WHO THIS IS FOR
Businesses with a standing "new client" or "become a dealer" form that gets submitted and then processed entirely by hand.
THE BOTTLENECK
Every submission needs the same manual steps — review, score, route to the right person, start onboarding — and none of it happens until someone remembers to open the inbox.
THE SMALLEST USEFUL BUILD
Structured intake: submissions scored against clear criteria, routed automatically, and started down an onboarding checklist — instead of sitting in someone's email. Built on the systems already in use — no new software.
WHAT CHANGES
- →Applications get scored and routed the same way every time
- →Onboarding starts from a checklist, not from memory
- →Nothing sits in an inbox waiting to be noticed
FAQ
Does this work with the intake form we already use?
Yes — the point is structuring what happens after submission, not replacing your form.
How do I find out what this would cost for us?
Start with the free 20-minute review — it's the fastest way to get a specific answer instead of a generic one.