{"product_id":"scaling-intake-implementation-kit","title":"The Intake Implementation Kit — Templates, Build Specs \u0026 Swipe Files for Client Onboarding (PDF)","description":"\u003cp dir=\"ltr\"\u003eThe core toolkit gives you the system. This kit gives you the parts.\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e17 pages of deployable assets — nothing to read, everything to use. Each pack maps directly to a module in \u003cem\u003eScaling Intake Without Losing Personal Touch\u003c\/em\u003e, so you open both side by side and build instead of writing from scratch.\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cstrong\u003eWho this is for\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003eYou'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.\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003eThe 7 asset packs:\u003c\/p\u003e\n\u003cul dir=\"ltr\"\u003e\n\u003cli\u003e\n\u003cstrong\u003eSales-Close Capture Card\u003c\/strong\u003e — the 7-field form your closer fills in 90 seconds that fuels a month of personalization\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eIntake Form Question Bank\u003c\/strong\u003e — 30 client-tested questions with branching logic, tagged by what belongs on the form vs. what belongs on a call\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCRM Field Schema Spec Sheet\u003c\/strong\u003e — 17 fields with types, sources, and required flags; hand it to whoever configures your CRM\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAutomation Scenarios 3–6\u003c\/strong\u003e — 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\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAsync Video Script Library\u003c\/strong\u003e — 4 beat-sheet scripts (welcome, form walkthrough, weekly progress, low-score recovery) plus recording standards\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eChase \u0026amp; Recovery Swipe File\u003c\/strong\u003e — the 6 awkward emails nobody templates: form nudges, access chasers, health checks, recap delivery\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003e30-Day Sprint Tracker \u0026amp; Launch Sign-Off\u003c\/strong\u003e — a week-by-week build plan, a go-live gate, and a first-client debrief form\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp dir=\"ltr\"\u003eEvery template marks exactly where a human sentence is required — so your onboarding scales without ever sounding automated.\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003eBest used alongside the core toolkit (sold separately, or grab the bundle and save).\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003eInstant digital download · Print-ready US Letter PDF · Fillable worksheets included\u003c\/p\u003e","brand":"PDFBookGuide","offers":[{"title":"Default Title","offer_id":48376555765986,"sku":null,"price":19.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0833\/5858\/0962\/files\/TheIntakeImplementationKit.png?v=1788898204","url":"https:\/\/pdfbookguide.com\/products\/scaling-intake-implementation-kit","provider":"PDFBookGuide","version":"1.0","type":"link"}