It’s time to stop chasing leads and start guiding them.
Inbox to Intake is a collaborative session to help you build a clear, consistent intake system that fits how you actually work.
Inbox to Intake
Your process starts before the contract.
When a lead reaches out, the clock starts ticking, but between DMs, emails, and half-filled forms, it’s hard to keep up. This session helps you simplify and structure what you need, save time, and give clients a great first impression. Inbox to Intake makes that possible without making things more complicated.
What’s Included:
You’ll walk away with:
A simple snapshot of where leads are coming in (and what to do with them)
A clear plan for what info to collect from leads (and when)
A mapped intake flow that matches how you actually run your business
A working intake form that actually gets used
A repeatable follow-up structure you can stick to
This is made for you if:
You’re getting leads, but your process for handling them doesn’t exist (yet)
You’ve missed follow-ups because everything’s buried in emails or DMs
You’re still sending the same info manually — over and over again
You want to streamline without building a complicated funnel
Structure your intake so no lead slips through.
Let’s create a clean, repeatable intake process that saves time and sets the tone for your client experience.