Client Intake System ImplementationRachel Fountain
Most professional service firms lose potential clients because enquiries arrive through multiple channels and follow-up becomes inconsistent.
Phone calls, website forms, emails and internal referrals often end up tracked in spreadsheets or inboxes. This leads to missed follow-ups, poor visibility and lost opportunities.
I design and implement structured client intake systems so every enquiry is captured, followed up and visible to leadership.
this service creates a clear process from first enquiry through to conversion.
What this includes:
enquiry workflow mapping
intake form design
CRM or system configuration
leads stages and follow-up automation
pipeline reporting setup
Outcome:
Every enquiry is captured, followed up and visible, helping firms convert more enquiries into clients.
Recent implementation improved conversion from approx. 25% to 40-50% by redesigning the enquiry handling process.
If your firm receives regular enquiries but lacks a clear system to track and follow them, this service will help you fix that.
FAQs
Starting at$2,500
Duration3 weeks
Tags
CRM
Business Operations
Business Workflow Automation
Process Design
CRM Implementation
Systems Setup
Service provided by
Rachel Fountain proLondon, UK
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- Followers
Client Intake System ImplementationRachel Fountain
Starting at$2,500
Duration3 weeks
Tags
CRM
Business Operations
Business Workflow Automation
Process Design
CRM Implementation
Systems Setup
Most professional service firms lose potential clients because enquiries arrive through multiple channels and follow-up becomes inconsistent.
Phone calls, website forms, emails and internal referrals often end up tracked in spreadsheets or inboxes. This leads to missed follow-ups, poor visibility and lost opportunities.
I design and implement structured client intake systems so every enquiry is captured, followed up and visible to leadership.
this service creates a clear process from first enquiry through to conversion.
What this includes:
enquiry workflow mapping
intake form design
CRM or system configuration
leads stages and follow-up automation
pipeline reporting setup
Outcome:
Every enquiry is captured, followed up and visible, helping firms convert more enquiries into clients.
Recent implementation improved conversion from approx. 25% to 40-50% by redesigning the enquiry handling process.
If your firm receives regular enquiries but lacks a clear system to track and follow them, this service will help you fix that.
FAQs
$2,500