Collect business answers and brand documents from a client
Clients answer questions about what they do, their customers, story, website and voice, and send brand guides, research and plans with a note on each.
How it works
4 steps in YuktiBOS.
Where to find it: About your business; Client portal.
- Send the client their portal login.
- They answer About your business.
- They upload documents with a few words on what each is.
- The team and the AI use the answers for the plan and the voice.
What you get
What comes out of it.
Answers in one place.
A deeper enrolment wizard when you want it.
Who it is for. Agencies onboarding clients.
You may also know this as: client questionnaire, client discovery form, collect brand documents from client.
Related things you can do
More from Client portal
Want to collect business answers and brand documents from a client?
We are onboarding a small number of businesses for early access. Tell us what you do and what you would like off your plate.