Customer Intake Automations

Build a flow that collects customer info, files, and signatures before the first appointment. Turn intake into a smooth step instead of a scramble.

Book Customer Intake Automation

Pricing

$300 to $700 per build

One focused intake flow per project
Includes audit, build, fixes, and testing
Three day turnaround after access and intake

What you get

Execution

Automated intake so new customers move through your system without manual work
Clean routing, forms, tasks, and confirmations so staff receive required info fast

Audit

Review of current forms, fields, tags, tasks, messages, pipelines, and scheduling
Search for missing questions, broken links, delays, duplicate forms, and gaps that block onboarding
Notes and screenshots for each issue

Build

One intake flow that collects customer details, service info, documents, and preferences
Tags, tasks, and stage updates wired into the CRM
Confirmation and reminder messages added
Completed intakes routed to the correct inbox or team member

Fix

Removal of outdated forms and fields
Routing errors corrected and questions simplified
Timing updated and duplicate sends removed
Message tone and instructions tightened for clarity

Quality check

Full test with a dummy contact
Checks on form flow, timing, tags, tasks, and stage updates
Verification that intake data lands in the CRM correctly
Review on mobile and desktop

Process

Short intake form gathers access, service type, required questions, and goals.
Build happens inside your CRM or platform.
A checklist guides each step so nothing important gets missed.
You receive a short report with before and after screenshots and the improvement list.

Best fit platforms

GoHighLevel
HubSpot
Pipedrive
Zoho
Keap

Other tools work if they support forms, tags, tasks, and simple automation.

Clean up intake and cut back office work

Give customers one clear path and give your team clean data from day one.

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