Client Intake System for Small Businesses with CRM Automation Blueprint

Stop losing leads. Start every client relationship professionally — without chasing spreadsheets.

This plug-and-play client intake system helps service-based businesses collect client info, automate welcome emails, and never forget a follow-up — all inside Salesforce.

What you get:

• A done-for-you client intake form (template + structure)
• Step-by-step CRM setup in Salesforce (no tech skills needed)
• A visual automation blueprint (form → flow → task)
• Bonus: Optional Google Form intake version for non-Salesforce users

You’ll be able to:

• Auto-send welcome emails
• Set 3-day follow-up reminders
• Track referrals, services, and appointment requests
• Build a CRM foundation that scales with your business

Who it’s for:

• Solo service providers (stylists, consultants, coaches)
• Small business owners using spreadsheets
• Anyone looking to get started with Salesforce fast

Launch Price: $30

Need Help?

Add our $50 installation service at checkout and we’ll set everything up for you — including the form, flow, and fields.

Questions?

Email: Davistopia@consultant.com

Visit us: https://taydaviz.github.io/DavisTopia.io