What Does Our Service Do?

Our system eliminates back-and-forth emails and excessive time suck from admin work by providing your client with a professionally built and streamlined way to book their first call with you.

Not only reducing client drop-off but also ensuring both parties are getting the information they need from each other.

How Does It Work?

Phase One: Intake

The client is initially presented with an intake form that takes less than 5 minutes to complete.

Here, they will be able to communicate their needs and what they expect from your service.

Phase Two: Scheduling

After the client has completed their intake form, an appointment booking email is sent to them.

Pre-call reminders are automatically sent a day before the first meeting.

If Your Onboarding Looks Like This,

Day 1-2

Lead Inquiry / Response

  • Lead fills out a contact form or replies to outreach.

  • Coach or service provider responds via email or DM.

  • Initial questions asked (sometimes a discovery call booked directly here).

Day 3

Qualification + Intake Phase Begins

  • Intake form link sent manually (sometimes not until after a call).

  • Lead fills out form (may take a day or two).

  • Coach reviews answers.

  • Scheduling link is sent after intake is reviewed.

Day 4-5

Appointment Scheduled

  • Client books a discovery/kickoff call.

  • If it’s a paid service with no discovery call, payment link may be sent here.

  • Confirmation email manually or via automation.

  • Coach may send “What to expect” or a pre-meeting resource PDF.

Day 6-7

Kickoff Call / Strategy Session / Onboarding Call

  • Live Zoom or in-person meeting.

  • Coach gathers deeper context, sets expectations, or begins delivery.

  • Often followed by a manual resource drop (e.g. onboarding doc, shared Google folder, Slack invite).

Day 8+

Resources Delivered / Project Starts

  • Client receives onboarding documents, shared dashboards, templates, etc.

  • Internal task management setup begins.

  • Lead/contact info may be manually entered into CRM or spreadsheet.

  • Reminders set for follow-ups.

Phase Three: Onboarding

After the client books their first meeting with you, they will then receive their Onboarding email. This acts as a resource delivery and lays out the next steps for the client.

Why Not Simplify It?

Day 1

  • Lead submits smart intake form → Triggers automated:

    • Internal notification

    • Client confirmation email

    • Scheduling link

    • Tagging/entry in lead sheet or CRM

Day 2-3

  • Call is booked and confirmed with automatic reminders.

  • Pre-meeting resources delivered.

  • Internal notes already organized.

Day 4

  • Kickoff meeting held

  • Client gets portal/resource hub instantly

  • Internal workflow launched (project setup, tasks, etc.)

Every component of our system will be hand-tailored to fit your branding and meet your goals. Here is everything included:

  • Intake, Service Addendum, Support, and Referral Forms are included.

  • Every component from Intake, Scheduling, Onboarding/ Resource Delivery, Lead Stage Tracking, and Internal Notifications will come fully automated and ready for use during handoff.

  • Lead Stage Tracking with the option for CRM integration replacing this function.

  • Shared Team Workspace Portal with Internal Notifications.

Implementation only takes between 7-10 business days. Start now and set up the foundations that will allow your business to scale beyond expectations.

Contact us

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