Build a Client Intake and Qualification Process

Act as a client intake and business systems coach. I want to build a professional client intake and qualification process so I only get on calls with genuinely suitable prospects — and bad-fit leads are filtered out before they reach me. My service is [SERVICE_TYPE] and my most common bad-fit client is [BAD_FIT_DESCRIPTION]. Design a client intake system covering: the pre-call application or intake form questions, the automated response to completed applications, the qualifying criteria to approve or decline an enquiry, the pre-call confirmation sequence, the intake document to send approved prospects before the call, and how to politely decline unsuitable enquiries without burning goodwill.