Intake & booking
Intake that qualifies, routes, and prepares your team — not another ignored form.
Peachity designs custom intake and booking flows that match how you sell and deliver: the right questions, the right routing, and handoffs into CRM and calendars without spreadsheet babysitting.
Problems we solve
Where this work usually starts
Generic forms collect noise
One long form for every lead type creates incomplete answers and bad fits. Structured intake improves quality upstream.
Booking and qualification are separate chores
When scheduling ignores fit criteria, calendars fill with the wrong conversations.
Staff re-enter everything
Form → email → CRM → calendar is a tax. Integration should be part of the intake design.
Process
How Peachity approaches the work
01
Define fit criteria
What must be true before a human spends time — and what can be automated.
02
Design the flow
Branching questions, uploads, scheduling rules, and confirmation experiences.
03
Connect systems
CRM fields, notifications, calendars, and optional AI assist for FAQs or voice.
04
Launch and tighten
Watch drop-off and incomplete submissions; refine questions that create friction.
Scope
What engagements typically include
Often includes
- Multi-step intake UX
- Booking rules and availability logic
- CRM and notification integrations
- Confirmation and prep experiences for both sides
Pairs well with
- Client portals for post-booking delivery
- Voice or chat agents for after-hours capture
- Workflow automation for assignment and follow-up
Investment
Pricing orientation
Intake systems often land in Elevate or Streamline engagements; AI-assisted intake may add Intelligent Solutions pricing.
Elevate Client Experience
Projects from $7,500
Streamline Operations
Projects from $15,000
Voice / automation add-ons
Voice from $6,000 · automation from $5,000
FAQ
Common questions
Can you work with Cal.com, Calendly, or similar?
Yes when those tools fit the workflow. We integrate rather than invent a calendar product you do not need.
Do you replace our CRM intake?
Sometimes we improve the front door and sync cleanly; sometimes we extend what you already use. Discovery decides.
Is Blueprint useful here?
Yes — especially when intake touches multiple teams, tools, and qualification rules.
Nationwide?
Yes. Seattle-based, working with clients across the U.S.