder and a 50-person enterprise team identically. You either ask too little or overwhelm the wrong client and lose them at the form.
After they finally respond, you spend 30 minutes stitching answers into a doc before the kickoff. That is admin work, not client work, and it does not scale.
A clunky Google Form signals that your process is as disorganized as their last vendor. The experience before the work starts is part of the work.
The process
Send new clients a branded link. They land on a conversational interface that feels like a structured chat rather than a corporate form. No login required on their end. Optimized for mobile and completable in under four minutes on any device.
Based on each response, Threshold probes the details that actually matter. Budget mentioned? It asks about decision authority. Tight timeline noted? It flags scope risk and checks flexibility. The questions adapt in real time so nothing important gets missed.
You receive a structured client brief containing goals, budget range, timeline, competitive context, decision-maker confirmation, and a recommended engagement scope. Ready to paste into your CRM, proposal doc, or Notion workspace before the kickoff call.
What you get
Every feature in Threshold exists to close the gap between first contact and a signed agreement. No bloat, no feature theater -- just tools that shorten your sales cycle and improve the experience your clients remember.
Questions branch based on what clients say. A solopreneur gets a focused six-question flow. An enterprise lead triggers a fourteen-question discovery sequence. Same link, right depth for each client type, with no pre-scripting required from you.
After each intake, a formatted brief lands in your inbox with a plain-language summary, extracted project parameters, and a fit score. You arrive to every kickoff call already knowing what the client actually needs and what it will take to deliver it.
If a client starts but does not finish, Threshold sends one polite nudge at the right moment. Not a drip sequence, just a single well-timed message that recovers around 40% of abandoned intakes without making anyone feel chased.
Completed briefs push directly to HubSpot, Pipedrive, Notion, or Airtable. A Calendly or Cal.com booking link can auto-append to the completion page so clients schedule their kickoff call on the spot before the momentum fades.
Upload your logo, set your brand colors, and use your own custom domain. Clients see your brand from the first screen to the confirmation page. No Threshold watermarks appear on any paid plan, at any tier.
Client data is encrypted in transit and at rest. Role-based access controls let you share briefs with team members without exposing sensitive financial details to people who should not see them. Audit logs available on the Agency plan.
What clients say
"Before Threshold, I was spending 90 minutes a week chasing incomplete questionnaires. Now I show up to every kickoff call actually knowing what the client needs. It changed how I scope and price work entirely."
"We onboard 8 to 12 new clients every month. The brief format meant we could hand intake off to a junior account manager without losing quality. Kickoff prep dropped from three hours to twenty minutes."
"My clients are coaches and consultants who needed something that felt human, not corporate. I customized the tone completely and one client told me the intake felt warmer than anything they had experienced with a vendor before."
Pricing
No intake volume caps on paid plans. No surprise overages. Cancel anytime and keep all your data.
Questions
Set up your intake flow in 15 minutes. Start your first 10 intakes completely free. No credit card required. Upgrade only when you are ready to grow.
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