Services / Client Intake System
A polished first 48 hours for every new client.
The moment a client says yes, everything that has to happen next happens on its own — agreement signed, payment collected, onboarding questionnaire sent, welcome sequence rolling, and the details handed cleanly to your team. We build the intake around how your business actually onboards, so every new client gets the same organized start without anyone chasing the next step. Custom-built, connected to the software you already use, and yours to keep.
The outcome
Every “yes” starts the same, polished way.
Here’s what a client intake system is built to deliver — the same organized first 48 hours for every new client, with nothing forgotten between the handshake and the first job.
- Every new client gets the same first 48 hours — agreement, payment, onboarding, and welcome — so the polished experience no longer depends on who was free that day.
- Agreements and payments clear up front, automatically, so the first job starts with the paperwork signed and the deposit in instead of an awkward follow-up.
- Onboarding details arrive before the work does, captured in a questionnaire your team can act on, so nobody starts a job missing what they need.
- The welcome sequence runs itself, so each client feels looked after from the first hour while your team stays focused on the work.
- The team handoff is clean every time, with the right details routed to the right person, so nothing slips through the cracks between “yes” and the first appointment.
What it does
Built around how your business onboards a new client.
This isn’t a generic form and a templated email. It’s an intake system built to your agreement, your payment terms, and the exact way you’d want a great team to welcome a new client — and it’s yours to keep.
Digital agreement & payment
The moment a client signs on, the system sends your agreement for signature and collects payment or a deposit — through the e-signature and payment tools you already use — so the work starts on solid footing without anyone chasing a form or an invoice.
Onboarding questionnaire
A tailored questionnaire gathers exactly what your team needs to do great work — details, preferences, access, and context — and lands those answers where your team already works, so the first job starts fully briefed.
Automated welcome sequence
A branded welcome sequence greets each new client in your voice, sets expectations, and walks them through what happens next — sent automatically and timed to the milestones you choose, so every client feels looked after from the first hour.
Internal team handoff
Once intake is complete, the system packages the signed agreement, payment status, and questionnaire answers and routes them to the right person or channel — on the rules you set — so your team starts the first job already on the same page.
Common across every service business that takes on new clients — from cleaning services to consultants and contractors. See how it fits your industry.
Investment
Starting at $800 to build, $197/mo to run.
A one-time build, custom to your business and yours to keep. Ongoing care keeps it running, improving, and connected as your business changes — month to month, never locked in. Most owners fold the Client Intake System into a bundle; the free audit gives you exact numbers for your setup.
Client Intake questions
Straight answers before you book.
What exactly does the intake system run for each new client?
The whole first 48 hours. The moment a client says yes, the system sends the agreement for signature, collects payment or a deposit, delivers the onboarding questionnaire, kicks off a branded welcome sequence, and hands the details to your team — in the order you choose, without anyone chasing the next step by hand.
Does it connect to my agreement, payment, and CRM tools?
In most cases, yes. We build around the tools you already run — your e-signature, your payment processor, your CRM and calendar — so signed agreements, payments, and questionnaire answers all land where your team already works. During the free audit we confirm exactly what connects and how, before you commit to anything.
Will it feel impersonal to new clients?
The opposite. We write the welcome sequence and questionnaire in your voice, so every client gets the same warm, organized first impression instead of whatever happened to get sent that week. You sign off on the wording and the flow before a single client ever sees it.
What does the internal team handoff look like?
Once a client finishes intake, the system packages everything your team needs — signed agreement, payment status, questionnaire answers, key details — and routes it to the right person or channel, on the rules you set. The first job starts with everyone already on the same page, instead of a scramble for missing information.
How long until it’s live, and do I own it?
Most builds go live in one to three weeks depending on scope, starting with a free 30-minute audit. And yes — you own what we build. The workflow automation is yours to keep even if you ever stop working with us; ongoing care is a choice, not a lock-in.
See what a client intake system would run for you.
The free 30-minute audit maps your current onboarding, shows you exactly what a client intake system would automate, and tells you what it would cost to build — with ROI estimates. No pitch, no pressure, and you keep the plan whether you hire us or not.
No pitch. No pressure.