One-time setup

Customer Intake Workflow

Structured intake questions and forms so every new customer arrives with the details you need. Businesses that collect the same details from every new customer.

$345one-time

Paid once at checkout. No subscription needed.

Expected timeline: 4–6 business days

What’s included

  • Intake questions by service type
  • Form sent by text or email
  • Answers delivered to your team
  • One revision round

Not included

  • Yearly plan charges (billed separately)
  • Third-party software subscriptions or carrier fees
  • Work outside the listed deliverables

Who it’s for

Businesses that collect the same details from every new customer.

Timeline

  1. Step 1Order and onboarding form
  2. Step 2Build and configure
  3. Step 3Test and approve
  4. Step 4Go live

Timeline starts once your onboarding form is complete.

What we’ll need from you

  • Business name, hours and service area
  • The main contact for setup questions
  • Access to any connected tools (calendar, CRM, website)

You’ll give us all of this in one onboarding form after you order.

Optional add-ons

Script & Flow Tune-UpWe review recent calls and transcripts, then adjust scripts, questions and routing.
$125 one-time
Front-Office Call AuditWe review how calls, voicemails and missed calls are handled today and send a written list of fixes.
$95 one-time

Questions about this service