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PhoennixAI Client Intake Form

Client form for PhoennixAI onboarding. Single-file HTML — no server, no dependencies, deploys anywhere in 60 seconds.


What it does

Collects a structured intelligence brief from prospective PhoennixAI clients across five sections: contact details, organisation profile, current challenges, AI & technology readiness, and 90-day goals.

On submission, the client's email app opens with a fully pre-formatted brief addressed to valerie@phoennixai.com (CC: phoenixdigitec3@gmail.com). No backend required.


Features

  • 5-section intake covering contact, business profile, pain points, AI readiness, and goals
  • Booking strip linking to cal.com/phoennixai/beta-discovery for clients who prefer a call
  • Progress bar tracking required field completion
  • Auto-generated reference number (PAI-2026-XXXX) per submission
  • Branded success screen with explicit "Send Your Brief" action button
  • Fully offline-capable — works as a local file or deployed URL
  • Print-ready (no console, no build step)

Deployment

Option A — Vercel (recommended, permanent URL)

  1. Upload index.html (renamed from ClientIntake_v4.html) to this repo
  2. Connect repo to vercel.com → New Project → Import
  3. Framework preset: Other
  4. Deploy — live in under 90 seconds

Every push to main auto-deploys.

Option B — Local test

Open ClientIntake_v4.html directly in Chrome. All features work locally.


How submissions arrive

No server or API key needed. On submit:

  1. Success screen appears with the client's reference number
  2. The client's default email app opens automatically with the brief pre-filled
  3. Client clicks Send inside their email app
  4. Brief arrives at valerie@phoennixai.com with phoenixdigitec3@gmail.com CC'd

Subject line format: New Client Brief — [Name] | [Company] | REF: PAI-2026-XXXX

If the email app does not open automatically, the Send Your Brief → button on the success screen triggers it manually.


File structure

/
├── index.html          # The complete intake form (rename from ClientIntake_v4.html)
└── README.md           # This file

Single file. No node_modules. No build. No config.


Brand

Built to the PhoennixAI brand system v1.1:

  • Colours: Off-white #F7F6F2 · Ink #1F2426 · Olive #ABA944
  • Fonts: Agdasima (display) · Source Serif 4 (body) · Fira Code (mono)
  • Tagline: Created to Create. Intelligent by nature.

Related

Product Repo URL
Mission Control phoennixai-mission-control phoennixai-mission-control-eight.vercel.app
Beta Onboarding App client-intake-bay client-intake-bay.vercel.app
RYD Client Platform ryd_client_app ryd-client-app-ashy.vercel.app

PhoennixAI Ltd · Company Reg. 16795610 · London, UK info@phoennixai.com · www.phoennixai.com

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PhoennixAI client intelligence intake — single-file brief form, mailto delivery, no backend required

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