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Client Intake + Discovery Flow
Multi-step intake form and discovery call prep doc so every new engagement starts with full context — tool access, stakeholder map, current stack, success metrics, and scope boundaries.
What's Included
- Pre-call intake form (15 fields)
- Discovery call question bank (30 questions)
- Success metrics template
- Stakeholder map worksheet
- Current tech stack capture grid
How to Use This Template
- Send the intake form link as part of your booking confirmation
- Review responses before the discovery call
- Use the question bank to fill in gaps during the call
- Complete the stakeholder map and paste into your CRM record
- Use success metrics to anchor scope in the proposal
Who This Is For
- •AI agencies and automation consultants onboarding new clients
- •Solo operators who lose time re-asking questions in early calls
- •Agencies that want a repeatable, professional onboarding experience
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Template FAQ
Can I customize the intake fields?
Yes. The template is a starting point — add or remove fields to match your engagement model.
How does this work with Systemly?
Once a lead submits through Systemly, the intake fields map directly to the client record. No copy-paste.