Run deep diagnostic sessions before the first call
As a solo consultant, you can't afford to waste time on bad leads. Intakly acts as your digital gatekeeper, filtering out tire-kickers and ensuring you only speak with serious clients.
The power of pre-consultation diagnostics
For independent consultants, an intake form is a diagnostic tool. By using AI to analyze inquiries, you establish immediate authority, demonstrating that you value your time and have a structured process for solving client problems.
Pain points
- Hours lost on 'pick your brain' calls with no budget
- Manual back-and-forth emails to gather basic info
- Difficulty proving value before the proposal phase
How Intakly helps
- Filter out tire-kickers before they book a call
- Position yourself as a premium expert instantly
- Save 5+ hours/week on administrative busywork
Who this is for
- Solo Consultants
- Coaches
- Freelancers
FAQ
- Will this overwhelm my clients? No, the AI adapts to their responses, keeping the process conversational and professional.
- Do I need a website? No, you can host your Intakly forms directly or link them from your LinkedIn profile.
- Can I use this for paid sessions? It's the perfect precursor to paid sessions, ensuring the client is ready to commit.