Client intake workflow automation

Professional Services

Start with intake and quote follow-up.

Built for accounting firms, agencies, consulting teams, legal intake teams, and field-service operators that need intake or quote follow-up workflows built properly before expanding.

View demo dashboard

Sales Recovery Dashboard

Sample client dashboard

Stale leads now

-18% vs last week

Recovered leads

+7 this week

Follow-ups created

+12 vs prior 14d

Recovery trend

Workflow run

Synced CRM records

Detected stale opportunities

Created managed follow-ups

Updated dashboard metrics

Priority workflow

Start with intake and quote follow-up.

Client intake and quote follow-up are concrete, repeated, and easy to measure without pretending to automate the entire service business.

Built for accounting firms, agencies, consulting teams, legal intake teams, and field-service operators that need fewer manual handoffs.

Operations pain

Admin work piles up when intake, quotes, and delivery are not connected.

Professional and service teams do not need more reminders. They need fewer manual handoffs.

-new inquiries are not followed up consistently
-quotes and proposals go quiet
-client onboarding depends on manual checklists
-front-office work lives in inboxes and spreadsheets
-owners cannot see where work is stuck

Possible next workflows

Expand after the priority workflow is stable.

After intake or quote follow-up proves value, similar workflow patterns can expand into onboarding, appointment recovery, or delivery handoffs.

Client intake workflow

Trigger: Form submission, email request, booked call, or new CRM record.

Actions: Create client or project record, assign owner, request missing info, summarize context.

Metrics: Intakes processed, missing info requests, response time, handoffs completed.

Quote and proposal follow-up

Trigger: Quote sent, no reply after X days, or opportunity aging.

Actions: Create follow-up task, send alert, draft reminder, update dashboard event.

Metrics: Quotes followed up, stale opportunities, recovered inquiries.

Onboarding and delivery handoff

Trigger: Signed proposal, payment, contract, or status change.

Actions: Create project checklist, notify responsible team, request assets, track overdue tasks.

Metrics: Onboarding speed, overdue handoffs, tasks completed, blocked clients.

Appointment and no-show recovery

Trigger: Booked appointment, missed appointment, cancellation, or no confirmation.

Actions: Send reminder, alert owner, create recovery task, log outcome.

Metrics: Appointments confirmed, no-shows, recovery actions, booked jobs.

Systems often connected

The priority workflow normally touches CRM, scheduling, inbox, spreadsheet, accounting, project, or team alerting systems.

HubSpotHighLevelGoogle SheetsGmailSlackClickUpMondayQuickBooks OnlineServiceTitanTypeformCalendly

The dashboard should answer

Service operators need visibility into stuck work and handoffs, not another spreadsheet.

-how many inquiries were captured
-which quotes need follow-up
-which onboarding steps are overdue
-which appointments are at risk
-where handoffs are failing
-how much admin work was removed