Client Intake Failure-Test Kit
Twelve checks for capture, routing, recovery and measurement. Ungated, with a local checklist, CSV export and printable PDF. Use synthetic data only.
Open the free test kitFree field guide / no email required
Which AI project
should come first?
Start with one recurring process. Four questions help you decide whether to define the work more clearly or explore a build.
A practical readiness check
One workflow.
Four questions.
This is a planning aid, not an ROI estimate or a vendor assessment. Your answers stay on this page and are not saved or sent.
Open the printable worksheetA useful first conversation
What needs to work better?
Email Mike a short brief: the workflow, where it gets stuck, and when you need it. We’ll establish the right next step together.
Email Mike about the workKeep testing the handoff
Client intake, made testable.
Before You Buy More Traffic
Test what happens after a website inquiry, before increasing your ad spend.
Read the articleREADY TO FIX THE HANDOFF?
Client Intake & Follow-up Build
One agreed intake workflow for consultancies and Denver professional-service firms. A fixed-fee quote before work, clear ownership and tested exception handling.
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