Client Intake & Workflow Setup

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.

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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)

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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

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What This Is Not

• Not automation setup or technical integration

• Not CRM or software implementation

• Not ongoing operational support

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Best For

• Service-based businesses handling multiple clients

• Business owners managing intake manually

• Teams seeking clearer operational structure

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Delivery & Access

• One-time process design service

• Virtual service (non-downloadable)

• No recurring charges