Inbox + Support Starter Intake Form
Thanks for booking the Inbox + Support Starter. This form gives me the details I need to clean up your inbox, build out templates, and set up simple workflows. It should take about 10–15 minutes.
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 10 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 10
(Example: “How much does it cost?” “What’s your availability?” “Where’s my order?”)
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 2 simple workflows (for example: daily inbox routine + weekly support review).
Which areas would you like workflows for? (choose only 2)
Daily inbox processing
Weekly support/admin review
New client inquiry → booked call
Support request → resolution → follow-up
Other
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.”)
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
Is there anything else I should know before I get started?
Submit
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