Free discovery call
A 15 to 20 minute call to see whether intake is really where your time is going.
Client intake for small businesses
From first inquiry to fully onboarded, the same way every time
We build client intake systems, so a new client moves through your business the same way every time and nobody has to chase a form, a reply or a missing detail.
Forms returned, welcome sent
The path every new client follows
1InquiryEvery channel lands in one place
2VettingClear criteria, checked early
3Booking or quoteA defined next step
4OnboardingForms and a welcome, in order
5Follow-upNothing left to memory
Who it is for
Any business that brings in new clients through more than one door and wants the first weeks to feel organized.
- Businesses with several ways in. Referrals, calls, website messages and walk-ins all land in different places.
- Small service businesses. A new client needs checking, forms and a welcome before the real work begins.
Intake usually grows by accident
Most owners never planned their intake. It built up one workaround at a time. These are common signs it is time to write it down.
- Inquiries arrive in several places and nobody is sure who owns the reply.
- Forms go out, come back late or incomplete, and someone has to chase them.
- Each team member onboards a new client a little differently.
How it works
Three steps, each with a clear result.
Intake audit
A written map of how intake runs today, where time leaks, and the top three fixes.
Intake system build
We set up the intake system and write the SOP, so any team member can run it.
Let us see if intake is the real problem
The first call is free and there is nothing to prepare.
Book a free discovery callComing later
The Privacy-Safe AI Kit
Practical guidance for using AI at work while keeping client information out of AI tools. In development. It is not part of what we offer today.
Services
Two ways we help
Start with the audit to see what is happening today, then build the system. Each one has a fixed scope and a fixed price agreed before we begin.
Intake audit
A written review of how new clients reach you and move through your business today.
- A map of your current intake across every channel
- Where time leaks and where clients slip through
- The top three fixes, in order of priority
- A clear recommendation on what to do next
Intake system build
We set up the system, write it down, and hand it over ready to run.
- One clear intake path for every channel: phone, email, website message, walk-in and referral
- Vetting criteria, so unsuitable referrals are caught early
- An intake form and a welcome sequence
- A written SOP any team member can follow
Not sure where to start?
Book the free discovery call. We will tell you honestly whether the audit makes sense for you.
Coming later
More from Remarkable Consulting
- Team onboarding. The same method, applied to new team members.
- The Privacy-Safe AI Kit. Guidance for using AI at work while keeping client information out of AI tools.
Both are in development and are not available yet.
How it works
Three steps, each one clear
You always know what you are getting and what it costs before you commit.
Free discovery call
A 15 to 20 minute conversation. You tell us how new clients reach you and what feels hardest. We tell you honestly whether intake is the real problem. If it is not, we will say so.
Paid intake audit
A fixed-price written review: how intake runs today, where time leaks, and the top three fixes. It is a defined result you keep, whether or not you go further.
Intake system build
A fixed-price setup of your intake path, vetting criteria, intake form, welcome sequence and written SOP, so the process runs the same way no matter who is on shift.
What we need from you
- A short call to explain how intake works today
- Copies of any forms, emails or templates you already use
- Someone who knows how new clients are handled day to day
What we do not do
We design your process. We do not give legal advice, and the decisions about your clients and your business stay with you.
Ready for the first step?
Book a free discovery callVeteran-owned
Built on years of onboarding work
Remarkable Consulting helps small businesses write down how they bring on new clients, so the work stops depending on memory and good intentions.
Why we exist
Every business needs its processes documented, with SOPs in place. Time is the biggest pain for small businesses, and a large share of it goes to onboarding: first new clients, then new team members.
We bring experience in designing and streamlining onboarding and offboarding for service businesses, and we apply it to yours.
Remarkable Consulting is a veteran-owned business.
How we work
One journey, every time
Inquiry, vetting, booking or quote, onboarding, follow-up.
Written down
If it is not documented, it is not a system.
Plain language
No jargon, and no tools you do not need.
Fixed scope
You agree the result and the price before we start.
Contact
Book a free discovery call
Send a short email and we will reply to arrange a 15 to 20 minute call.
Email us
What to include
- The kind of business you run
- How new clients reach you today
- What feels hardest about bringing someone on
What happens next
We read your note, reply to find a time, and hold a free call. There is no obligation to go further.