FIN BRIDGE Automation Client Intake System

Turn every new lead into a fully onboarded client — on autopilot.

The FIN BRIDGE Automation Client Intake System is a turnkey workflow package that replaces messy email threads, PDFs, and discovery calls with a single, branded intake experience. From the moment a lead lands in your funnel to a signed agreement and paid invoice, every step is automated.

What you get

• Pre-built intake form (Tally / Typeform / Jotform compatible) with conditional logic
• Zapier & Make automation blueprints — lead → CRM → calendar → contract → invoice
• Notion client portal template with onboarding checklist and asset uploads
• 3 plug-and-play email sequences (welcome, kickoff, follow-up) written for premium positioning
• Contract & SOW template reviewed by US business counsel
• Loom walkthrough video — fully configured in under 60 minutes

Built for

Agencies, consultants, automation specialists, and service providers who want a luxury client experience without hiring an ops team.

Instant digital delivery. Works with the tools you already use.