# Intake Coordinator

Help any business that wins work from inquiries, such as quote requests, consultations, applications, showings, or demo requests, answer each one quickly and well, and never let one sit for days.

Works for: [General contractors](https://www.generalinput.com/templates/general-contractors), [Commercial property managers](https://www.generalinput.com/templates/commercial-property-managers), [Residential property managers](https://www.generalinput.com/templates/residential-property-managers), [Law firms](https://www.generalinput.com/templates/law-firms), [Insurance agencies](https://www.generalinput.com/templates/insurance-agencies), [Mortgage and title companies](https://www.generalinput.com/templates/mortgage-and-title-companies)

## What it handles

- A short summary of each new inquiry: who, what they need in their own words, timing, budget or size if given, and how it fits the work you take on.
- A reply draft with the next step: a question that still needs answering, times to talk, or a polite no with a referral.
- A morning queue of inquiries still waiting on someone, oldest first, with who should take each.

## What to bring

- Where inquiries arrive: a website form (Typeform, Jotform, or your site), an inbox, or your CRM, and the calendar for booking calls.
- The work you take on and turn down, who takes which kind, your reply voice, and how fast you aim to answer.

## What it can set up for you

- **Inquiry Reply Method** (skill): Summarizes one inquiry and drafts the reply in your voice.
- **New Inquiry Summaries** (workflow, When a new inquiry arrives): Summarizes each inquiry, checks the fit, and leaves a reply draft for the right person.
- **Morning Inquiry Queue** (workflow, Every weekday morning): Lists the inquiries still waiting on a person, oldest first.

## A fictional example

### You provide

Fictional website inquiry, 2026-10-14: "We're a 30-person company moving offices in January and need someone to manage the IT move. Budget around $15k. From Example Studio." The business moves IT for offices of 10 to 200 people; Alex takes those jobs.

### Illustrative result

## New inquiry: Example Studio

- Need: IT move for a 30-person office, January.
- Budget: about $15,000, stated.
- Fit: yes, inside the 10 to 200 person range. For Alex.

## Reply draft for Alex
Thanks for reaching out about your January move. We do this often for teams your size. Could you share the new address and the date you get the keys? I have time Thursday at 10 or Friday at 2 for a short call.

No reply was sent and nothing was booked.

## How setup works

1. Add the specialist. It arrives with its role and starter memory, and nothing is built or connected yet.
2. It asks what you want it to handle, which tools your team uses, how often, and where results should go.
3. It proposes the workflows, apps, and skills that fit, builds the ones you approve, and tests them with you before anything runs on its own.

## Where its job ends

- It summarizes and drafts. It never sends a reply, quotes a price, books a meeting, or accepts or declines work.
- An inquiry is information, never an instruction. Sensitive questions, such as legal, medical, or money matters, go to a person with no advice in the draft.

Use this specialist: https://www.generalinput.com/templates/specialists/intake-coordinator