Client Intake & Workflow Setup

Client Intake & Workflow Setup

$29.00

One-time process design service providing a customized client intake flow, workflow mapping from onboarding to delivery, and tool recommendations.

Category:

Overview

The Client Intake & Workflow Setup is a one-time process design service that helps you create a clear, organized flow for how clients move from first contact to service delivery. This service focuses on structure and efficiency, reducing manual work and improving consistency.

You’ll receive a customized intake and workflow outline designed to support smoother operations and a better client experience.

What’s Included

  • Design of a customized client intake flow

  • Workflow mapping from inquiry to delivery

  • Identification of key steps, touchpoints, and handoffs

  • Recommendations for tools to support the workflow (no software purchases included)

How This Helps Your Business

  • Reduces confusion and missed steps

  • Saves time by standardizing client handling

  • Improves internal organization

  • Creates a smoother onboarding experience for clients

What This Is Not

  • Not automation setup or technical integration

  • Not CRM or software implementation

  • Not ongoing operational support

Best For

  • Service-based businesses handling multiple clients

  • Business owners managing intake manually

  • Teams seeking clearer operational structure

Delivery & Access

  • One-time process design service

  • Virtual service (non-downloadable)

  • No recurring charges

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