Client Intake Process Buildout & Coordination

This service focuses on building structured, professional intake systems that guide clients, partners, or participants smoothly from first contact to active engagement.

I design and implement intake processes that organize information, automate where appropriate, and create clear workflows so onboarding is consistent, efficient, and easy to manage. This includes building forms, coordinating internal handoffs, setting up tracking systems, and establishing communication flows that support both your team and your clients.

Support may include:

• Intake and onboarding workflow design

• Form creation and data capture systems

• Automated intake and follow-up sequences

• Client tracking and onboarding dashboards

• Internal handoff and approval workflows

• Communication templates and intake documentation

• Coordination of onboarding tasks and setup

• System testing, cleanup, and optimization

This monthly service is ideal for organizations that are growing, launching new programs, or struggling with disorganized onboarding, inconsistent follow-up, or scattered client information.

Outcome: a clear, repeatable intake system that improves client experience, strengthens internal coordination, and reduces administrative strain.