Intake Audit
The first step. Find every leak and get the full 90-day plan.
- A mystery-shop of your phone, form and email intake
- Review of your CRM and consult booking
- One leak fixed during the audit
- A recorded walkthrough of the full 90-day plan
Credited to month one if you sign a retainer within 14 days.
Retainer
For law, consulting and advisory firms that want every inquiry worked without adding intake staff.
- Instant replies to every inquiry and missed call
- Consult booking from the first reply
- Same-day follow-up after every consult
- Past-client updates when something changes
- One five-minute report each month
By day 90: every inquiry answered in minutes, consults booked from the first reply, and every consult followed up the same day.
Growth
For multi-partner or multi-office firms with several practice areas.
- Everything in the retainer, for every office
- More projects running at once
- Practice area pages for local and AI search
- Past-client update campaigns
By day 90: the same intake system across every practice area, plus search pages for your top services.