Get the information you need before you commit to the project.
Business Intake Assistant
Studio Edition
New client and project inquiries can start with scattered emails, incomplete details, vague expectations, and a lot of unanswered questions.
Business Intake Assistant helps you gather and organize the information that matters before you move forward.
Use it to work through a new inquiry, prepare for discovery, clarify project requirements, evaluate fit, define scope, or get organized before creating a proposal.
Instead of relying on a generic intake questionnaire, BIA adapts to the project and asks for additional information when it matters.
What Business Intake Assistant Helps You Do:
Gather essential client and project information
Understand what the client is actually trying to accomplish
Clarify goals, requested services, scope, timeline, and budget
Identify missing information before it becomes a problem
Surface assumptions, dependencies, and potential concerns
Evaluate whether additional discovery is needed
Prepare organized information for proposals or project planning
Determine the most useful next step
Use It When You Need To:
Evaluate a new client inquiry.
Prepare for a discovery meeting.
Determine whether a project appears to be a good fit.
Define the scope of a client project.
Organize information from a service inquiry.
Gather requirements for an existing client's new project.
Prepare the information you need before creating a proposal.
Organize requirements for an internal business project.
What You Get
Business Intake Assistant | Studio Edition
A guided, interactive AI tool that works through your intake with you and produces an organized project summary.
Your completed intake can include:
Client Overview
Project Goals
Requested Services
Project Scope
Timeline
Budget
Important Requirements
Missing Information
Potential Risks
Recommended Next Steps
You can return to Business Intake Assistant whenever you have another inquiry or project to evaluate.
Human-Led by Design
Business Intake Assistant doesn't decide whether you should accept a client or project.
It helps you get the information you need to make that decision yourself.
It won't fill gaps with assumptions, rush you toward a proposal, or recommend services
before the project is understood.
You make the business decision. BIA helps you make it with better information.
Price
$249
One-time purchase.
Includes lifetime personal-use access to the Business Intake Assistant | Studio Edition under the current LKC Backroom Studio licensing terms.
Created by LKC Backroom Studio
Kris Eichstaedt is an AI Systems Designer & Automation Strategist and founder of LKC Backroom Studio.
She designs practical, human-led AI tools and systems that help solopreneurs and small business owners make better decisions, improve how their businesses work, and use AI without handing over their judgment.
If you have any issues with your downloads or tools, don't hesitate to contact me
and we'll get it figured out as soon as posible. [email protected]
