📧
Every client sends 5 emails before the project starts
Scope, timeline, access, format — all in back-and-forth instead of a structured intake.
$10 Product
Capture requests without back-and-forth.
A client onboarding system that replaces the endless email ping-pong with a clean intake flow.
$10
🚫
You forget to ask for something, delays the whole project
No standardized intake means missing info discovered mid-project when it’s expensive to fix.
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Doing intake manually for every single client
Copy-pasting the same questions, same welcome message, same next steps every time.
❓
No way to tell if a lead is worth your time
No qualification system — you spend an hour on discovery calls with people who aren’t a fit.
What you get
- 22-Field Intake Form Template — Everything you need before starting any AI automation project, in order.
- 3 Auto-Reply Templates — Welcome messages for different service tiers, ready to send immediately.
- Follow-Up Sequence — Day 1, Day 3, Day 7 touchpoints if intake isn’t completed.
- 6-Question Qualification Checklist — Determine fit before investing any real time.
- Scope Document Generator — Turn intake answers into a clear project scope automatically.
- Onboarding Automation Map — Connect intake form → welcome email → project kickoff without manual steps.
Buy
Grab the $10 product and download the pack.
Download
Open the files, copy the parts you need, and plug them into your workflow.
Implement
Use the checklist, templates, and examples to get to a working result faster.
Want us to do this FOR you?
If you want guided help or a custom build, book a Starter Consult.
Book a CallIs this right for me?
Yes if you want a practical shortcut instead of building from scratch.
What format is it?
A downloadable pack with guides, templates, and checklists.
What is the refund policy?
Add your final refund policy before launch.