Meridian is a fictional firm — but this intake system is real thinking. Below is a working demo of the client-intake form: fill it in like a prospective client would, and watch the automated follow-up sequence fire, step by step.
The leak
Not on the work — the work is excellent. It leaks out in the gaps between inquiries, when nobody is officially in charge of following up.
A partner squeezes new-lead emails between filings and payroll runs. Every reply waits its turn — behind paying clients who already get priority.
Most buyers hire the firm that responds first. By the time Tuesday's callback happens, they've already signed with whoever answered on Friday.
The proposal goes out, then… silence. Follow-up is “when I get to it” — and it never gets got. The engagement quietly evaporates.
The demo
This is the firm's intake form — the one a prospective client fills in. Submit it, and the page reveals exactly what the automation does next: every message, every step, timed like it would be in real life.
Meridian Accounting Group · response time: under 60 seconds
Here's what just happened — automatically.
The moment Sarah hit submit, the firm's intake system took over. No partner lifted a finger. Watch each step fire:
Trigger · intake form submitted
Two channels, under a minute. Sarah feels seen while she's still thinking about the firm — not three days later.
What the client sees: an SMS in their pocket and an email in their inbox, seconds after submitting.
Trigger · no consultation booked after 48 hours
A warm nudge with proof — sent only if Sarah hasn't booked yet. Never spammy, never to someone already in the diary.
Smart rule: this email only fires when it should. Booked clients never see it.
Trigger · consultation confirmed in calendar
The moment the booking lands, the checklist goes out. Meetings start prepared — no more “oh, I didn't know to bring that.”
Checklist email at booking, SMS reminder the day before — no-shows drop.
Trigger · proposal sent, unsigned after 4 days
Unsigned quotes get a polite, automatic second chance. No partner has to remember — the system watches every open proposal.
This is the step that rescues the engagements firms usually lose in silence.
The math
Conservative numbers. No heroic assumptions — just the engagements that currently die in silence.
That's one quiet year of rescued quotes — no extra marketing spend, no extra staff hours. Just every lead answered and every quote chased.