Dashform AI Form gives agencies their pipeline back
Stop booking discovery calls with prospects who can't afford you
Every agency knows the grind: 100 inquiries a month, 90 of them nowhere near your minimum retainer. Dashform AI Form qualifies every lead before they ever hit your calendar — so you only talk to clients who are ready to sign.
The silent revenue leak in every agency
Your team is talented. Your work speaks for itself. But your pipeline is clogged with inquiries that were never going to close — and each one costs you a discovery call, a proposal, and hours you'll never get back.
Prospects with $500 budgets filling out your inquiry form when your minimum is $5,000.
Discovery calls that end with "let me think about it" because the prospect was never qualified.
Hours spent writing proposals for leads who ghost after seeing the price.
Manual lead scoring in spreadsheets because your form builder can't do it automatically.
Describe your ideal client. Dashform AI Form builds the intake flow.
Type a prompt like "Create a client intake form for a digital marketing agency with a $5K minimum retainer" and Dashform AI Form assembles the entire qualifying experience — logic, follow-ups, scoring, and integrations included.
- • Conditional logic adapts questions based on budget range, project type, and timeline.
- • Automatically disqualifies inquiries below your minimum and sends a polite redirect.
- • Routes qualified leads to the right account manager based on service type.
Dashform AI Form handles the messy middle of client acquisition
AI-native intake flows that qualify prospects, score leads in real-time, and route the right opportunities to the right people — so your team focuses on pitching, not filtering.
Budget & scope qualification
AI asks the right questions about budget, timeline, and decision-making authority — then scores each lead against your ideal client profile before anyone on your team lifts a finger.
Smart follow-up sequences
Dashform notices incomplete submissions or missing details and automatically nudges prospects to finish — without your team sending a single reminder email.
CRM & tool integration
Qualified leads flow straight into your existing stack — HubSpot, GoHighLevel, Slack, Zapier, or any CRM. No copy-paste, no data entry, no broken workflows.
White-label client experiences
Every form mirrors your agency's brand voice and visual identity. Embed on client sites, share as hosted links, or deploy as pop-up widgets — all without a "Powered by" badge.
What changes once your agency runs on Dashform AI Form?
Automate the qualification grind with Dashform AI Form and keep control over every client interaction, proposal, and pipeline stage.
Close rate jumps 3x
When you only talk to prospects who match your budget, timeline, and scope criteria, your close rate doesn't just improve — it transforms your revenue per hour.
Reclaim 15+ hours per week
Stop spending half your week on discovery calls that lead nowhere. Let AI handle the first filter so your team focuses on pitching qualified opportunities.
Scale without hiring
Take on more inbound leads without adding headcount to your sales team. Dashform AI Form handles the qualification load that used to require a dedicated SDR.
Agency templates that close more retainers
Start with professionally designed templates for client intake, project scoping, and retainer qualification that filter high-value prospects automatically.
FAQ
Your agency shouldn't be drowning in unqualified leads.
Dashform AI Form turns your intake process into an intelligent qualification engine — so your team spends time closing deals, not filtering prospects.