May 31, 2026
Client Intake Lite
A small intake sheet for turning a vague request into scope, timeline, budget, and next action.
Who This Helps
Service providers who need a repeatable first-call intake without a heavy CRM.
Related Topics
Worksheet Prompts
- Write the requested outcome in the client's words.
- Name what is in scope and out of scope.
- Capture the deadline and budget signal.
- Choose the next action and owner.
Pack Checklist
- Outcome captured
- Scope boundaries written
- Deadline noted
- Budget signal noted
- Next owner chosen
Product FAQ
Is Client Intake Lite a paid checkout?
No. The pack download is public while product checkout remains disconnected.
How can someone support this pack?
Use the support action for this pack. The branded support-intent redirect goes to the external Square support page with pack attribution.
What is included in the download?
The ZIP includes a printable worksheet, checklist, cover image, seller copy, manifest, and related pack files.
Support links route to a Square-hosted CalmSprout gift-card/support page. Product checkout is not connected yet; pack downloads remain public until a store is connected.