The Complete Client Intake Bundle: One-Form Strategy + Swipe Kit

Stop losing your best prospects to a 28-field "comprehensive questionnaire." This two-PDF bundle replaces your contact form and intake process with a single, two-minute, multiple-choice brief that qualifies leads, routes them by budget, and books the call automatically.

Who this is for

You quoted a discovery call to a dream client on Monday; by Thursday they'd signed with someone whose intake took two minutes. This is for you if you're a freelancer, solo consultant, or small B2B service provider tired of tire-kicker calls, ghosted proposals, and long questionnaires that scare off exactly the clients you want. If you'd rather your form qualified the lead, routed them by budget, and booked the call while you worked — this is the system.

PDF 1 — Minimalist Onboarding: The One-Form Strategy (19 pages) The build manual. Five modules take you from why long forms kill deals, through the four-step form architecture with conditional-logic routing, the exact question copy for scope, budget, and timeline, the full tech setup (Tally or Typeform wired into your CRM and calendar with zero manual data entry), and a 16-point conversion audit with a 30-day tuning loop. Includes fillable worksheets and a launch checklist.

PDF 2 — The One-Form Swipe Kit (20 pages) Everything the guide tells you to write, already written. Six niche question packs (copywriters, developers, consultants, photographers, marketers, designers), 15 route-specific follow-up emails, the 30-minute discovery-call script with budget-objection responses, a fillable budget-floor calculator, and the launch copy — buttons, bios, list announcement, and social posts — to drive traffic to your form on day one.

Format: 2 downloadable PDFs, US Letter, with fillable fields that work in Acrobat, Preview, and Chrome. Find-and-replace the bracketed values and go live the same day.