Client Intake CRM + Automation Handoff Pack for Airtable & Sheets

Stop losing client inquiries in scattered forms, spreadsheets, and inbox notes. This pack gives you a practical intake CRM you can import into Airtable or Google Sheets and customize in one working session.

You get:

• four import-ready CSV tables for clients, requests, follow-up tasks, and automation handoff mapping;
• an Airtable/Sheets schema with fields, views, and scoring formulas;
• a setup guide for Airtable and Google Sheets;
• a field dictionary and automation handoff playbook;
• a prompt for turning messy inquiries into structured intake fields;
• synthetic sample rows so you can see the system before adding your own data;
• bonus 10-point client-intake audit checklist with HTML, Markdown, and CSV scorecard versions.

Best for freelancers, agencies, consultants, creators, and small teams that want a clean path from inquiry → fit score → next action → automation handoff.

Want the complete operating kit? Get the Nova AI Ops Template Bundle for the full set of Nova templates and operating checklists.