How I Help
You may not need more leads.You may need to convert more of the ones you already have.
Prospective clients call and don't reach anyone.
Web leads wait too long for a response.
Consultations happen, but the prospective client never hires.
Someone says, “I'll think about it,” and nobody follows up.
Qualified prospects disappear—and nobody knows why.
Those aren't always marketing problems. Sometimes they're intake problems.
Where intake sits in your firm
Marketing
Intake
- 01Response
- 02Intake Conversation
- 03Consultation
- 04Follow-Up
- 05Client
Case Management
Intake is everything between generating an opportunity and serving a signed client.
You know how your intake process is designed to work.
But that's not necessarily the process your prospective clients actually experience.
Every call, text, email, handoff, delay, and conversation can make the next step easier—or harder.
What steps along the way are making it harder for your prospective clients to hire you?
How It Works
We can't fix a problem we're unaware of.
That's why we start with a thorough assessment of your intake process from the prospective client's point of view.
We look at the entire experience to identify where trust and value are being built, where they're being eroded, and where unnecessary friction is making the next step harder.
From there, we prioritize what needs to be fixed first.
Finding the friction is only the beginning.
Once we've identified and prioritized the areas that need attention, we work together to determine the best solution for each one.
Then we create a practical plan to implement those changes within your firm.
And then we measure.
Are more prospective clients successfully making it from one step to the next? If they are, the changes are working. If they're not, we dig deeper to understand why.
Assess. Adjust. Analyze. Repeat.