Free Secret-Shopper Audit

You don't have a
lead problem.

You have an intake problem.

We call your firm as a prospective client, document exactly what happens, and show you where the cases you already paid for are slipping away. No pitch — just a direct look at your operations.

THE LEAK

Most firms lose 20–40% of inbound cases before a conversation even starts. More marketing won't fix it.

The Real Problem

Every marketing dollar assumes
someone catches the lead.

The intake process — the moment between a prospect reaching out and a case being booked — is where revenue disappears quietly, every single day. This isn't a theory. It's a pattern across firms of every size and practice area.

20–40%

of inbound opportunities lost before a conversation even starts

15 min

maximum response window before lead quality drops sharply

8–12×

follow-up attempts needed to convert a qualified lead

"If you're not consistently responding within 15 minutes, you're donating cases to your competitors."

The Uncomfortable Truth

Where your leads
actually go to die.

The path most inbound leads take at firms with broken intake operations.

Inbound Lead

Paid or organic — you spent money to get here.

Missed Call

No live answer. Voicemail. No callback within 15 min.

No Follow-Up

1–2 attempts. Lead goes cold. Staff moves on.

No Booking

Consultation never scheduled. Case never evaluated.

Lost Case

A competitor answered. They signed the client. You paid for the lead.

This happens every day at firms that haven't fixed their intake. The fix isn't more marketing — it's fixing the process that catches what you're already paying for.

What We Check

Five areas. Twenty checks.
One honest picture.

We pressure-test the five places intake breaks down — and show you exactly where your firm is leaking cases.

01

Speed to Lead

How fast your firm responds to new inbound inquiries across every channel — the single highest-leverage variable in intake.

02

Call Coverage

Whether inbound calls are answered live, during and after business hours — or quietly handed to voicemail.

03

Follow-Up Persistence

How many attempts your team makes before giving up. Most quit at 2–3. Conversions happen at 5–12.

04

Intake Quality

Whether intake calls are structured, scripted, and built to book the consult — not just collect a name.

05

Systems & Visibility

Whether you can actually see where leads drop off — or you're running intake on gut instinct.

BOOK NOW!

Get your free
secret-shopper audit.

We'll call your firm as a prospective client, document exactly what happens, and walk you through where you're losing cases — with real data, not guesswork. No pitch. Pick a time below.

Not ready to book? Run the 10-minute self-audit guide first →