Tech Talks with Grace — E13: Intake Workflows (Design a Clear Intake Process Your Team Can Follow)

Fixing intake isn’t just about collecting the right information—it’s about designing a repeatable workflow your team can execute without improvising.

In Episode 13 (Pillar 5 — Intake Excellence & First Touch Systems), Grace breaks down how to build a clear, consistent intake workflow that protects your delivery timeline, improves client experience, and makes automation reliable.

In this episode:
• The difference between an intake form and an intake workflow
• How to define one “canonical” intake path (so requests don’t enter 5 different ways)
• How to set an “Intake Complete” definition (what must be true before work begins)
• Where intake usually breaks: ownership, delays, missing fields, and unclear next steps
• How to route intake to the right team/tool without creating extra admin work

Do this today:
1) Choose ONE intake entry point you want to standardize first
2) Write your “Intake Complete” checklist (3–7 required items)
3) Assign one owner + one response-time target (so momentum is protected)

Next: How to measure and improve intake performance (response time, completion rate, rework).