Results
Intake departments I've built and trained have helped firms answer more leads live, follow up consistently and sign more of the cases they already pay to generate.
Case studies
Paid leads were coming in, but too many were never answered or followed up in time.
A trained intake team that answers live, qualifies with a consistent script and follows up until the lead decides.
12 more signed cases a month at a $12K average fee: $144K a month in revenue that was being lost.
A PI firm relied on an answering service. Overflow, after-hours and weekend callers got a message taker and a callback the next day.
A trained intake team took over overflow, after-hours and weekend coverage, with faster response times.
Lead-to-case conversion rose 30% from the same marketing spend.
A solo practice was signing fewer than 5 cases a month with one assistant.
Outsourced intake agents, a structured intake process and new marketing ideas.
$160K–$200K in monthly revenue in under a year, growing from one assistant to a 12-person team.
Use the calculator with your own staffing costs, leads, conversion rate and average fee.
In a free 20-minute Intake Performance & Savings Review, we'll look at your staffing, technology, phone coverage, follow-up and reporting, and show you where opportunities are slipping away.
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