Client Intake Form

Let's Get Your System Built

This form gives us everything we need to start building your AI lead qualification system. Fill it out once and we handle the rest.

⏱ About 10 to 15 minutes to complete
1
Your Information
Basic contact details so we can reach you
2
Platform Access
We need team member access to your existing tools to build inside them
The email tied to your ManyChat Pro account
The email tied to your GHL account
The page your leads are coming from
3
Your Lead Profile
This is how we train the AI to know who is worth your time
Be as specific as possible. Examples: relocating to Phoenix within 90 days, budget over $400K, actively browsing neighborhoods
4
Alert Preferences
How and when you want to know when a lead qualifies
When should the system alert you?
5
Payment
50% due today to begin. Remaining 50% due at system handoff.
Engagement Summary
Build Fee (one-time) $1,500
4 Review Sessions $997
Monthly Retainer (starts at handoff) $300/mo
Due Today (50%) $1,248.50
6
Anything Else
Questions, context, or anything we should know before we start

By submitting this form you confirm your intent to move forward with the F10 Consulting engagement under the terms discussed. A confirmation email will be sent within 24 hours.

✓
You are all set, Ryan.

Your intake form has been received. Efton will follow up within 24 hours with payment confirmation and your week one session link. Build starts soon.