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For consultants

Start the call with their context already heard.

Ask one intake question before the meeting. Review the transcript, listen when tone matters, and spend the call on the problem itself.

Create an intake prompt
Voice or written reply, no client account

What is async voice intake for consultants?

It is a short step before a call, not a replacement for consulting. Your client opens a Magic Link and explains one part of their situation. You receive the recording, transcript, and short summary, then use that context to prepare a sharper conversation.

A useful intake prompt

Ask for the situation behind the inquiry. Leave fixed qualification fields to a form if they are easier to answer that way.

“What changed recently that made this problem worth solving now?”
  1. 01

    Send after the inquiry

    Explain why you are asking and how the reply will help you prepare.

  2. 02

    Review before the call

    Scan the transcript and listen to the sections where tone adds context.

  3. 03

    Use the call for depth

    Confirm what you heard, challenge assumptions, and agree on the next step together.

Good fit

Discovery preparation, project intake, client reflections, and context that is easier to explain aloud than fit into a small text box.

Keep it live when

The topic is sensitive, the client needs reassurance, or the value comes from exploring the answer together in real time.

Related pages

Comparison

Alternatives to discovery calls

Know when async intake helps and when a conversation is essential.

Use case

Async qualification

Collect useful context before deciding on the next sales conversation.

Common questions

How can consultants use voice for client intake?
Send one diagnostic question before the first call. Ask the client to explain the situation, what they have tried, or what changed recently. Review the transcript before the meeting and use the call for clarification and decisions.
Should I ask about budget in a voice prompt?
Only if it is necessary at that stage and you explain why. Voice can feel personal, so use it for context rather than turning it into an interrogation. A short structured form may be clearer for fixed fields such as budget or company size.
Can clients answer in writing instead?
Yes. A Magic Link can offer a written response option, so clients can choose the format that suits the situation.
Does this replace a consultation call?
No. It helps you prepare and can screen straightforward inquiries. Keep the live call for diagnosis, trust, challenge, and collaborative problem solving.

Prepare the conversation before it starts.

Create an intake prompt