📬 Lead Magnet Dispatched
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The Automation Client Intake Checklist is on its way. Use it before your next discovery or kickoff call to expose missing access, edge cases, and approval gaps before the build starts.
🔥 Next Scoping Step
How do you enforce these answers with your clients?
A checklist asks the right questions—but the AI Automation Kickoff Kit provides the exact framework, template, and filled example brief to get written client approval on the solutions.
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The Kickoff Template: A Notion/Doc brief structure to lock trigger logic and field mappings.
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10-Min Walkthrough: A high-retention call structure to guide clients during scoping.
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Real Example Brief: A fully completed Lead follow-up brief using standard CRM + AI stacks.