An automated conversational system that qualifies, scores, and routes inbound leads based on project fit and budget.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install client-intake-bot-pro
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install client-intake-bot-pro using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Client Intake Bot?
The Client Intake Bot is a specialized tool within the ecosystem of Openclaw Skills designed to handle the heavy lifting of lead screening. It replaces static, low-conversion contact forms with dynamic, conversational Q&A flows that feel natural to the prospect while gathering critical business data. By leveraging this skill, developers and service providers can ensure they only spend their time on high-value opportunities.
This skill functions as an always-on gatekeeper, evaluating every inquiry against your specific criteria for budget, timeline, and authority. Whether you are a solo freelancer or a growing agency, integrating these types of Openclaw Skills into your workflow allows you to maintain professional responsiveness without the manual overhead of traditional intake processes.
Client Intake Bot Use Cases
- Qualifying freelance and consulting inquiries without manual screening.
- Automating the onboarding process for service-based businesses.
- Filtering prospects before they reach your booking calendar.
- Managing high-volume lead flows from social media or landing pages.
- Re-engaging stale leads through automated nurture sequences.
How Client Intake Bot Works
- Initial Capture: The bot initiates a conversation via website forms, DMs, or email, moving away from static forms to a natural dialogue.
- Qualification Mapping: It executes a branching question sequence to determine project type, budget, timeline, and decision-making authority.
- Lead Scoring: The system applies a custom scoring matrix to the answers, calculating a total score (e.g., 0-40) to determine lead temperature.
- Automated Response: Based on the score, it sends a personalized reply—ranging from an immediate meeting invite for hot leads to a resource-rich nurture email for warm leads.
- Smart Routing: The bot routes the data to your CRM or notifies you via SMS/Email based on predefined YAML routing rules.
Client Intake Bot Setup
To deploy this skill among your Openclaw Skills, you can initialize it with a natural language prompt defining your services and criteria:
# Initialize a consulting intake workflow
"Create an intake bot for consulting. Factors: Company size, urgency, and budget. Assign 1-10 points per factor and route scores over 30 to me immediately."
Configuration involves setting your scoring thresholds and connecting your preferred notification channels.
Client Intake Bot Data Schema & Taxonomy
The Client Intake Bot organizes prospect information into a structured format for easy integration with other Openclaw Skills:
| Attribute | Description | Data Type |
|---|---|---|
| lead_score | Calculated numerical value based on qualification | Integer |
| temperature | Classification as Cold (0-15), Warm (16-29), or Hot (30-40) | String |
| project_context | Raw answers and captured project metadata | Object |
| routing_status | Current stage in the notification or nurture pipeline | Enum |
| response_log | History of auto-responses and nurture emails sent | Array |
Client Intake Bot Advanced Features
- Conditional Logic: Branch questions dynamically (e.g., if budget is high, trigger deeper technical qualification questions).
- SLA-Based Routing: Set different response time alerts based on lead temperature to ensure hot leads are handled within hours.
- CRM & Calendar Sync: Native integration points for HubSpot, Salesforce, and priority booking links for high-value prospects.
- Automated Nurture Tracks: Built-in 30-day and 90-day sequences to keep warm leads engaged until they are ready to buy.
- Multi-Agent Interoperability: Pairs with other Openclaw Skills like the proposal-generator to create draft contracts for hot leads automatically.
SKILL.md
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