Complete by design
Structured Client Intake
A guided intake that captures what you actually need to know about a move (the household, housing, budget, schooling, and timeline) instead of only what the client thought to mention. Then it feeds straight into the plan.
A symbolic demo. The real intake captures far more; this shows how structured it is.
The problem
A plan is only as good as what you asked
The plan you build reflects the intake behind it. When intake is a conversation, it captures what came up, and misses what did not.
Intake depends on what the client thinks to mention
A call or a shared document captures what the client remembered to raise, not necessarily the visa detail, the pet, or the school year that changes everything.
The questions vary from one call to the next
Without a set intake to work from, what gets asked drifts by day and by mood, so two similar clients end up with very different starting information.
The gaps show up mid-move
The missing fact (a second passport, a company-sponsored permit, a driving licence) surfaces later, when it is expensive to have missed.
Intake stuck in notes has to be rebuilt
When the intake lives in notes, someone has to turn it into an actual plan by hand, and detail is lost in the copying.
How Plarelo solves it
Ask the right questions every time, then reuse the answers
A guided intake that is complete by design and flows straight into the plan.
A guided intake that covers the whole move
Step by step, the intake captures the move, the household (each adult and child, ages, permit and employment status, pets), housing and budget, schooling and lifestyle, and how well the client knows the destination. The questions that matter get asked every time, so the picture is complete, not partial.
The intake becomes the plan
A finished intake is not a document to file. Plarelo turns the structured answers directly into a relocation plan across decisions, paperwork, and tasks, so nothing you captured is entered twice, and the setup is done before you begin advising.
Questions, answered
What does the intake capture?
The move itself (origin, destination, timeline, reasons), the household (each adult and child, ages, permit and employment status, pets), housing and budget, schooling and lifestyle, and how familiar the client is with the destination. Structured, step by step.
Why structured instead of a free-form call?
A structured intake asks the questions that matter every time, so nothing important depends on the client remembering to raise it, and the result is consistent from one client to the next.
What happens to the intake once it is done?
It feeds straight into plan generation: Plarelo turns the structured picture into a relocation plan across decisions, paperwork, and tasks, so the intake is never rebuilt by hand.
Can the client fill it in themselves?
Yes. The client can complete the guided intake on their own, or an advisor can run it with them; either way it produces the same structured starting point.
Start every client with a complete picture
Capture what the move actually needs, once, and let it flow into the plan. Free for your first client.
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