Global request library for service based businesses who need to collect information and documents from clients.
Browse our entire pre-built library of request templates. Use with Sydnee to streamline your client workflows.
Used by 2,000+ agencies & freelancers
Explore branding & identity templates for your client portal workflows.
Branding & Identity
34 fields
A client intake form to gather brand strategy, goals, audience, visual preferences, and assets for a branding project.
Branding & Identity
19 fields
Gather key branding information from clients to ensure all materials align with their brand identity.
Explore digital marketing templates for your client portal workflows.
Digital Marketing
4 fields
This template is designed to streamline the onboarding process for new clients working with a marketing agency.
Digital Marketing
46 fields
This template is designed to streamline the onboarding process for new clients working with a marketing agency.
Explore social media strategy templates for your client portal workflows.
Social Media Strategy
41 fields
Collect details to plan, create, and schedule a month of social media content—audience, goals, content types, brand guidelines, approvals, and assets.
Social Media Strategy
21 fields
Build a winning social media strategy by gathering your goals, audience, and preferences. This form ensures you are aligned on content, tone, and channels before work gets started.
Explore video production templates for your client portal workflows.
Explore web design templates for your client portal workflows.
Web Design
38 fields
Collect essential content, messaging, and assets needed to design and build a professional homepage for your service business.
Web Design
44 fields
A friendly, structured intake form to collect the text, assets, and direction we need to build or redesign your website—brand details, content for pages, SEO basics, and final file uploads.
Sydnee turned our onboarding into a simple, repeatable process that just works.
Whether you're tech savvy or not, this is gonna work for you, and it's so simple, anyone can use it.
Between the white-labeling, templates, and client collaboration, Sydnee covers everything we used to patch together across other tools.
It's so nice to have everything in one place—clients can see our progress, and we can see every task at a glance
Sydnee 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.
Sydnee offers our Clients a clean simple platform that is easy to understand and navigate.
