Client Intake Bot

Qualify leads while you sleep. This skill creates conversational intake workflows that capture prospect information, score their fit, and route the best opportunities to you — automatically.

What It Does

• - Conversational Intake: Natural Q&A flow instead of boring forms
• Lead Scoring: Score prospects on budget, timeline, fit, and authority
• Auto-Responses: Instant personalized replies based on score
• Smart Routing: Hot leads → immediate notification; cold leads → nurture sequence
• Qualification Logic: Branching questions based on previous answers
• Follow-Up Sequences: Automated nurture for not-yet-ready prospects

Quick Start

1. Basic Intake Setup

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2. Service-Specific Intake

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3. Multi-Step Nurture

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The Intake Workflow

Phase 1: Initial Capture

Entry Points:

• - Website contact form
• Social media DM auto-responder
• Email autoresponder
• Calendar booking pre-qualification
• Landing page chatbot

First Message Template:
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Phase 2: Qualification Questions

Design your question flow:

Question Types:

• - Multiple choice: Easy to answer, easy to score
• Open text: Richer context, harder to auto-score
• Yes/No: Quick decision points
• Scale (1-5): Quantifiable fit metrics
• File upload: RFPs, briefs, existing materials

Question Sequence (example for web design):

1. 1. "What type of project?" (Multi-choice)

1. 2. "What's your budget?" (Multi-choice with ranges)

1. 3. "What's your timeline?" (Multi-choice)

1. 4. "Tell me about your business..." (Open text)

Phase 3: Lead Scoring

Scoring Matrix Example:

Score Ranges:

• - 0-15: Cold → Automated nurture sequence
• 16-29: Warm → Personalized email + add to newsletter
• 30-40: Hot → Immediate notification + priority follow-up

Phase 4: Auto-Response

Hot Lead Response:
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Warm Lead Response:
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Cold Lead Response:
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Phase 5: Routing & Notification

Notification Rules:

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Advanced Features

Conditional Logic

Branch based on answers:

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Industry-Specific Customization

For Agencies:

• - Capture: Current agency relationship, reason for switching
• Score: Budget, timeline, decision process
• Route: By service line (SEO, PPC, creative)

For Consultants:

• - Capture: Problem urgency, internal capabilities, past attempts
• Score: Complexity, budget, commitment level
• Route: By expertise area

For Freelancers:

• - Capture: Project scope, ongoing vs one-time, communication preference
• Score: Rate fit, project interest, client personality fit
• Route: By project type

Integration Points

CRM Integration:

• - Create contact in HubSpot/Salesforce/Pipedrive
• Tag with lead score and source
• Add to appropriate pipeline stage

Calendar Integration:

• - Hot leads → Priority booking link (shorter notice)
• Warm leads → Standard booking link
• Auto-add context to calendar description

Email Integration:

• - Add to segmented lists based on score
• Trigger nurture sequences
• Track engagement for re-scoring

The Follow-Up Sequence

Not-Ready-Yet Nurture (30-day)

Day 0: Thank you + relevant resource
Day 3: Case study from their industry
Day 7: Educational content (blog post, video)
Day 14: Soft check-in + offer free consultation
Day 21: Social proof (testimonials, results)
Day 30: "Still interested?" re-engagement

Stale Lead Revival (90-day)

Day 90: "What changed?" survey
Day 120: New service announcement
Day 180: "Last chance" breakup email

Metrics to Track

• - Conversion Rate: Intake starts → qualified leads
• Response Rate: Your replies to hot leads
• Win Rate: Qualified leads → closed deals
• Average Deal Size: By lead source and score
• Time to Close: By lead temperature
• Nurture Engagement: Email opens/clicks from cold leads

Best Practices

1. 1. Keep it short — 3-5 questions max for initial qualification
2. Ask budget early — filter price shoppers quickly
3. Make it conversational — not a form, a dialogue
4. Respond fast — 5 minutes is the new standard for hot leads
5. Personalize everything — reference their specific answers
6. Set expectations — tell them what happens next
7. Always provide value — even "no" responses get something helpful

Common Mistakes

1. 1. Too many questions — abandonment rates skyrocket after 5 questions
2. No scoring — treating all leads equally wastes time
3. Slow response — hot leads go cold in hours, not days
4. Generic responses — obvious automation kills trust
5. No nurture — warm leads become hot with time and education
6. Ignoring data — not iterating based on conversion patterns

Integration Ideas

• - Connect to proposal-generator to auto-create proposals for hot leads
• Use with invoice-tracker to manage client payments post-close
• Pair with content-repurposer to create lead magnets for nurture sequences

Monetization Note

This skill is part of the Freelancer Revenue Engine. For maximum value, use alongside:

• - proposal-generator — convert qualified leads to proposals
• INLINECODE1 — manage client payments

Bundle available: Freelancer Revenue Engine ($89)