Transferring context smoothly

Knowing the 'why'

The Intent Engine ensures that when a client reaches out, you already know exactly why they are calling. No more spending the first 15 minutes of an intake asking basic questions. You already have the context.

How it works

1. The prospect finishes a flow (for example, in the Fiscal Engine).
2. They choose to share their results with your firm.
3. The Intent Engine bundles their data, choices, and preferred contact time into one clear package.
4. This package lands directly in your email or system, ready for your review.

Better conversations

Because you already know what scenarios the client looked at, you can start the conversation much deeper. Instead of "What is your income?", you can say "I see you looked at the scenario where you work 30 hours...". This builds trust and shows you are prepared.