Your client intake should run without you.
One plain-English request in, a booked client out.
Build an intake automation that reads a request, drafts the proposal, books the call, and fills your CRM while you sleep.
What's inside
- A hands-off intake flow from inquiry to booking
- Step-by-step setup you can copy in an hour
- Plain-English prompt that triggers the whole loop
- CRM record and proposal generated automatically
The Invisible Client Intake Setup Guide
by Divjot Sahni · EZYE Consulting · ezye.com.au
The gap that kills your deals
Most solopreneurs lose clients in the space between interested and onboarded.
The manual back-and-forth — proposal, scheduling, CRM entry — burns the momentum you built on the call.
Here's the exact point in your funnel where the automation takes over so nothing goes cold...
The one request that starts everything
You type a single plain-English line describing the incoming lead.
The automation reads it and decides which steps to run.
The full trigger phrase and how to structure it lives in the complete guide below...
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