The Indie Founder Productised Agency Intake Playbook
Qualify, propose, and onboard new agency clients without a single call
For freelancers and solopreneurs running a productised service who spend too much time on unqualified leads, proposal rewrites, and onboarding admin. This playbook automates intake qualification, generates scoped proposals, collects signatures, and triggers onboarding — all before you ever jump on a call. It is designed for people selling a defined service at a fixed price, not bespoke projects.
Goal
Convert inbound leads into signed, onboarded clients without manual calls or admin
Who this is for
Freelancers and solopreneurs selling a productised service or retainer package
When to use
When you are getting inbound interest but losing time to qualification calls and proposal back-and-forth
When NOT to use
When you sell highly bespoke, relationship-driven enterprise engagements that require custom scoping
How to set it up
Set up your AI-powered intake form
Use the AI-native Typeform alternative to build a conversational intake form covering budget, timeline, scope, and goals. Enable the AI insights mode so each submission includes a structured summary your proposal tool can consume directly.
Route cold inbound leads through qualification
Configure Vendorlobby to score any cold emails or LinkedIn enquiries against your ideal client criteria. Set a minimum score threshold — leads above it get forwarded to your intake form automatically; leads below it get a polite decline template.
Auto-generate scoped proposals from intake answers
Connect your intake form output to Proposly via Make.com. When a qualified submission arrives, Make.com sends the structured brief to Proposly which generates a branded, scoped proposal and emails it to the prospect within minutes.
Collect signatures on service agreements automatically
When a prospect accepts the proposal, a Make.com trigger sends a Signova AI contract pre-filled with the agreed scope and price. The client signs online and both parties receive a countersigned PDF stored in your shared folder.
Trigger onboarding email sequence on signature confirmation
Use Make.com to watch for Signova signature confirmations and call the GoodSender API to fire your three-part onboarding sequence: a welcome email with project portal link, a kickoff checklist, and a day-three check-in. No manual sending required.
Qualify cold pitches with AI intake forms, get scored summaries automatically
Scores inbound enquiries automatically and surfaces only the leads worth pursuing, so you never waste time on a discovery call with a bad fit.
Transform survey responses into actionable insights automatically
Converts a standard project brief questionnaire into a conversational AI form that extracts structured requirements you can feed directly into your proposal generator.
Generate professional client proposals in seconds with AI
Generates a scoped, professional proposal in seconds from your intake answers so every prospect gets a personalised document without you writing a word.
Generate legally-binding NDAs and contracts in minutes, not weeks
Sends a legally binding service agreement for signature the moment the prospect accepts, eliminating the back-and-forth of email attachments and follow-ups.
Email API for makers: 100K/month free, transactional and marketing templates
Fires a personalised onboarding email sequence the instant Signova confirms a signature, so the client feels taken care of without you lifting a finger.
Expected outcome
A fully automated intake-to-onboarding pipeline that qualifies leads, sends proposals, collects signatures, and emails welcome materials without your involvement
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The Indie Founder Productised Webinar Sales Funnel Playbook
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This playbook is a curated starting point, not a definitive recommendation. Pricing and features change — always verify on each tool's official website. Tools marked "affiliate link" may earn this site a commission at no extra cost to you.