Practical guides for intake, qualification, routing, and handoff.
Client Intake Checklist
Review entry clarity, information collected, qualification, routing destination, CRM record, owner, status, next action, confirmation, expected timing, and reschedule path.
How Many Fields Should an Intake Form Have?
There is no universal correct number. Keep fields that identify, qualify, route, prepare, or schedule. Move later-stage questions out of first intake.
When Should You Qualify Before Booking?
Qualification makes sense when service area, matter type, appointment type, eligibility, project fit, or prerequisites matter.
How to Route Prospects, Existing Clients, and Referrals
Separate journeys only when the next action differs. Keep first choices simple and clear.
What Should Happen After a Form Submission?
A successful submission creates visitor clarity and business ownership. Both sides know what comes next.
Want us to look at your current intake?
Book an Intake Review. We will look at how information is collected, qualified, routed, booked, and handed off today and whether a cleaner system makes sense.