RCG Client Discovery Intake App

A custom intake tool, RCG designed and built to make every first meeting count. Tap-to-answer questions capture a prospect’s business setup, tools, time drains, and goals in one conversation, while built-in follow-up tracking keeps every call, email, and next step in one place. Answers turn into a ready-to-use summary for proposals. We build tools like this for any business that gathers client information up front.