Show Notes:

Lana Newishy, founder of Hey Intake, explains that Hey Intake is one of several startups she has founded, which focuses on improving the client experience in the initial stages of a project.

The Client Intake Process

Lana highlights common issues in the client intake process, such as disorganized communication, missing information, and inefficient discovery calls. She emphasizes the loss of opportunities due to inefficient intake processes and the need for a structured system.

Lead Qualification and Filtering Issues

Lana discusses the broken lead qualification process, where consultants often react to discovery calls without proper filtering. She points out information asymmetry, where clients don't know what to share, and consultants don't ask the right questions consistently.

Streamlining the Intake Process

Lana mentions the fragmentation of tools, such as emails, documents, CRM systems, and file sharing, which are not connected in a single flow. She introduces the idea of a single, structured flow from first contact to service completion to streamline the intake process.

A Demonstration of Hey Intake

Lana shares her screen to demonstrate the Hey Intake dashboard, which includes tabs for dashboard, submissions, contacts, form builder, email templates, automations, analytics, team settings, and support.

Dashboard

Lana explains the AI-driven suggestions on the dashboard, which prioritize tasks based on the current stage of the intake process.

Submissions Window

She demonstrates the submissions window, which categorizes submissions into lead phase, intake phase, and service phase, and provides AI scores for prioritization. Lana continues to explain the submissions window, showing how submissions are scored and prioritized based on AI analysis.

Submissions Drawer

She demonstrates the submission drawer, which allows users to update the phase of a contact, request documents, and send e-signatures. Lana mentions the form builder, which allows users to create custom forms with various templates and fields. She explains the flexibility of adding fields, customizing inputs, and setting AI scoring weights to prioritize requests.

Integrating with CRM Systems

Lana discusses the ability to integrate Hey Intake with existing CRM systems and legal project management tools. She explains that some clients prefer to keep their existing systems and connect them with Hey Intake for a seamless process.

Form Builder

When asked about the form builder, Lana demonstrates how to create and customize forms, including adding fields, customizing branding, and setting up automations. She highlights the importance of keeping forms simple and quick to fill out to avoid discouraging potential clients.

Email Templates Library

Email Templates Library

Lana demonstrates the email templates library, which includes pre-built templates and the ability to edit them manually or with AI. She emphasizes the flexibility of the system to meet the specific needs of different clients and businesses.

Automations Tab

Lana introduces the automations tab, which shows the flows for various actions, such as sending emails, requesting documents, and following up on actions. She explains how to set up custom automations and toggle them on and off.

The Vendor Setup System

Lana explains how Hey Intake helps with vendor setup, including requesting documents, managing client portals, and handling e-signatures.

Uploading Documents

She demonstrates the process of uploading documents for e-signatures and integrating with services like DocuSign and SignWell. Lana highlights the native storage options and the ability to connect with clients' private storage facilities. She emphasizes the importance of streamlining the onboarding process to save time and reduce administrative burdens.

Hey Intake Customer Base

Lana discusses the current customer base, which includes law firms, accountants, photographers, home renovators, and B2B consultants. She mentions the potential to focus on specific verticals in the future based on data collection and user feedback.

The conversation turns to the development process, and Lana explains that she has a development team based in Canada that helps build B2B AI-based solutions. Lana highlights the structured validation process and the importance of a framework for successful development and launch.

Hey Intake Pricing

Lana provides information about the pricing of Hey Intake, which starts at $16 per month for the annual plan and $19.40 per month for the monthly plan. She mentions the availability of an enterprise tier for custom solutions.

Timestamps:

05:07: Demonstration of Hey Intake Dashboard

12:50: Detailed Walkthrough of Submissions and Form Builder

22:33: Integration and Customization of Hey Intake

22:57: Automations and Email Templates

26:20: Vendor Setup and Document Management

31:02: Customer Base and Future Plans

35:29: Pricing and Contact Information

Links:

Website: https://heyintake.com/

This episode on Umbrex: https://umbrex.com/unleashed/episode-648-lana-newishy-founder-of-hey-intake/

Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.

*AI generated timestamps and show notes.