Onboard clients in hours, not weeks.
Send one branded brief form per service tier. Conditional questions adapt to the client industry. Submissions auto-route to the right media buyer, the workspace gets created with the right permissions, the client gets a kickoff email — all before anyone replies. Replaces 6 onboarding emails with one structured form.
Structured intake forms. Conditional from day one.
Build branded brief templates for each service tier. Conditional fields surface follow-up questions only when relevant — e-commerce clients see catalog questions, lead-gen clients see CRM questions. Each submission becomes a structured record in Wevion, not another email in someone's inbox.
Auto-route to the right media buyer.
Routing rules dispatch new briefs to the right team member based on service tier, industry vertical, monthly spend, or any custom field. The assigned buyer gets a Telegram alert with the full brief context. No more Slack threads guessing whose turn it is.
Onboarding workflow that closes the loop.
Once a brief lands, Wevion creates the client workspace, applies the team permissions from the intake answers, links the ad accounts the client granted access to, and notifies the buyer. The client receives a kickoff email with a status link they can revisit. Onboarding goes from 6 emails to 1 form.
Key advantages
Branded intake templates
Build one template per service tier with your agency branding. Clients see a polished form, not a 12-question email thread.
Conditional logic that adapts
Surface follow-up questions only when they're relevant. E-commerce clients answer catalog questions; lead-gen clients answer CRM questions. No 80-field forms scaring clients away.
Auto-routing to the right buyer
Routing rules dispatch each new brief to the right team member by tier, industry, spend, or any custom field. Telegram alerts close the loop instantly.
Workspace ready on form submit
Submission creates the client workspace, applies team permissions, links granted ad accounts, and notifies the buyer — all before anyone replies to the intake email.
How Elena's agency onboards 5 clients a week without dropping any
Elena runs ops at a 12-person performance agency. New clients used to send brief details via email — sometimes a Google Doc, sometimes a 2-line message, sometimes nothing until the kickoff call. Half the time the right buyer didn't get assigned until day 3. Now her intake form sits on the agency landing page. Conditional questions adapt to industry. Submissions auto-route to the right buyer based on spend tier and vertical. By the time Elena gets the Slack ping, the workspace exists, accounts are linked, the buyer has the brief, and the client got a kickoff email. 5 new clients per week, zero dropped balls.
What changes in practice
6 emails, 2 calls, and one assignment confusion per client
Client emails brief details in fragments. Account exec forwards to ops. Ops asks for missing info. Client replies 2 days later. Account meeting to assign buyer. Buyer gets the brief on day 4. Multiply by 5 clients per week and you've burned an FTE just on intake friction.
One form. Workspace ready. Buyer notified.
Client fills the conditional intake form. Submission creates the workspace, applies permissions, links ad accounts, notifies the right buyer via Telegram, and sends the client a kickoff email — all automated. From submission to first optimization in under 2 hours, not 4 days.
One form
replaces 6 onboarding emails — fully structured, auto-routed, ready to execute