Services / Our tools don't talk to each other
Requests in, screened and moving, without the email chain.
Applications, guest requests and paid consults move from the form to a yes or no to the next step on their own.
See pricingBuilt on your CRM and your calendar
From the filesBuilt
- A podcast network: one two-form system used across [7] shows. Guest requests are screened in the CRM. A yes gets a calendar and the intake form. When the episode is produced, the guest and host are emailed automatically.
- An education advocate: three consult tiers, including a paid one that needs approval before the client can pay.
Built · live
The problem
Every request becomes an email thread.
Someone asks to be a guest, apply or book a paid consult. The request lands in an inbox, gets forwarded, gets a reply two days later.
The details you need arrive in pieces, some in the form and some in replies, and nobody has the whole picture.
A good intake flow asks the right questions up front, lets you say yes or no in one click, and handles what happens next.
How it works
Intake and approval flows, start to finish
- 01Request formA short form on your site that asks only what you need to decide.
- 02DecisionIt lands in a pipeline. Yes or no is one click.
- 03Next stepA yes gets the calendar and the detailed intake form. A no gets a kind reply or another offer.
- 04AfterDetails sync where your team works, and the right people get emailed when it's done.
What you get
Request form
Pipeline with decision stages
Intake form
Follow-up messages
Handover notes
The buildFrom $[0,000]Fixed scope, fixed price.
Guarantee[Your guarantee here.]
Find out where your requests stall.
The audit follows one request from form to finish. $250, credited to the build.