Intake & Onboarding
A custom client intake-to-contract flow that collects what you need and gets out of your way.
From $6,000
Scope-dependent; final quote after discovery call
About This Offering
Most onboarding tools optimize for the vendor's metrics, not yours. Intake & Onboarding is a small custom app we build for your exact process — discovery form, document collection, contract sending, kickoff scheduling — without forcing you into anyone else's workflow.
We map your current intake process, find the friction, and build a Next.js + Supabase app that mirrors how you actually work. Forms feed straight into your CRM (or no CRM at all). Documents land in your storage. Contracts go out through your existing tooling.
What You Walk Away With
- Every new client lands in the same shape, every time
- You stop chasing missing information
- First impression matches the rest of your work
What's Included
- Custom intake form built for your questions
- Document upload and secure storage
- Automated contract send (DocuSign, HelloSign, or your tool)
- Calendar handoff to your existing booking system
- Email notifications tuned to your team
- Full source code in your GitHub repository
The Shape of It
- Timeline
- 3–4 weeks from discovery to handoff
Start a Conversation
Tell Us About Your Project
Send a short note about what you're working on and we'll get back to you within two business days. No pitch, no pressure.