{"product_id":"complete-scaling-intake-system-bundle","title":"The Complete Intake System — Client Onboarding Toolkit + Implementation Kit (2-PDF Bundle)","description":"\u003cp dir=\"ltr\"\u003eEverything you need to rebuild client intake — the system and the parts, in one download.\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003eMost 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.\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cstrong\u003eWho this is for\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003eYou'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.\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cstrong\u003eVolume 1 — Scaling Intake Without Losing Personal Touch (19 pages)\u003c\/strong\u003e\u003cbr\u003eThe 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.\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cstrong\u003eVolume 2 — The Intake Implementation Kit (17 pages)\u003c\/strong\u003e\u003cbr\u003eThe 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.\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003eFollow 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.\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003eBuilt for boutique agencies, consultants, and B2B service providers onboarding 3–15 clients a month.\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003eInstant digital download · 2 print-ready US Letter PDFs · Fillable worksheets, scorecards \u0026amp; sign-off forms included\u003c\/p\u003e","brand":"PDFBookGuide","offers":[{"title":"Default Title","offer_id":48376574673122,"sku":null,"price":49.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0833\/5858\/0962\/files\/Intake-System-Bundle-Photo.jpg?v=1788898501","url":"https:\/\/pdfbookguide.com\/products\/complete-scaling-intake-system-bundle","provider":"PDFBookGuide","version":"1.0","type":"link"}