Capture Better Leads · Guided Project Intake
The problem: Generic contact forms leave you guessing which inquiries are serious and what each prospect actually needs.
Qualify each project before the first call.
Guides prospects through a focused scope and budget questionnaire so discovery calls begin with useful context. Mike Ruiz will tailor the production version to your customers, process, and existing tools.
Direct project planning with Mike Ruiz · No oversized platform or unnecessary automation required
Live product example
Use the controls to see how the customer experience responds.
Project intake
A guided first conversation that gives both sides a useful starting point.
What are you trying to accomplish?
Choose the outcome that is closest. The details can be refined later.
What this changes
Better-qualified inquiries and more focused discovery calls
The friction today
A generic contact form rarely captures enough context. The business receives incomplete requests, and the customer repeats the same information during the first conversation.
The better workflow
A short guided intake collects the goal, useful functions, timing, and investment range before offering the right next step.
Best fit
Local service businesses, consultants, creators, agencies, and teams replacing a generic contact form.
A simple customer journey
One clear job from start to finish.
The interface reveals only what the customer needs now, while your business receives the context needed for the next step.
The customer shares what they need
The workflow organizes and qualifies the request
Your team receives a useful summary
Production-ready scope
More than a polished demo.
Your version is designed around the real handoffs, information, integrations, and ownership needs of the business.
Connect email, Resend, calendars, payments, cloud storage, or a CRM—or keep the first version intentionally simple.
Built for your business
Put this workflow to work on your website.
Mike will shape the useful first version around your business, then add automation only when it creates real value.