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Create client records and proposal from intake form

Create client records and proposal from intake form

Client intake form responses go unprocessed, causing manual entry, billing delays, and slow proposal turnaround for website and hosting clients. They become full client records and a draft proposal ready for outreach the same day.

Create client records and proposal from intake form

Overview

Manual intake creates handoffs and slows proposals—every minute lost reduces the chance of same-day contact. This flow converts each intake into client records across CRM and billing, plus a draft proposal, so you can reach out and issue proposals the same day.

Create client records and proposal from intake form