{"product_id":"fin-bridge-automation-client-intake-system","title":"FIN BRIDGE Automation Client Intake System","description":"\u003cp\u003e\u003cstrong\u003eTurn every new lead into a fully onboarded client — on autopilot.\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eThe 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.\u003c\/p\u003e\u003ch3\u003eWhat you get\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003ePre-built intake form (Tally \/ Typeform \/ Jotform compatible) with conditional logic\u003c\/li\u003e\n\u003cli\u003eZapier \u0026amp; Make automation blueprints — lead → CRM → calendar → contract → invoice\u003c\/li\u003e\n\u003cli\u003eNotion client portal template with onboarding checklist and asset uploads\u003c\/li\u003e\n\u003cli\u003e3 plug-and-play email sequences (welcome, kickoff, follow-up) written for premium positioning\u003c\/li\u003e\n\u003cli\u003eContract \u0026amp; SOW template reviewed by US business counsel\u003c\/li\u003e\n\u003cli\u003eLoom walkthrough video — fully configured in under 60 minutes\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eBuilt for\u003c\/h3\u003e\u003cp\u003eAgencies, consultants, automation specialists, and service providers who want a luxury client experience without hiring an ops team.\u003c\/p\u003e\u003cp\u003e\u003cem\u003eInstant digital delivery. Works with the tools you already use.\u003c\/em\u003e\u003c\/p\u003e","brand":"FIN BRIDGE","offers":[{"title":"Default Title","offer_id":49793412235504,"sku":"FB-ACIS","price":247.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0834\/3991\/1152\/files\/fin-bridge-automation-client-intake-system-cover_213b29b7-f98f-4044-88c4-7fd53a8d38ae.png?v=1780649455","url":"https:\/\/fin-bridge.myshopify.com\/products\/fin-bridge-automation-client-intake-system","provider":"Fin Bridge","version":"1.0","type":"link"}