Intake Without an Inbox
Every enquiry lands as a record with a source, an owner and a next step.
Industries Professional Services
Website and CRM Setup for Professional Services
Intake by email, client history across three inboxes, and referral sources nobody can see.
What You Get
Three Things That Change
One Place for the Client History
What was said, when and by whom, without forwarding a thread.
Referral Sources Ranked by Revenue
So the relationship effort and the lunches go to the people who actually send work.
Why Now
Your Best Referral Source Is a Person You Cannot Name.
Your practice runs on referrals. Nobody can say which referrers actually produce revenue.
What We Find
The Same Four Things, Almost Every Time
One Inbox for Intake
Every enquiry arrives in one person's inbox. When they're away, intake stops.
Screening by Memory
Conflicts and qualification happen by memory. With no screening step, unsuitable matters get too far.
Billing Is the Only System of Record
You see what you invoiced, not what you nearly won.
Referrals, Unmeasured
Everyone has an opinion about who sends the best work. Nobody has the number.
How We Fix It
The Work, In Order
- A single intake path with routing, ownership and a documented qualification step
- Email synced onto the client record so history survives an individual's absence
- Source captured on every enquiry, including named referrers
- Automated follow-up on proposals and quotes that go quiet
- Engagement letters and signature handled in the same system
- Monthly reporting on enquiry volume, source and conversion
- Confidentiality and access rules documented before configuration begins
Tools InvolvedHubSpot Make Zapier Google Workspace Stripe
Client confidentiality and privilege requirements are agreed in writing, with your counsel, before any system is configured.
Configurations
Set Up on Your Platform
The same business, set up on HubSpot or Brevo. Pick yours to see the setup and the price.
HubSpot
For the law, accounting or insurance practice that needs intake, engagement letters and a referral report in one record.
See the HubSpot SetupBrevo
For the small practice starting from an inbox: intake as a record, a follow-up sequence, and a referral report, at almost no cost.
See the Brevo SetupReferral Concentration Is a Risk Nobody Has Quantified
If a third of the work comes from one relationship, that is worth knowing before the relationship changes.
Free Company Audit
Find Out Where You Stand
- 01Fill In the FormTwo minutes. No login, nothing installed.
- 02We Score Eight ThingsWhat customers can see, against the top three nearby on Google Maps.
- 03You Get Your Score CardAnd what to fix first. Free, in two to three business days.