Client Work
An intake system that routes itself.
New inquiries get a clear path forward, automatically.
The Gap
New inquiries arrived with no clear next step — manual follow-ups, missed handoffs, and no sense of where leads were actually coming from. The work of intake was happening, but by hand, every time.
What I Did
- →Built routing so new inquiries went the right way on their own.
- →Automated the onboarding touches that used to be manual.
- →Added source tracking to see where leads come from.
Still chasing intake by hand?
If new inquiries depend on you remembering the next step, a system can carry that for you. Let's build one.