The Numbers Most PI Firms Don't Want to Face
of PI leads hire the first firm that responds
of inbound calls go unanswered at the average firm
speed-to-lead window before conversion rates plummet
If your firm spends $10,000/month on marketing but converts fewer than 1 in 3 qualified leads, you're not overspending on ads — you're leaking revenue at intake.
A Complete Audit of Your Intake Process
We analyze six critical areas where PI firms lose cases — and show you exactly where to improve.
Speed to Lead
How fast does your team respond to new inquiries? We benchmark against the 5-minute window that wins PI cases.
After-Hours Coverage
Are you losing cases at night and on weekends? We evaluate your availability outside business hours.
Follow-Up Cadence
Most PI leads need 5-8 touches before converting. We analyze how persistent and consistent your follow-up is.
Lead Qualification
Is your team screening for case value and merit? We evaluate your qualification criteria and process.
CRM & Workflow
We assess your intake technology stack — CRM setup, routing, handoffs, and where leads get stuck or lost.
Conversion Benchmarking
We compare your intake-to-retained rate against PI industry benchmarks to quantify your revenue gap.
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