High-Intent Client Intake & Project Registration

This workflow is designed to move leads from 'just browsing' to 'qualified project' without the back-and-forth email fatigue. It balances low-friction contact capture with high-friction qualification questions (budget, decision-making power, and readiness) to ensure you only spend time on discovery calls that actually convert.

Phase 1: The Basics

Establish who is reaching out and how they found you. Tracking the referral source is critical for your marketing ROI.

Primary Point of Contact*

Business Email*

How did you find me?

Phase 2: Scope & Investment

Qualify the lead based on their budget and timeline. If their expectations don't align with your floor, you can automate a referral early.

Allocated Budget (USD)

Desired Launch/Completion Date

Phase 3: Readiness & Friction

Use this section to weed out tire-kickers. Real clients have documented goals and authorized budgets.

What does success look like for this project?

Project Readiness Checklist

I have a signed-off project brief

Budget is approved and allocated

I am the final decision maker

I need to start within the next 30 days

1 of 3

Practitioner’s Playbook #

The Budget Floor: Note that the minimum value in the budget field is set to $1,000. Adjust this based on your own project minimums to discourage low-ballers immediately.
The 'Why Now' Question: The project goals section isn't just for info; it's to see if the client has actually thought through the ROI of the work.
Post-Submission: If the lead selects 'Past Client' or 'Personal Referral' AND 'Budget is approved,' move them to the top of your inbox for a same-day response.

Created by

chioma.docsChioma