Interactive-style sample · Fictional data · Not financial, legal, or tax advice
Back to offer →Relocation intake sandbox
A branded client intake your team can review before the first call.
This sample shows what the client sees, what your team receives, and how the first planning call starts with budget, timeline, and household needs already organised.
Client
Alex M.
Household of 2, no children
Corridor
Amsterdam to Barcelona
Move target: Q4 2026
Needs review
4 flags
Budget, housing, visa, moving date
Saved time
~30 min
Before the first planning call
Branded intake link
A guided intake that feels like your firm, not a generic form.
Client completion
100%
Current situation
- Location
- Amsterdam, NL
- Gross salary
- €78,000/yr
- Current rent
- €1,800/mo
- Household
- 2 adults, 1 cat
Destination and budget
- Target city
- Barcelona, ES
- Housing budget
- €1,100–1,300/mo
- Employer status
- Remote, same employer
- Beckham Law interest
- Yes, unconfirmed
Household needs
- Furnished, pet-friendly rental
- Fibre internet for remote work
- Pet import paperwork not started
- No school-age children to place
Consent
Consent is explicit, timestamped, and limited to this relocation-readiness workflow.
Relocation readiness summary
Budget reality, housing fit, and open risks before the planning call.
Generated
July 2, 2026
High-priority flags
1
Housing budget below market rate
Clarify
3
Beckham Law, pet import, moving date
Ready
6
Fields confirmed and consult-ready
| Area | Client answer | Adviser prompt |
|---|---|---|
| Housing budget | €1,100–1,300/mo target for a 2-bed, pet-friendly rental | Barcelona 2-beds in target neighbourhoods average €1,450+. Reset expectations early. |
| Tax status | Interested in Beckham Law, hasn't confirmed eligibility | Flag for a referral or joint session with a tax adviser before quoting take-home. |
| Pet relocation | 1 cat, no import paperwork started | EU pet passport and rabies titer timing can take 4+ months — start now. |
| Move timeline | "Q4 2026" with no fixed date | Get a target month to sequence lease notice, visa, and moving company bookings. |
Consult handoff
The first call starts with a plan, not an intake form.
PopaDex does not give relocation, tax, or legal advice. It packages client-provided facts so your team can scope the engagement faster and spot budget or timeline mismatches early.
1. Reset budget
Confirm realistic housing costs for the target neighbourhood before the search starts.
2. Sequence the timeline
Pet import, visa steps, and lease notice all have different lead times — work backwards from the slowest.
3. Propose the package
Use the structured summary to scope which services this client actually needs.
Founding partner workflow
Turn this sample into your branded client intake.
The live version uses your logo, your intake link, client-provided inputs, and a clean adviser summary before the first consult. Setup is self-serve.
Start founding partner setup →