A well-designed intake form can do much more than collect contact information—it can streamline your intake process, trigger automations, schedule consultations, and ensure your team gathers consistent information from every lead.
In this recorded Wednesday Workshop, Erika Bertolini walks through how to build a comprehensive internal phone intake form using standard fields, custom fields, conditional logic, relationship blocks, booking requests, and automation triggers. You'll also learn practical best practices for reducing manual work, organizing intake data, and creating a scalable intake workflow for your firm.