# Client Intake Automation Map

## Goal

Reduce lag between first contact and the next useful action.

## Recommended Flow

1. Capture the inquiry through a form, email, or call note.
2. Generate a summary with service type, urgency, budget signal, and missing information.
3. Route the inquiry to the correct person or queue.
4. Log structured notes into the CRM.
5. Draft the follow-up message.
6. Trigger a reminder if no human reply happens in time.

## Human Review Stays Here

- final pricing
- promises and timelines
- unusual or sensitive requests
- edge cases that do not match the normal process

## Minimum Data Fields

- contact name
- company
- service needed
- urgency
- budget or deal size signal
- source
- next action owner

## First Metrics To Track

- time to first response
- time to qualified next step
- % of leads routed correctly
- % of missing information caught at intake