client-intake-bot
Automated client qualification and intake system. Captures leads through conversational forms, scores them based on fit criteria, sends personalized auto-responses, and routes hot leads to your attention. Use when you need to qualify freelance/consulting leads without manual screening, when setting up automated onboarding for service businesses, or when you want to filter prospects before scheduling calls.
Install via CLI (Recommended)
clawhub install openclaw/skills/skills/kambrosgroup/client-intake-bot-proClient Intake Bot
Qualify leads while you sleep. This skill creates conversational intake workflows that capture prospect information, score their fit, and route the best opportunities to you — automatically.
What It Does
- Conversational Intake: Natural Q&A flow instead of boring forms
- Lead Scoring: Score prospects on budget, timeline, fit, and authority
- Auto-Responses: Instant personalized replies based on score
- Smart Routing: Hot leads → immediate notification; cold leads → nurture sequence
- Qualification Logic: Branching questions based on previous answers
- Follow-Up Sequences: Automated nurture for not-yet-ready prospects
Quick Start
1. Basic Intake Setup
"Create a client intake bot for my [web design] business.
Qualifying questions:
1. What type of project? (Website redesign, New website, E-commerce)
2. What's your budget range? (<$5k, $5k-$15k, $15k+)
3. What's your timeline? (ASAP, 1-3 months, 3+ months)
4. Do you have content ready? (Yes, No, Partially)
Hot lead criteria: Budget $5k+, Timeline 1-3 months
"
2. Service-Specific Intake
"Create an intake workflow for consulting inquiries:
My services: Strategy consulting, Implementation, Training
Qualification factors:
- Company size (startup, SMB, enterprise)
- Problem urgency (critical, important, exploratory)
- Decision timeline (immediate, this quarter, future)
- Budget authority (decision maker, influencer, researcher)
Scoring: Assign 1-10 points per factor, route 30+ to me immediately"
3. Multi-Step Nurture
"Design a nurture sequence for leads who aren't ready yet:
Trigger: Score 15-29 (warm but not hot)
Sequence:
- Day 0: "Thanks + helpful resource"
- Day 3: "Case study relevant to their industry"
- Day 7: "Educational content about their problem"
- Day 14: "Check-in + soft pitch"
- Day 30: "Monthly newsletter opt-in"
Personalize based on their specific answers"
The Intake Workflow
Phase 1: Initial Capture
Entry Points:
- Website contact form
- Social media DM auto-responder
- Email autoresponder
- Calendar booking pre-qualification
- Landing page chatbot
First Message Template:
"Hi [Name]! Thanks for reaching out about [service].
To make sure I'm the right fit for your project, I'd love to learn a bit more. This takes about 2 minutes.
What's the main goal you're trying to achieve?"
Phase 2: Qualification Questions
Design your question flow:
Question Types:
- Multiple choice: Easy to answer, easy to score
- Open text: Richer context, harder to auto-score
- Yes/No: Quick decision points
- Scale (1-5): Quantifiable fit metrics
- File upload: RFPs, briefs, existing materials
Question Sequence (example for web design):
Metadata
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Find the right skillPaste this into your clawhub.json to enable this plugin.
{
"plugins": {
"official-kambrosgroup-client-intake-bot-pro": {
"enabled": true,
"auto_update": true
}
}
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