The Zero-Touch Client Intake Complete System — Blueprint + Kit + Ops Workbook

The architecture, the build, and the dashboard. Everything you need to go from signed contract to fully provisioned project — with no human touching the data.

Built for freelance consultants and boutique agency owners, the Complete System is all three Zero-Touch products in one order: the strategy that designs your pipeline, the assets that build it in 14 days, and the workbook that proves it's working.

Who this is for

You're done losing the first week of every engagement to admin — and you don't want to buy the fix in three pieces. This is for you if you want the architecture, the 14-day build assets, and the live dashboard in one order: signed contract in, provisioned project out, proof on a dashboard. If you're the type who buys the whole system and ships it, this is yours.

1 — The Blueprint (24-page PDF) · $39 value
The architecture. Five modules: the four-zone onboarding architecture that maps contract execution to automated project setup, AI-driven data extraction with a production-ready prompt and JSON schema, the full automation stack (Zapier/Make, CRM, portals, AI agents), self-serve portals with dynamic AI intake forms, and the audit and exception-handling protocol that keeps it running without you.

2 — The Implementation Kit (21-page PDF) · $34 value
The build. A 14-day day-by-day script with "done when" exit criteria, step-level scenario specs with Zapier and Make equivalents, 6 production AI prompts, a 10-message client email swipe file, 8 pre-filled exception runbooks, a 24-case go-live test protocol, and a white-label client insert ready to rebrand.

3 — The Ops Workbook (Excel) · $17 value
The proof. A 7-tab tracker your automations write to directly: event and exception logs, a cost model that computes break-even and payback, a go-live test tracker, and a live KPI dashboard scoring all eight zero-touch metrics against targets with automatic red/green status. 2,000+ formulas, zero setup.

The targets this system is built to hit: under 15 minutes from signature to provisioned project · ≤1 human touch per intake · 90%+ first-pass data completeness.

No code required. Tool-agnostic — works with Zapier, Make, or n8n and the CRM, project tool, and portal you already use. Instant digital download: two PDFs and one .xlsx file.