How to automate client intake
Manual client intake — chasing answers, consolidating email threads, writing up a brief — takes two to three hours per new engagement. An automated intake process gets that to under 30 minutes: a structured form, AI synthesis of responses, and a briefing document ready before the first engagement call.
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Get How to automate client intake
Free guide. Build a client intake tool in four weeks with the Torvi Consultant track. Founding rate €200.
What's covered
- 1Intake form design: the questions that produce a usable brief without overwhelming new clients
- 2AI synthesis workflow: how to process intake responses and generate a structured project brief
- 3Briefing document template: the format that lets you walk into the first call fully prepared
- 4Follow-up automation: how to send a confirmation and next-steps email automatically after intake completion
Who this is for
Independent consultants who onboard new clients regularly and want to replace the intake email chain with a professional, automated process.
FREE DOWNLOAD
Get How to automate client intake
Free guide. Build a client intake tool in four weeks with the Torvi Consultant track. Founding rate €200.
Free templates
Guides explain the approach. Templates give you the starting point. Browse the free library.