BriefIntake

0 reviews

BriefIntake replaces the intake form you send before a discovery call. Your prospect opens a link - no account, nothing to install - and answers one question at a time, spoken or typed, for about six minutes. It asks the follow-up a form cannot: when someone says "not sure yet" about budget, it digs. You get back a scored brief covering budget, timeline, scope and fit, plus the full transcript and an instant notification, before the call is ever booked. It never invents an answer - if a prospect refuses to give a budget, the brief records the refusal, because a fabricated number would make the score worthless. Set your own bar - minimum budget, industries you take, questions you always want asked - and every lead is scored against it, with each criterion judged line by line. Export to CSV, invite your team, get a weekly digest of what came in. Built for consultants and small agencies who lose afternoons to discovery calls with people who were never going to buy.