Intake process guide and template for consultants
Consultants use intake process guide and template to deliver professional, consistent outputs to clients without spending disproportionate time on formatting. The format is structured enough to meet client expectations and fast enough to be sustainable across multiple engagements.
What's covered
- 1Intake process structure: submission, triage, classification, routing, and acknowledgement
- 2Request taxonomy guide: how to define categories that map to real owners
- 3AI prompt to classify and prioritise an incoming request automatically
- 4SLA definition guide: how to set response time targets by request type
Who this is for
Independent consultants and fractional executives who produce the same deliverable formats across multiple client engagements and want a consistent professional standard without the overhead.
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Free templates
Guides tell you how. Templates give you a starting point. Browse the free template library.