Client Intake
Client Intake is the operational gateway that converts incoming client inquiries, research briefs, and RFPs into structured, qualified project opportunities. It automatically extracts research objectives, target audience specifications, geographic coverage, and delivery timelines while flagging ambiguous sample criteria or conflicting deadlines. It enables account managers and research leads to coordinate clarification questions, assess project feasibility, and assign qualified briefs directly to dedicated methodology teams.
- Qualifies inbound inquiries by methodology, target audience, and geographic requirements.
- AI extracts core research objectives and flags missing scope parameters before proposal kickoff.
- Ensures seamless, documented handoffs between business development and research operations.

















