Inbox & Support Reset Intake Form
Thanks so much for booking the Inbox & Support Reset. This form gives me what I need to get started. It should take about 5–10 minutes. If something doesn’t apply, you can skip it or write “N/A.”
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.”)
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Email templates
You get up to 5 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 5
(e.g., “new inquiry reply,” “thank you after call,” “deadline reminder”).
Anything specific you want the tone to be?
Very formal
Professional but friendly
Casual / conversational
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Simple Workflow
You get up to 5 email templates included with this tier. Tell me what you’d find most helpful.
How often do you ideally want to check and process this inbox?
Once a day
2-3 times a day
All day, but in specific windows
Not sure yet
Is there anything else I should know before I get started?
Submit
Should be Empty: