Leveraging Automation: The Intake Form
Ever lost a potential client because you couldn't respond fast enough? That's the problem we're solving with automation — and it starts with one simple intake form.
When someone wants to work with you, they shouldn't have to jump through hoops or wait days for a reply. Today kicks off a new series on building automation systems for your business, and we're starting with the foundation: a single, simple form that captures every lead and puts them in one place. No more scattered messages across email, DMs, and phone calls. One front door, one auto-reply, zero missed opportunities. Plus, I'll walk you through free tools you can use to build it today — no budget required.
Highlights
- Why doing everything manually will eventually burn you out and let leads slip through the cracks
- The Saturday baseball game scenario: how delayed responses cost you real money
- The five-question rule — why your intake form should never exceed five fields (and the first two are free: name and email)
- Using the BANT framework (budget, authority, need, timing) to craft your qualifying questions
- Making your form the single "front door" across every channel — website, email signature, social media, Google Business profile
- Setting up auto-replies on DMs and email so every inquiry gets an immediate response
- Connecting form submissions to one central place (Trello or Google Sheets) as a lightweight CRM
- Why you must test the form yourself before launching it
- Free tools that make this cost nothing: Tally and Google Forms
- Advanced upgrades: conditional logic to auto-reject unqualified budgets, routing by service type, and tagging lead sources
- "Clarity is kindness" — how automated budget screening saves both you and the prospect from an awkward call
Chapters
0:00 — Why Automation Matters
1:46 — The Intake Form Goal
2:33 — Missed Leads Scenario
4:17 — Five Questions Only
7:29 — Make It the Front Door
9:08 — Send Leads to One Place
10:04 — Test and Launch
10:40 — Free Form Tools
13:23 — Next Steps and Upgrades
16:23 — Weekly Action Plan
17:13 — Scheduling Next Week
Resources
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This show is part of the ICT Podcast Network, for more information, visit ictpod.net.
