AI automation for client intake: a simple solo consultant setup

Client intake is one of the cleanest places to test AI automation because the questions repeat.

The setup

Use a form or structured email label. Ask AI to summarize the client's goal, urgency, missing information, and likely next step. Route the summary to your CRM or task list.

Human review stays in the loop

AI should prepare the next action. You still decide what to send and whether the client is a fit.

First metric

Measure time from inquiry to useful response.

Use the starter kit to design the path: https://aitools50.com/offer/ai-automation-starter-kit