Qualify prospects, scope projects accurately, and win more of the right clients.
From management consulting to IT advisory, HeyIntake helps you understand client needs before the first call and identify which opportunities are worth pursuing.
As a consultant, your time is your most valuable asset. Every hour spent on unqualified prospects is an hour not spent on billable work.
The traditional consulting sales process is broken. You spend hours on discovery calls with prospects who have champagne tastes and beer budgets. You write detailed proposals for companies that were never going to hire you. You engage with stakeholders who can't actually approve the project.
HeyIntake's AI-powered intake forms flip this dynamic. Before you invest any time, you'll know the prospect's budget range, their authority to make decisions, and whether their timeline is realistic. Our adaptive scoring evaluates each inquiry based on factors that predict successful engagements.
For management consultants, IT advisors, strategy consultants, and independent practitioners, this means spending more time on high-probability opportunities and less time on dead ends. The result: higher close rates, better-fit clients, and more profitable engagements.
Sound familiar? HeyIntake solves these problems automatically.
Projects go off-track because initial requirements weren't captured clearly enough upfront.
Spending hours on calls with prospects who have unrealistic budgets or timelines.
Different team members gather different information, leading to inconsistent proposals.
Engaging with stakeholders who don't have authority to approve the project.
Starting projects without fully understanding the client's industry, challenges, or goals.
Treating all inquiries equally instead of focusing on high-value opportunities.
Customize these or create your own — HeyIntake's drag-and-drop builder makes it easy.
HeyIntake's AI evaluates each inquiry based on factors that predict project success and profitability, helping you focus on the right opportunities.
Tech Company • 200 employees • Process Optimization
"Clear problem (scaling operations), budget approved ($75K), decision maker engaged, 3-month timeline. Excellent fit for our methodology. Prioritize."
From inquiry to qualified prospect in three simple steps
Potential clients share their project needs, budget, timeline, and decision-making authority upfront.
Our AI scores each inquiry based on budget alignment, authority, and project clarity.
Focus your proposal efforts on high-scoring prospects most likely to convert.
AI identifies which inquiries match your ideal client profile and engagement size.
Collect detailed requirements upfront to create accurate proposals and avoid scope creep.
Know who has budget authority before investing time in lengthy sales cycles.
Get alerts when high-scoring prospects submit inquiries so you can follow up immediately.
Explore how other industries use AI-powered intake forms
Have questions about HeyIntake for consultants?