Automate your client discovery process
Client discovery should follow a process, not improvisation. Intakly helps teams standardize discovery by collecting structured information and generating AI-powered summaries before calls.
What is discovery process automation?
It's the systemization of the 'learning phase' of sales. Instead of relying on memory or unstructured notes, you use AI to capture, organize, and analyze client needs before you ever get on Zoom.
Pain points
- Inconsistent discovery processes across projects or team members
- Messy notes, missing information, and unclear next steps
- Discovery calls spent gathering basic context instead of strategy
How Intakly helps
- A repeatable and standardized discovery framework
- Structured client input collected before calls
- AI-generated discovery summaries for better-prepared conversations
Who this is for
- Consultants
- Agencies
- Service Teams
FAQ
- Does this replace discovery calls? No. It prepares discovery calls by collecting and structuring information beforehand.
- Is the discovery process customizable? Yes. You control the questions and structure to match your workflow.
- Is this suitable for complex projects? Yes. Even complex inputs can be structured and summarized by AI.
Details
What this use case is
This use case is for teams that want discovery calls to start at a higher level. Instead of spending the first 20 minutes collecting basic facts, you gather that context through an intake form before the meeting.
How AI Intake Forms helps
AI reads each discovery intake and pulls out the essentials: business model, current stack, constraints, and what the client believes “success” looks like. It turns long responses into a clear summary you can scan in a minute.
Key benefits
- Discovery calls that focus on strategy, not basic fact-finding
- Lower risk of losing critical details between calls and proposals
- A structured history of how each opportunity was described by the client
Example workflow
- You send the discovery intake form right after the lead agrees to a call.
- The client answers questions about context, goals, budget, and timing.
- AI generates a summary with opportunities, risks, and points to clarify.
- You join the call already knowing where to dig deeper and what to propose.
- Call notes stay linked to the original intake, making proposals and future upsells easier.
Call to action
Stop using discovery calls just to collect basic data. Use an AI-powered intake so every conversation starts with a clear map of the client and more time for real problem solving.