How to Automate Client Intake in 3 Simple Steps
Stop chasing forms and start signing clients with a streamlined intake process that takes minutes to set up.
Every coach knows the pain of chasing down intake forms, waivers, and payment details. It’s a time sink that adds zero value to the client experience. The fix? A simple automated intake system that works while you sleep.
Step one: Use a template form that collects everything you need—name, email, goals, and payment info. Tools like Google Forms or Typeform work, but a dedicated client portal is even better. Step two: Connect it to a payment gateway that triggers an invoice and access link automatically. Step three: Deliver a welcome sequence with your onboarding materials.
I’ve seen coaches cut their admin time by 80% with this setup. You don’t need fancy software—just a clear process and the right templates. Start with one form, test it, and iterate. Your future self will thank you.