Intake Mastery

Have you struggled with getting prospects to book
consultations when you ask for a fee?

Then Intake Mastery is what you need!

Perhaps the prospect is eager and ready to come in, was personally referred by a good paying former client, or has a super sexy issue that you love to address. In those instances, do you just waive the fee? Or, do you risk letting them go because it's your law firm and you make the rules? Believe it or not, you don't have to straddle the fence with these two undesirable outcomes.
You CAN charge AND secure agreement from your prospects to pay.

How Do You Set Up your
Intake Process for Success?

Think of a time you received a special offer you were excited to purchase, but when you called to schedule an appointment, the staff hurriedly took your number, but never followed up! You only get one chance to make a first impression. If you’re going about it the wrong way, it’s costing you a missed business opportunity. Don’t lose another client over an avoidable mistake! Join our Intake Mastery Course and learn how your entire firm can drive any lead towards a sale.

Creating a successful intake system should be at the top of the “to-do” list for every business, especially a law firm that’s counting on new clients. Unfortunately, most practices overlook this critical segment of the business. Studies show that on average, firms convert only 5-15% of their leads, costing them thousands of dollars in lost revenue. The legal marketplace is competitive and if your administrative assistant isn’t properly trained on handling phones, or your data is scattered, you’ll need to re-evaluate your intake process.

The Intake Mastery Course

Then Intake Mastery is what you need!

But, it takes the right ingredients.

How Do You Set Up your
Intake Process for Success?

Through a combination of
personalized coaching and
training activities

We will teach you how to...

What’s included in the Intake Mastery Course?

Each level includes:

Not sure what program is the best fit for where you are?

The Intake Mastery Course

Then Intake Mastery is what you need!

But, it takes the right ingredients.

How Do You Set Up your Intake Process for Success?

Through a combination of personalized coaching and training activities

We will teach you how to...

What’s included in the Intake Mastery Course?

Each level includes:

Not sure what program is the best fit for where you are?

How Do You Set Up your
Intake Process for Success?

Through a combination of
personalized coaching and
training activities