Accounting Templates
Explore accounting templates for your client portal workflows.
Request Templates
Standardize how you collect client info, files, and data from your clients — and keep it all in one place.
Browse our templates, try them instantly, and use them in your client portal.
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Branding & Identity Templates
Explore branding & identity templates for your client portal workflows.
Branding & Identity
32 fields
Brand Messaging Intake — Voice, Values & Taglines
Collect voice guidelines, core values, messaging pillars, and tagline directions so we can create consistent, on-brand written content for your business.
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Branding & Identity
38 fields
Logo Design Brief
Collects your brand details, visual preferences, required logo elements, and how you'll use the logo so our designers can create on-brand concepts quickly.
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Branding & Identity
24 fields
Brand Discovery Questionnaire
A client intake form to gather brand strategy, goals, audience, visual preferences, and assets for a branding project.
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Consultants / Coaches Templates
Explore consultants / coaches templates for your client portal workflows.
Consultants / Coaches
23 fields
Client Progress Check-In
A short, recurring check-in to track progress, blockers, wins, and next actions between coaching or consulting sessions.
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Consultants / Coaches
41 fields
Business Audit Intake Form
Request current metrics, systems, and assets so you can assess the business effectively.
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Consultants / Coaches
34 fields
Consulting & Coaching Client Intake
Collect background, goals, challenges, and context so coaching or consulting sessions start focused and productive. Friendly, client-facing questions to help a consultant or coach prepare
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Digital Marketing Templates
Explore digital marketing templates for your client portal workflows.
Digital Marketing
4 fields
Google Access Setup
A simple way to collect Google Ads, Analytics, Tag Manager, and Search Console access from clients.
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Digital Marketing
46 fields
Google Ads Agency Onboarding
This template is designed to streamline the onboarding process for new clients working with a digital marketing agency who is going to be running ads for them.
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Event Planning Templates
Explore event planning templates for your client portal workflows.
General Templates
Explore general templates for your client portal workflows.
General
21 fields
Missing Information & Documents Request (General)
A reusable follow-up template for anything outstanding, with clear instructions. Copy and modify for your own use case.
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General
12 fields
File Upload Request
Collect essential project details and request files from clients (logos, contracts, photos, invoices, etc.). Friendly, simple intake to gather context and let clients upload multiple files.
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SEO Specialists Templates
Explore seo specialists templates for your client portal workflows.
SEO Specialists
36 fields
Technical SEO Access & Tools Request
Collect the accounts, access levels, and tooling details a SEO specialist needs to audit and implement technical SEO (Google Search Console, GA4, tag managers, server & hosting access).
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SEO Specialists
40 fields
SEO Page Brief / Requirements Checklist
Collect the information needed from clients to create or optimize a single SEO-focused page (keyword goals, target audience, content & assets, technical requirements, and publishing details). This form asks only for client-supplied inputs — the agency will handle technical SEO, research, and implementation.
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Social Media Strategy Templates
Explore social media strategy templates for your client portal workflows.
Social Media Strategy
41 fields
Community Management Preferences Intake
Define response tone, escalation rules, and moderation guidelines for comments and DMs.
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Social Media Strategy
39 fields
Content Ideas & Promotions Intake Form
Collect content priorities, promotions, and story ideas so our social media team can craft high-impact posts, campaigns, and content calendars tailored to your business.
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Social Media Strategy
29 fields
Influencer & Partnership Intake Brief
Collects campaign, influencer, audience, deliverables, legal and scheduling details to plan and execute social media partnerships effectively.
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Video Production Templates
Explore video production templates for your client portal workflows.
Video Production
33 fields
Video Goals, Audience & CTA Intake
Collect clear goals, target audience details, and the desired call-to-action (CTA) so your videographer can plan messaging, tone, and distribution.
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Video Production
32 fields
Video Project Discovery
Collects project details, creative direction, logistics, and assets to plan and quote a videography job.
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Web Design Templates
Explore web design templates for your client portal workflows.
Web Design
15 fields
Website Launch Approval
Collect final client approval and any last corrections for the staging website before pushing live and send the invoice.
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Web Design
38 fields
Website Access & Credentials Request
Collect secure access details and context to start working on your client's website (hosting, CMS, domains, developer accounts).
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Web Design
25 fields
Post-Launch Feedback Form
Collect feedback after a website launch to capture successes, issues, improvement ideas, and assets for future updates.
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Sydnee turned our onboarding into a simple, repeatable process that just works.
Patrick BenskeBenske Agency, FounderWhether you're tech savvy or not, this is gonna work for you, and it's so simple, anyone can use it.
Steven DiamondDiamond Ai Media Group, FounderBetween the white-labeling, templates, and client collaboration, Sydnee covers everything we used to patch together across other tools.
Carmelo SantosCo-found Council of MarketersIt's so nice to have everything in one place—clients can see our progress, and we can see every task at a glance
Michael RapinoHoneyQuill Agency, FounderSydnee has been the best investment I've made for my agency thus far. There is not better platform with the features included for the price point they are at.
Luis LeonPromise Pixel, FounderSydnee offers our Clients a clean simple platform that is easy to understand and navigate.
Laura McDermott, OwnerMcdermott Law Firm, PLLC