Running intake (Jo)
Getting a client through intake
How intake works and how to move a client along.
Getting a client through intake
Intake is the first thing the client does after you invite them, and it is owned by Jo. It captures the client's business profile, which is the raw material every later deliverable is built from. Nothing else can be generated until intake is done.
What the client does
Once the client accepts their invite and logs in, they work through the intake questions themselves. It autosaves as they go, so they can stop and come back without losing anything, and it takes most clients around fifteen minutes to finish. Their progress moves the engagement into the Intake stage on the Progress board.
Moving a stalled client along
If a client starts intake but does not finish, you can nudge them without leaving the Command Centre. Resend the invite from the client's detail page so they get a fresh link back into their intake. That is usually all it takes to get a stalled intake moving again.
The gate to Sam
Once intake is complete, the engagement advances and you can move on to generating the Workshop Pack.