Client Intake ยท Invisible Systems
Invisible Systems By Unconventional Organisation Client Intake
Client Intake

Let’s set up your systems the right way.

This takes about five minutes. Answer for how things work today, even if it feels messy. There are no wrong answers, and we’ll confirm the details with your assistant once we start.

Section A

About you

Just so we know who we’re building for.
Section B

Your current tools

Pick what you use today. If you don’t use anything for one of these yet, say so. That’s useful for us to know.
Pick all that apply.
Pick all that apply.
Section C

How you work

This helps your assistant fit the way you already operate.
Pick all that apply.
Section D

Anything specific to your business

For each one, tell us the process and the tools you use. For example, your sales pipeline, lead generation, content production, or how you onboard clients.
Section E

Your top two priorities for the first 30 days

These two are separate from the strategic work Skye leads on unblocking your business. Here we want two concrete, tangible things you want us to build or fix in your first 30 days.

Example of tangible: get all my call transcripts saved automatically into a Google Drive that Claude can read, so I can ask Claude questions about my calls.

Describe it, and tell us what done looks like.
Describe it, and tell us what done looks like.
Your answers go straight to our team. We’ll review them before our first call.

Thank you. We’ve got your answers.

We’ll go through everything before our first call, so we can hit the ground running on what matters most to you.

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