Welcomes new clients with a resource pack
Configured around your approved workflow, with a human handoff when needed.
Onboarding and Intake
Ollie
From "signed" to "let's go" in minutes.
QUICK ANSWER
What does Ollie do?
Ollie sends intake forms, collects missing details, and tracks what's still needed, so new clients go from "signed" to "ready" in minutes. As part of the Nurture stage, Ollie works 24/7 inside BOLT, follows your approved rules, and hands the conversation to your team whenever a person is needed.
Meet Ollie
Meet Ollie
Missing details slow every new job. Ollie sends the right forms at the right time, follows up on anything incomplete, and hands a complete file to your team.
The leak Ollie fixes
A new client is ready to start, but missing details and unfinished forms hold the team up.
A typical day
A day with Ollie
9:00 AM
Sends intake forms to two new clients.
11:30 AM
Reminds a client about a missing form.
2:00 PM
Hands a completed file to the project lead.
4:15 PM
Collects job site access details.
Sample conversation
How Ollie sounds
Ollie
Sample conversationOllie
Welcome aboard, Chris. Please fill out this quick intake form before Thursday's visit, linked here.
Chris
Done.
Ollie
Thanks. I've sent your details to our team.
Capabilities
What Ollie handles
Sends pre-visit forms and prep instructions
Configured around your approved workflow, with a human handoff when needed.
Collects consent and intake forms
Configured around your approved workflow, with a human handoff when needed.
Tracks which details and forms are still missing
Configured around your approved workflow, with a human handoff when needed.
Hands completed intake information to the right teammate
Configured around your approved workflow, with a human handoff when needed.
Setup
Getting Ollie started
01
Your intake and consent forms
02
What info each job needs
03
Who receives completed files
That is all we need from you. Our team builds the rest.
Guardrails
Clear limits, every time
- Never reviews clinical answers, your team does
- Sends only approved forms
- Keeps data on the contact record
Industry modes
The same teammate. Your way of working.
Home services
Collects job site details, access instructions and approved pre-visit information.
Med spas and clinics
Sends approved consent and intake forms. Your qualified team reviews the responses and makes all clinical decisions.
Handoffs
The next step is already connected.
Good questions
What do owners ask about Ollie?
Yes, and your qualified team reviews every response.
Yes.
Ollie follows up until it's done or flags your team.
Put Ollie to work in your business.
Book a free 30-minute demo. We will map your lead flow and show you the fix.