By profession · Agency client intake
Agency client intake that screens and briefs every inbound lead
Agency inboxes fill with inquiries that range from dream clients to budget-less tire-kickers. Consultations handles agency client intake so your team only meets the ones worth meeting. The AI runs an intake conversation, captures the project brief, and qualifies the lead against your criteria for budget, scope, and fit.
It collects the assets and details you need, books the pitch or discovery call, and hands your team a prepped summary, so you walk into the call already understanding the project. The agent does the screening, intake, and scheduling. Your strategists and creatives bring the ideas and the advice.
One AI conversation · qualifies and books · you get a prepped brief
Pick a profession, watch the brief fill itself
The AI runs the discovery consultation, qualifies the lead, collects details and documents, and books the paid appointment, then hands you a prepped brief.
Intake brief
↑ pick a profession to run the intake
Discovery consultation
liveIntake brief
Qualification
Scored against this firm's intake criteria, with the reasons on the brief.
Appointment
bookedat
Brief ready for
Brief readyLive and interactive · qualified, briefed, and booked
Every lead qualified, briefed, and booked · intake and scheduling, not advice · you own your data
Works with your calendar
Intake only · never advice
Why it works
What your practice gets with agency client intake
Screen the inbound
The AI qualifies for budget, scope, and fit, so your team skips the tire-kickers.
Capture the brief
Intake gathers the project details and assets, so the brief is in hand before the call.
Book the pitch
Qualified leads get booked with a prepped summary waiting for your team.
What it handles
Run the intake, qualify the lead, book the appointment
Consultations runs the discovery conversation, asks the right questions, collects the details and documents you need, qualifies the lead, books the paid appointment, and hands you a prepped brief, all in one place.
- Qualify inbound leads for budget and scope
- Capture the project brief in the intake flow
- Collect assets and reference materials upfront
- Book the pitch or discovery call automatically
- Hand the team a prepped project summary
Verdict
QualifiedDetails collected, lead qualified, and the paid appointment is on your calendar.
Why Consultations
Intake run, lead qualified, appointment booked
Not a calendar link, not a static form, not a separate qualification step. One AI conversation replaces the calendar link plus form plus qualification plus brief, and hands you a prepped client ready for the meeting.
Runs the consultation
The AI runs the discovery conversation, asks the right follow-ups, and collects the details and documents you need before the call.
Qualifies and books
It scores fit against your criteria, qualifies the lead, and books the paid appointment straight onto your calendar.
Intake, not advice
Intake, qualification, scheduling and admin only. Your licensed professionals give the advice. Client data is consented, private, owned and exportable.
Good questions
Questions about agency client intake
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Let the AI run the discovery conversation, qualify the lead, collect the details and documents, book the paid appointment, and hand you a prepped brief. Intake only, never advice, and your client data stays yours.
One AI conversation · qualifies and books · prepped brief in hand · intake only, never advice