top of page

Client Intake Specialists

A Client Intake Specialist manages the onboarding and qualification of new clients. They ensure all necessary information is collected and organized from the start. This role improves the client experience while filtering the right cases.

 

image.png

What can a Client Intake Specialist do for you?

Advantages

  • Better client experience

  • Faster onboarding

  • Improved qualification

  • Organized intake process

  • Reduced workload

  • Stronger communication

  • Scalable growth

Key Responsibilities

  • Screen new clients

  • Collect information

  • Schedule consultations

  • Maintain records

  • Communicate updates

  • Organize intake process

  • Support onboarding

image.png
image.png
image.png

Business Impact

You create a strong first impression while improving operational efficiency. The right cases move forward faster. As CEO, you build a more focused and scalable practice.

Industries We Serve

image.png

Healthcare
& Home Care

image.png

Insurance
Agencies

image.png

Marketing
Agencies

image.png

Real Estate
& Investment

image.png

Construction
& Trades

image.png

Legal Firms

image.png

Travel
& Hospitality

Trusted by growing businesses across the U.S.
Admin. Sales. Support. Operations.
90% client retention

Productivity, on another level.

Boogie logo

Proudly supporting clients across the US, Canada, and Australia — including California, Texas, and Florida.

Dollar Icon

Clients save 40–70% vs US hiring

Handshake Icon

Average client stays 12+ months

People Icon

Teams deployed in under 14 days

LOW-RISK START

Check 1

Replace your VA if it’s not a fit

Check 2

Ongoing management included

Check 3

⁠No long hiring cycles or sunk costs

LinkedIn

Boogie Team

Location

Our HQ is based in Los Angeles, but we serve clients worldwide with talent from the Philippines. If you’re ever in the area, drop by and say hi!

© 2026 Boogie Team. All rights reserved

bottom of page