Adapt the checklist
Reuse a starting structure, then remove questions that do not affect this project. Explain the purpose of the important inputs so clients know what to provide.
All Gather workflows
Freelancers onboarding project clients
Give a new client one place to begin.
Turn kickoff questions and required materials into a reusable, project-specific intake checklist.
Standard · $49/month USD. No card for the shared 14-day account trial. Subscribe only when you choose. Each product is billed separately.
Keep the important part visible.
A long welcome email is easy to lose and hard to track. Keep the required answers and materials in a checklist that can be reviewed as work arrives.
Invite the client to respond
Save the request in Standard and share its response link. The client does not need an account to submit answers and file links.
Resolve the missing pieces
Review each response and identify specific gaps. Prepare a focused message yourself; Gather does not automatically send follow-ups.
A USEFUL RESULT
Know when you are ready for the next step.
- Questions are relevant to this project.
- The final approver is identified.
- Missing items have a clear next action.
FREE → STANDARD
Try the task. Keep the workflow.
Build a checklist and track client inputs in this browser.
Build a free checklist ↗The free browser workspace and downloads stay available. Up to 50 local records; export your own backups.
$49/month USD
Let clients respond to saved requests and keep your review progress across devices.
- Client response links for answers and file links
- Saved submissions and review state across devices
- Up to 1,000 request records · 20× the free browser capacity
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Monthly renewal. Cancel future renewal in your account. Taxes may apply; confirm the total in checkout.
Already have an account? Open billing →Before you decide.
What does the product handle?
Clients submit file links; Gather does not host files or send follow-ups automatically. Check file permissions and review responses.
When does payment begin?
No card for the shared 14-day account trial. Subscribe only when you choose. Each product is billed separately. Review the price, recurring interval and total in checkout before confirming payment. Opening an account or following a link does not charge you.
What should I try first?
Reuse a starting structure, then remove questions that do not affect this project. Explain the purpose of the important inputs so clients know what to provide. Use a small real task to check the fit. The examples on this page are illustrative and do not represent customer results or guaranteed savings.
Give a new client one place to begin.
Make the next step a deliberate one.
Continue to Standard · $49/month →Build a free checklistFind your starting point.
Website designers and small agencies
Get the website content into one clear checklist.
Collect page copy, image links and client answers, then see what is ready for design.
See the workflow →Freelancers onboarding project clientsGive a new client one place to begin.
Turn kickoff questions and required materials into a reusable, project-specific intake checklist.
See the workflow →Design studios collecting client assetsCollect the right files, with permission to use them.
Organize logos, photography, brand references and usage notes before the creative work begins.
See the workflow →Website project leadsSee what still stands between the project and kickoff.
Review required content, approvals and file access before committing to the next stage.
See the workflow →