Client Intake Pro
The Sales System Built for Closers

Close More Deals.
Earn Bigger Commissions.

The all-in-one platform consultants use to track every lead, every dollar, and every win.

Pipeline management, commission tracking, AI-powered call coaching, and our proprietary Game Winning Sales Formula — reserved exclusively for team members inside.

Secure, members-only access

YOUR TOOLKIT

Everything You Need to Win

Built specifically for consultants who want to close more deals and maximize commissions

Trust Pipeline Management

Track every consultation from lead to close with automated follow-ups and lead temperature tracking

Commission Tracking

Real-time commission calculations, payment schedules, and earnings forecasts — know exactly what you're owed

AI Call Coaching

Submit your call recordings and get instant, stage-by-stage coaching feedback powered by AI

Performance Analytics

Live dashboards showing your close rate, revenue, and ranking against the team

Smart Scheduling

Consultations, follow-ups, and reminders in one integrated calendar synced with Google

Team Leaderboards

See where you rank and compete with teammates in real-time

Ready to Start Winning?

Your dashboard, pipeline, and coaching are waiting inside.

🔒 Members-only access. Contact your team lead for an invite.