Client Onboarding & Intake
A new client filling out a Google Form that goes straight into a spreadsheet nobody checks is how a project starts a week behind. We build the intake system that scopes a project before the first call ends.
What we build
- Structured intake forms: Project scope, budget range, and timeline captured before the discovery call.
- Automated lead routing: New inquiries sorted by project type and urgency automatically.
- Discovery call scheduling: Booking links tied directly to your real availability.
- Client profile creation: A complete client record created automatically from the intake form.
Implementation scope
Intake connects directly to proposals and project tracking, so a qualified lead moves straight into a scoped proposal without re-entering information.