Beck Technology · Client Intake Autopilot

Client Intake Autopilot

Stop losing leads to phone tag. Get a branded intake/booking page, form-to-inbox, confirmation reply, and calendar link — live in days, not weeks.

Buy Client Intake Autopilot — $997

What you get — $997 fixed

Fixed scope, fixed price. Built for local and service SMBs that lose leads when nobody answers the phone or there’s no easy online booking.

  • Branded intake / booking landing page — static HTML (we host or hand off) or Calendly / Google Appointment Schedule configured for you
  • Form → email — leads land in your inbox (or form provider)
  • Confirmation auto-reply template — copy you can paste into your form tool / email
  • Calendar booking link wired — into the page and handoff doc
  • 1-page owner handoff — links, how to check leads, how to change hours

Out of scope: ongoing receptionist labor, custom software / CRM builds, technician calls, or M365/Entra tenant work. One-time setup; you own the tools and assets after handoff.

Example of what clients get

Sample intake form

This is a demo sample — the kind of branded intake page your customers would fill out. Try it; submit is intercepted on-page (no email sent). Your live build uses your brand, services, and inbox.

Northside Air Co fictional HVAC demo

Skip the phone tag. Request service online.

  • Leads go straight to the shop inbox
  • Confirmation reply to the customer
  • Calendar link for booking windows
  • Calm first impression — not a generic form dump
Sample only — not a live client form

Request service

Typical response Mon–Fri 7:30 AM–6 PM · Sat 8 AM–2 PM (ET).

Full name
Phone
Email
Service type
Preferred time
Message

Demo only — nothing is emailed. Live builds wire form → your inbox.

Get Client Intake Autopilot

$997 · one-time · fixed scope

Pay once via Stripe. After payment you’ll get setup guidance and next steps so we can build your branded intake and hand it off.

Buy Client Intake Autopilot — $997

Questions? hello@beck.technology