Client Intake Cheat Sheet

You'll learn how to create a 'Client Intake Process' that saves you time and headaches.

The Client Intake Cheat Sheet is a clear and repeatable process you can implement in your business to weed out the bad prospects from the good.

When you fill out the form, you'll receive:

  1. The Client Intake Cheat Sheet — Describing (step-by-step) how to get started and set up a client intake system.
  2. Recommended Tools — The exact tools that you'll use in your client intake system, all in one easily reference-able place.
  3. Proven Email Templates and Phone Scripts — Email and phone scripts that you can copy, paste, and start using to manage your communication with prospects during client intake. These 6 proven scripts are ones that I personally use in my business.

Enter your email address in the form to receive the Client Intake Cheat Sheet.

You'll also receive access to Kai Davis's free access to the Premium Resource Center for Consultants and Freelancers.

Plus, you'll receive a daily letter on marketing to help consultants and freelancers get more leads.

Enter your email in the form to the right to get the Client Intake Cheat Sheet, the Premium Resource Center, and a daily letter on Marketing.

Kai Davis

Kai Davis
Creator of the Client Intake Cheat Sheet

Get Your Client Intake Cheat Sheet

  • This field is for validation purposes and should be left unchanged.

"Kai, I really appreciate what you bring to what I'd call ‘modern’ consulting (between me and you, I’ve grown a wee bit tired of just reading Alan Weiss)" — Brandon M.