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Want the client intake and handoff system
already built?

Use a clear workflow for collecting an offer, getting approvals, duplicating the funnel, handing over accounts, and proving what went live.

Turn the builder into a repeatable client service

Client offer-intake questionnaire
Copy and claims approval checklist
Account and credential handoff guide
Funnel duplication workflow
Launch receipt and QA report template
Maintenance and change-request playbook

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$79

Normally $199

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