The Intake Implementation Kit — Templates, Build Specs & Swipe Files for Client Onboarding (PDF)

The core toolkit gives you the system. This kit gives you the parts.

17 pages of deployable assets — nothing to read, everything to use. Each pack maps directly to a module in Scaling Intake Without Losing Personal Touch, so you open both side by side and build instead of writing from scratch.

Who this is for

You've mapped the system — and now you're facing seventeen blank templates you're supposed to write yourself. This is for you if you own the core toolkit and want the parts pre-machined: the forms, the build specs, the video scripts, and the six awkward chase emails nobody enjoys drafting. If your build is stalled at the writing stage, this un-stalls it.

The 7 asset packs:

• Sales-Close Capture Card — the 7-field form your closer fills in 90 seconds that fuels a month of personalization
• Intake Form Question Bank — 30 client-tested questions with branching logic, tagged by what belongs on the form vs. what belongs on a call
• CRM Field Schema Spec Sheet — 17 fields with types, sources, and required flags; hand it to whoever configures your CRM
• Automation Scenarios 3–6 — step-by-step Zapier/Make build specs for the stalled-intake chase, progress-video cadence, kickoff recap, and Day-30 health check with recovery routing
• Async Video Script Library — 4 beat-sheet scripts (welcome, form walkthrough, weekly progress, low-score recovery) plus recording standards
• Chase & Recovery Swipe File — the 6 awkward emails nobody templates: form nudges, access chasers, health checks, recap delivery
• 30-Day Sprint Tracker & Launch Sign-Off — a week-by-week build plan, a go-live gate, and a first-client debrief form

Every template marks exactly where a human sentence is required — so your onboarding scales without ever sounding automated.

Best used alongside the core toolkit (sold separately, or grab the bundle and save).

Instant digital download · Print-ready US Letter PDF · Fillable worksheets included