# Intake AI -- Cold Outreach Pack
## ICP: Service business owners, solo practitioners, and small agencies who onboard clients manually

All messages are under 300 characters. Personalize [Name] before sending. Link to https://wishdeal.com/factory/builds/intake-ai/ for demo booking.

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### Message 01 -- Business Coach
**Target role:** Business Coach / Life Coach  
**Platform:** LinkedIn DM  
**Char count:** 207

Hey [Name] -- quick question: how long does a new client go from "interested" to fully onboarded at your practice? Most coaches lose 3-5 days to intake paperwork. Intake AI does it in 10 min. Worth a peek?

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### Message 02 -- Marketing Consultant
**Target role:** Independent Marketing Consultant  
**Platform:** LinkedIn DM  
**Char count:** 221

Hey [Name] -- noticed you run a consultancy. How do you handle new client intake right now? We built something that replaces the email tennis and PDF forms with a 10-min smart intake flow. Happy to show you a quick demo.

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### Message 03 -- Agency Owner
**Target role:** Agency Owner / Founder (design, marketing, dev)  
**Platform:** LinkedIn DM  
**Char count:** 229

[Name] -- how many hours a month does your team spend chasing intake info from new clients? Intake AI automates the whole flow -- smart questions, instant summaries, client-branded portal. Cutting onboarding from days to minutes.

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### Message 04 -- Law Firm Partner
**Target role:** Law Firm Partner / Solo Practitioner Attorney  
**Platform:** LinkedIn DM  
**Char count:** 214

Hey [Name] -- most law firms still use PDF intake forms that take days to process. We built Intake AI specifically for firms like yours -- matter-ready summaries from a 10-min guided flow. Open to a quick overview?

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### Message 05 -- Therapist / Private Practice
**Target role:** Therapist / Counselor / Private Practice Owner  
**Platform:** LinkedIn DM  
**Char count:** 229

Hey [Name] -- saw your private practice. How are you currently handling new client intake? We built a tool that guides clients through a structured flow and gives you a ready-made summary before session 1. Would love to show you.

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### Message 06 -- Financial Advisor
**Target role:** Independent Financial Advisor / Wealth Manager  
**Platform:** LinkedIn DM  
**Char count:** 231

[Name] -- financial advisors using Intake AI are cutting first-meeting prep time by 60%. Clients fill out a smart guided flow; you get a structured summary with risk profile and goals before you ever pick up the phone. Interested?

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### Message 07 -- Freelance Developer / Designer
**Target role:** Freelance Developer / Designer  
**Platform:** LinkedIn DM  
**Char count:** 225

Hey [Name] -- how much time do you lose chasing scope details before you can even write a proposal? Intake AI asks the right questions upfront, summarizes the project, and hands you a brief. Might save you a few hours a week.

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### Message 08 -- Wedding Planner / Event Coordinator
**Target role:** Wedding Planner / Event Coordinator  
**Platform:** LinkedIn DM  
**Char count:** 216

[Name] -- I know event coordinators live and die by how quickly they can get client details sorted. Intake AI turns a first inquiry into a full event brief in under 10 minutes. Would that be useful for your workflow?

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### Message 09 -- HR Consultant
**Target role:** HR Consultant / People Ops Consultant  
**Platform:** LinkedIn DM  
**Char count:** 222

Hey [Name] -- HR consultants using Intake AI say it's like having a pre-screened brief before every kickoff call. Smart guided intake, automatic summary, zero back-and-forth email. Would love to show you the 2-min version.

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### Message 10 -- Real Estate Agent
**Target role:** Real Estate Agent / Buyer's Agent  
**Platform:** LinkedIn DM  
**Char count:** 213

[Name] -- how long does it take you to get a buyer or seller fully qualified and briefed? Intake AI walks new clients through a smart flow and hands you a ready summary. More deals, less admin. Worth a quick look?

---

## Send sequence recommendation

Day 1: Messages 01, 04, 05 (coaches, attorneys, therapists -- highest urgency pain)
Day 3: Messages 02, 03, 07 (consultants, agencies, freelancers -- workflow pain)
Day 6: Messages 06, 09, 10 (advisors, HR, real estate -- qualification pain)
Day 10: Message 08 (event coordinators -- niche timing play)

## Follow-up template (send 4 days after no reply)

[Name] -- following up on Intake AI. One thing I should have mentioned: it takes 5 minutes to set up for your specific service. No dev work. Want me to send a short demo link?

(170 chars)