Live Solution

Turn a client enquiry into a tracked project.

  1. Forms
  2. Databases
  3. Documents
  4. Pipeline

A new client says yes, and the re-keying starts. The intake form lives in one tool, the answers get copied into a tracker, and the proposal is rebuilt from scratch. This runs the whole sequence in one place. Fill it in and watch your enquiry become a record and a proposal.

your-agency.com/new-project

Client intake

A live preview. Your details stay in your browser. Nothing is sent or stored.

The payoff

Watch where your enquiry goes.

Fill the form and your enquiry becomes a record on the pipeline board — and a ready-to-send proposal.

Fill the form above to see it.

One form. A tracked pipeline and a proposal.

In Ascend, the form, the database, the board, and the document are one workspace — proposals and invoices generate from the same records. Create a free workspace and run your own.

Run your own — free

From enquiry to pipeline, no re-keying.

The form, the database, the project board, and the documents are one workspace. The submission is already operational data the moment it lands.

1. A prospect fills the intake form

Scope, budget, timeline, project description — captured once, validated on the way in. No inbox thread to decode.

2. The answer lands as a typed record

Every submission becomes a typed record in your projects database — no CSV export, no Zapier, no re-keying. The record is the submission.

3. You work it, and generate the docs

See every prospect on a board by stage, then generate a proposal or invoice from the same record — no re-typing the details.

One workspace

Not a form tool bolted onto a tracker.

A small studio on Notion, Tally, and Toggl pays across tools and re-keys between them. Here, intake and the project pipeline share one bill and one database.

  • Submissions are typed records, not a separate responses inbox.
  • Filter, sort, and view every prospect on a board by stage.
  • Generate a proposal or invoice from the same record.
  • Free to start; Solo $19/mo, Studio $49/mo — one flat bill.

Build your intake before your next kickoff.

Open a free workspace, build the form, and send the link with your next proposal.

Get started free

About Optivation

We help agencies and freelancers run client work better. Three things, one trust contract.

The Operating Report

Cited research on running client work. Free, weekly briefings. No sponsored content, ever.

Read the Report

Free tools

Calculators and guides for the questions agencies actually ask. Free to use.

Browse all tools

Ascend

The workspace these pieces and tools describe. Free tier, then $19/mo Solo or $49/mo for a 3-seat Studio.

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