The High-Signal Client Intake & Booking Workflow
Professional intake isn't just about collecting data—it's about qualifying leads so you don't waste time on discovery calls that go nowhere. This workflow is designed to capture high-intent details while setting clear expectations for the next steps.
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What happens next? #
1.
Qualification Review: I'll personally review your responses within 24 hours to ensure we're a good fit.
2.
Direct Booking: If approved, you'll receive a link to book a 20-minute Technical Discovery call.
3.
Scope Alignment: We'll finalize the Statement of Work (SOW) and deposit to secure your spot in the production queue.
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