ProcessSmith

Step 1 of 2

Tell me about the business and the workflow.

Capture the details once. The next step keeps the intake bundle on hand for booking or manual handoff.

What happens next

  • The intake is saved locally in the browser.
  • The booking page shows a clean summary first, then the export bundle.
  • The configured Cal.com link stays available for the live demo run.

Intake

Client and workflow details

Structured for a live demo: quick basics up top, then the context Steve needs for the handoff.

Basics

Start with the business and the primary contact.

Workflow context

Make the bottleneck and current systems easy to scan.

Workflow focus

Select any that matter right now.

Timing and handoff

Capture when they want help and what success looks like.

Saved locally in the browser, then forwarded to the booking handoff page.