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BriefIntake

Qualify project enquiries before the discovery call.

WebFree trial

Listed by vivek-chimman26,

Tired of discovery calls with people who were never going to buy? BriefIntake swaps your enquiry form for a six-minute chat with Anika, an AI intake specialist.

Made for consultants, agencies and coaches who get project enquiries and lose hours to calls that go nowhere.

How it works:

  • Sign up free and open Intake. Add one line about what you offer, then create an invite link: one link per prospect.
  • Send the link. Your prospect chats with Anika by typing (Chat with me) or talking (Talk with me). She asks about the project, budget, timeline and who makes the call.
  • The moment they finish, a scored brief is waiting on Leads, with a copy in your inbox and a ping on Discord. It tells you whether the lead is worth a call, and what would rule them out.

Free plan available.

What the builder wants tested

BriefIntake qualifies a client before the discovery call. Please try it as a business owner:

  1. Sign up free (Google or email).
  2. On Intake, add one line about what you offer, then create an invite.
  3. Open that invite in a private window and answer Anika as if you were a client — typed (Chat with me) or spoken (Talk with me), about six minutes.
  4. Read the scored brief on Leads (it also arrives by email).

Our one question: after reading the brief, would you take that discovery call or skip it, and what in the brief decided it for you?
Also tell us honestly where you got stuck or felt unsure.

Website

Free trial, then a paid plan. Testers never pay to test. If a trial asks for a card, cancel before it ends.

This app is made and run by its builder, not by TestMyBuild. We tried it once before listing it, which is not a check that it is safe, keeps working or handles your data well. Use your own judgement.

How to test this app

  1. Open the app and sign up with your real email. Start the free trial if there is one.
  2. Use it the way you would use it for real, for at least a day.
  3. Come back here. Post a screenshot of your signup and what you honestly think. One post per app, worth the listing's bounty when approved.

Feedback

1 post, newest first
janTested on Web

Overall: your biggest strength is how easy it is to go from zero to one. With most AI dialers and similar tools, that's exactly where I got stuck: they're hard to set up and even harder to test (you have to call them, they have to call you, and every round takes ages). With BriefIntake I had a working intake and a scored lead within minutes. That's what makes an AI agent like this accessible to everyone.

The flip side: the conversation itself needs way more depth. Leads calling you don't want to waste their time, so it has to be genuinely good, not just easy. If you keep the setup this simple and make it easy to test, tweak, and test again, people will improve their agent themselves until it's good enough to put in front of real clients.

1. Sign up

  • Landing page is almost there. Good animation, good video. Would love a light mode option too.
  • "Qualify serious clients, filter the rest" is a strong headline. The line above it ("for agencies, consultants, and coaches") could just say "Lead qualification service" so it's instantly clear what this is.
  • Google sign-up was quick, loading screen didn't take long.
  • After signing in it wasn't immediately clear what to do. I clicked Home and got the landing page again. Once I'm logged in I don't need convincing anymore, so Home should take me into the app.

2. Intake + creating an invite

  • "Create your first invite" is the main CTA but it sits below the fold. It should be the first thing I see.
  • Bonus points here: the app is so simple it barely needs onboarding. That's a really good thing, don't lose it.
  • The pages feel very vertical, I had to scroll a lot. The "One link, one prospect" section didn't fit on screen, which was visually annoying. Check everything important is above the fold at normal zoom.
  • Generating the link was quick and easy, and the auto-copy is nice.
  • Liked the "A prospect is on this link right now" indicator and the one-link-per-prospect rule.
  • After creating a link it disappears. Save the links so I can copy them later, otherwise people will lose them.
  • Small one: double check "enquiries" vs "inquiries" depending on your target market.

3. The conversation with Anika

  • I chose Talk with me. The voice itself is good.
  • It's very surface-level, basically a questionnaire. I asked if it was AI and it felt like I broke it.
  • At the start I said nothing (I think a lot of people will do that) and it just kept nodding without saying anything either. The animation loops, which feels weird. People will hang up fast.
  • I've done a lot of dialing in the past: this still needs to sell. More personality, better responses, and going well beyond surface level.
  • People don't like being handled by AI, so I wouldn't promote it as "talk to an AI". Something like "You're trying to reach [name], let me help you first" works better.
  • Customization is where you could win massively, as long as it stays as easy as it is now:
  • More avatars and voice/speaking styles. The default person didn't look local to me.
  • Your own logo (could be a premium feature).
  • Keep the default as standard, don't force setup upfront. Let people try it, then tweak and re-test.

4. The scored brief

  • Score is pretty accurate and the recommendation made sense. "Don't spend sales time on this lead" was correct for my test.
  • Some of the info in the brief wasn't clear.
  • The "what disqualifies a lead" part is very smart.
  • Feels a bit like a lightweight CRM, which is nice.
  • Email notification worked.

Would the brief help me decide on a call? Yes, the scoring is already useful. Keep the zero-to-one this easy, add depth to the conversation, and this becomes really strong.

Pricing: $29/month is very reasonable.

from the team
Builder's replyvivek-chimman264 Nov 2026

Thanks, Jan. This is exactly the push I needed. You're right that the conversation is too surface-level. Fixing it now: Anika will speak first if the line is silent, answer honestly when asked if she's AI, and stop repeating a question when someone's confused. On the app side: Home opens the app once you're signed in, "Create your first invite" moves to the top, and invite links are saved so you can copy them later. Glad the score and the "don't spend sales time on this lead" call were right.