Intake optimization
The case is lost between the call and the calendar.
Most firms do not have a lead problem. They have a leak at the front desk, and nobody inside the firm can see it. We measure it, put a dollar figure on it, and fix what the numbers say to fix.
Four ways intake fails
Usually more than one at once.
Speed to lead
The lead-to-case window closes in minutes. A prospect who submits a form at 2 pm has called three firms by 2:10. Most firms call back at end of day.
After-hours coverage
Accidents happen at night and on weekends. The firm that answers at 8 pm signs the case the other firm's ad generated.
Qualification and follow-up
One call, one voicemail, and the lead is abandoned — after the firm already paid for it. Persistence is a process, not a personality trait.
Attribution
Firms know cost per click. Very few know cost per signed case. Without the second number, the marketing budget is a guess.
Why the audit comes first
We don't prescribe until we've measured.
Every intake engagement starts with the same thing: we call your firm as a prospect would — once during business hours, once after — and score what happens on a timestamped scorecard. We submit a web form and time the response. We review the CRM if you give us read-only access.
The output is a report that says, in dollars, what the leak is costing you, and a prioritized fix list. Sometimes the fix is a phone-routing change and a script. Sometimes it is after-hours coverage. Sometimes it is a CRM the firm already pays for and does not use. We build what the numbers call for, and the audit fee is credited toward it.
Find out what the leak is costing you.
Two mystery-shop calls, a full audit, and an ROI report in 7–10 business days.