Inbox + Support Full Reset- Intake Form
Thank you for booking the Full Reset. This is the most in-depth option, and this form helps me understand your current systems so I can design something that actually fits how you work. It should take about 15–20 minutes. Don’t worry about making it perfect—rough answers are fine.
Full Name
*
First Name
Last Name
-
Area Code
Phone Number
E-mail (for communication)
*
example@example.com
Time Zone
*
Please Select
Eastern
Central
Mountain
Pacific
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Inbox details
Which inbox are we working on for this reset?
example@example.com
Email Provider
Gmail
Google Workspace
Outlook/Microsoft 365
Apple Mail (iCloud)
Other
Roughly how many emails are currently in your inbox (total)?
0 - 1,000
1,000 - 5,000
5,000 - 20,000
20,000 +
Roughly how many UNREAD emails do you have right now?
0 - 100
100 - 500
500 - 2,000
2,000 +
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How you currently work
How do you currently use this inbox? Check all that apply:
Client communication
Customer support
Sales / inquiries
Team communication
Personal + Business mixed
What are your top 1–2 frustrations with this inbox?
(Example: “Things get buried,” “I lose track of follow-ups,” “Too many newsletters.”)
In a sentence or two, what does your business do and who do you serve?
What are your top 3 priorities for this reset?
(Examples: “Reduce mental load,” “Speed up replies,” “Look more professional,” “Delegate later.”)
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Email templates
You get up to 15 email templates included with this tier. Tell me what you’d find most helpful.
What types of emails do you send over and over again? List up to 15
(Example: “How much does it cost?” “What’s your availability?” “Where’s my order?”)
Any internal/team emails you’d like templates for?
(Example: “Assign task,” “Request update,” “Share decision.”)
Are there any emails you currently dread writing?
(Example: “Raising prices,” “Ending a client relationship.”)
Are there any “tricky” situations you’d love a template for?
(Example: “Client is unhappy,” “Scope creep,” “Chasing overdue payment.”)
Any specific phrases you do or don’t want used in your emails?
Anything specific you want the tone to be?
Very formal
Professional but friendly
Casual / conversational
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Workflows
This tier includes 3 workflows (for example: inbox routine, support triage, client follow-up).
Which areas would you like workflows for? (choose only 2)
Daily inbox processing
Weekly support/admin review
Support request → resolution → follow-up
New inquiry → booked call → follow-up
New client onboarding
Offboarding / project wrap-up
Other
Do you have team members who will be involved in these workflows?
Please Select
Yes
No
If yes, who and what do they currently handle?
Describe your ideal “end state” in 1–2 sentences.
(Example: “I want to stop worrying that I forgot to reply to someone,” “I want a simple routine I can actually stick to.”)
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Support + tools
You get up to 5 email templates included with this tier. Tell me what you’d find most helpful.
Do you currently use any support tools? (check all that apply)
A shared inbox
Help desk / ticketing tool (e.g., Help Scout, Zendesk, etc.)
CRM (e.g., HubSpot, Dubsado, etc.)
Project management tool (e.g., ClickUp, Asana, Trello)
Other
Where do most support questions currently come from?
This inbox
Website form
Social media DMs/Comments
Other
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After the reset
In an ideal world, how would you like your inbox and support to feel once this reset is complete?
(Examples: “Predictable,” “Calm,” “Under control,” “Delegable.”)
Is there anything else I should know before I get started?
Submit
Should be Empty: