Intake System Build

    Intake System Build for Allied Health Practices

    Leads go cold. Forms get abandoned. Scheduling is chaotic. You're leaking potential clients at every step of your intake process. We rebuild your entire intake system to convert more inquiries into booked sessions.

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    Investment

    $1,500

    Timeline

    2 weeks

    Intake Problems We Solve

    Inquiries that go cold because follow-up is manual and slow
    Forms that are too long, confusing, or break on mobile
    No clear path from inquiry to booked consultation
    High no-show rates for initial appointments
    Staff spending hours on back-and-forth scheduling
    Inconsistent client experience across team members

    What's Included

    Intake Flow Mapping

    We map your ideal client journey from first contact to first session, identifying gaps and friction points.

    Form Creation & Optimization

    New or rebuilt intake forms that capture the right information without losing leads.

    Automated Email Sequences

    Confirmation, reminder, and follow-up emails that run automatically.

    Scheduling Integration

    Connected scheduling that makes booking seamless for clients and staff.

    Full Deliverables List

    • Complete intake flow mapping and design
    • Form creation and optimization
    • Automated confirmation emails
    • Reminder sequence (reduce no-shows)
    • Follow-up sequence for non-converters
    • Scheduling system integration
    • Staff training documentation
    • 30-day post-launch support

    What You Can Expect

    Higher Conversion

    More inquiries becoming booked clients through a streamlined process.

    Fewer No-Shows

    Automated reminders and clear expectations reduce missed appointments.

    Less Admin Time

    Automation handles follow-up so your team can focus on clients.

    Ready to Stop Losing Leads?

    Book a call to discuss your intake process and see how we can help.

    Send an Inquiry