Featured download · The Intake Field Guide
5 Intake Mistakes Costing You Cases
Where new inquiries get lost between the first call and the signed case, with the scripts and scorecard to fix it this week.
Most firms don’t need more leads; they need to stop losing the ones they already paid for. The field guide walks through the five handoffs where inquiries leak, from a response that arrives after the client has decided to a next step nobody owns. Each mistake comes with the fix, approved language to adapt and a task you can do today.
The 5 mistakes
- Response timeYour response arrives after the decision.
- After hoursYour office closes. The inquiries do not.
- Follow-upYou call once. Then you disappear.
- ConsultationYour consultation has no structure.
- OwnershipNobody owns the next step.
Also inside: an after-hours script, follow-up texts, a six-stage consultation script, a printable intake scorecard and a 7-day plan.
Best for: Firms that get inquiries but sign fewer cases than they should, and firms about to spend more on ads that want to fix the leak first.