Guideclient acquisition
Intake Excellence Playbook™
A playbook to systematize intake, speed response times, and lift conversion from inquiry to consultation.
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What's Included
- Intake workflows and scripts to qualify and convert leads.
- Response-time and follow-up standards to prevent lead drop-off.
- Tracking and KPIs to continuously improve intake performance.
- Templates for handoffs to attorneys and scheduling.
Intake Excellence Playbook™
A playbook to systematize intake, speed response times, and lift conversion from inquiry to consultation.
Master Your Intake Process
- Intake workflows and scripts to qualify and convert leads
- Response-time and follow-up standards to prevent lead drop-off
- Tracking and KPIs to continuously improve intake performance
- Templates for handoffs to attorneys and scheduling
Maximize Every Lead
Your intake process is the bridge between marketing spend and revenue. This playbook helps you systematize every touchpoint to ensure no lead falls through the cracks.
Get The Resource
Download this free resource and start implementing these strategies in your practice today.