Intake Autopilot
Get everything you need from new clients without chasing them.
A guided intake that collects only the information you need, explains why, and chases the gaps on its own.
30 minutes, no cost. You’ll leave knowing whether Intake Autopilot is the right first step.
Sound familiar?
- “It takes a dozen emails to get the logins we need.”
- “We can’t start work because we’re waiting on the client.”
- “Half of what we ask for, we never use.”
If that’s your week, Intake Autopilot was built for it.
What changes
Onboarding drags because collecting access, data and answers takes a dozen emails. We cut the intake down to what’s really required, then automate the asking and the chasing. Setup takes days instead of weeks, and work starts sooner.
Before
- Endless email back-and-forth.
- Missing logins.
- Weeks pass before work can start.
After
- One guided intake with automatic reminders.
- A live checklist of what’s still missing.
- Kickoff happens as soon as it’s complete.
Why it’s worth doing
Four things decide whether anything is worth your time: how big the result is, how sure you can be that it works, how long it takes, and how much it asks of you. Here’s how Intake Autopilot measures up.
The result (bigger is better)
Work starts in days instead of weeks.
Why it works (more certainty is better)
We cut the intake to what’s truly required first, so the client has less to do.
How fast (less waiting is better)
Live in 2–4 weeks.
Your effort (less is better)
One intake audit with me. After that, it does the chasing.
Everything you get
Intake Autopilot, piece by piece. Built on tools you already use or can buy off the shelf.
The Intake Audit
Every item you chase today, marked required or not. Most lists shrink.
The Guided Intake
A conversational form or agent that explains why each item is needed.
Automatic chasing
Polite reminders for anything still missing.
Secure access handling
Credentials go through a password manager, never email.
Completion dashboard
What’s in and what’s missing, at a glance.
Ongoing care
Monitoring, tuning as your business changes, fixes when a connected tool changes, and a 30-minute review with me every month. Cancel with 30 days’ notice.
Plus two bonuses
- Bonus 1
“What happens next” timeline
A client-facing page showing the steps from signing to kickoff.
- Bonus 2
Secure access checklist
A standard list of what access to ask for, and how.
Want to see it on your own work? Bring a real example to the call.
Book a free consultationHow it works
List what you chase
Everything you ask new clients for today.
Cut what isn’t needed
Keep only what’s really required.
Build the intake
A form or agent with automatic reminders.
The math
Days
to kickoff, not weeks
The measure is the time from signing to having everything you need. Fewer emails is the side effect.
Every figure here is an illustration. On the call, I run it with your hours, your rates and your deal sizes.
Run the numbers with meIs it right for you?
It’s for you if
- You need logins, files or data from new clients before you can start.
- Onboarding drags on for weeks.
- Your team spends time chasing clients for information.
Skip it if
- You need almost nothing from clients to begin.
- You take on fewer than a handful of clients a year.
Questions about client intake
How do I collect information from new clients without endless emails?
Use one guided intake that asks only for what you need, explains why, and sends automatic reminders for anything that’s missing.
What’s the safest way to get passwords and logins from clients?
Use the secure sharing feature of a password manager, never email or a web form.
What should a client intake form ask?
Only what you need to start the work. List everything you currently chase clients for and cut whatever you never use. Most lists get much shorter.
How can I speed up client onboarding?
Ask for less, ask once, in one place, and automate the reminders. Work can start as soon as the checklist is complete.
Can an automated intake replace onboarding calls?
It can replace the information-gathering part. Keep a call for the relationship and for setting expectations, and skip the parts that are only about collecting details.
Will clients find it annoying?
Less than a dozen emails. It asks only for what’s needed, explains why, and reminds them politely.
Can it work with our project tool?
Usually, yes. The completion status can flow into the tool your team already uses.
What does it cost?
It depends on the tools you use and how much setup is involved. Every solution is a one-time setup plus optional ongoing care, and you get a fixed quote before anything starts. On the free call, I’ll tell you honestly whether it’s worth it for your numbers.
Send me the list of things you chase new clients for. I’ll show you which ones you can drop.
30 minutes, no cost, no pressure.