The Complete Intake System — Client Onboarding Toolkit + Implementation Kit (2-PDF Bundle)

Everything you need to rebuild client intake — the system and the parts, in one download.

Most agencies buy the strategy and stall at execution, or grab templates with no system behind them. This bundle closes that gap: Volume 1 tells you exactly what to build and why; Volume 2 hands you every asset so you never start from a blank page.

Who this is for

You're onboarding enough clients to feel the seams tearing, and you'd rather fix the machine once than patch it weekly. This is for you if you want the operating system and the parts bin in one order — the audit, the architecture, and every template — so the 30-day sprint starts tonight, not after a weekend of writing. If founder-hours-per-onboarding is a number you intend to cut in half, this is the package.

Volume 1 — Scaling Intake Without Losing Personal Touch (19 pages)
The operating system: the intake bottleneck audit, the hybrid trigger-to-touchpoint architecture, the CRM and automation stack blueprint, welcome sequences with enforced human moments, and the quarterly scalability scorecard.

Volume 2 — The Intake Implementation Kit (17 pages)
The parts bin: a 30-question branched form bank, the sales-close capture card, a 17-field CRM schema, four more Zapier/Make build specs, async video scripts, the chase-and-recovery email swipe file, and a 30-day sprint tracker with launch sign-off.

Follow the built-in sprint plan and the outcome is concrete: signature-to-kickoff running with zero manual data entry, every client hearing from a real named human within 24 hours, and founder time per onboarding down to about 2 hours — most of it spent on the strategy call, where it belongs.

Built for boutique agencies, consultants, and B2B service providers onboarding 3–15 clients a month.

Instant digital download · 2 print-ready US Letter PDFs · Fillable worksheets, scorecards & sign-off forms included