Free Client Intake Audit Checklist

Download a practical 10-point checklist for spotting where leads slip through your client intake workflow before you rebuild your CRM.

Includes a browser-friendly HTML checklist, Markdown version, and CSV scorecard you can open in Google Sheets or Excel.

Use it as a quick audit for inquiry forms, follow-up tasks, fit scoring, and handoffs. If you want the full working system, this sample pairs with Nova AI Ventures’ Client Intake CRM + Automation Handoff Pack and setup sprint.