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Accountability Through Audits
Know Exactly How Your Intake Process is Performing
Get a comprehensive audit of your intake process to uncover bottlenecks, inefficiencies, and missed opportunities.
What is an Intake Audit?
Our intake audits are designed to hold your intake team accountable by providing real-time insights into where you’re losing leads and how to fix it. We examine every detail of your intake process, from initial contact to follow-up, and provide you with a clear plan to increase conversions and close more clients.
Unlike the typical one-call approach used by many in the industry, we take a two-week deep dive into every aspect of your intake operations. Over the course of 15 to 20 points of contact, our audit ensures that no detail is overlooked, providing you with a full, data-driven evaluation of how well your intake process is functioning.
Comprehensive Intake Audits: We conduct deep-dive audits of your current intake process, pinpointing weak areas and opportunities for improvement.
Detailed Reporting: Our audits come with clear, actionable reports that show where your intake team is excelling and where they’re falling short.
Accountability Metrics: We provide data-driven metrics to track your intake team’s performance and recommend strategies to improve lead conversion.
Why should I audit my intake?
Improved Conversion Rates: We’ll show you how to increase your intake team’s effectiveness and close more PNCs.
Reduced Marketing Waste: Stop wasting marketing dollars by optimizing your intake process to capitalize on every lead.
Faster Response Times: Our audits identify ways to streamline response times, ensuring potential clients are never left waiting.
Initial Consultation
We begin with an in-depth consultation
to understand your firm’s unique challenges.
Response Time
Evaluation
We test how quickly and effectively your intake team responds to new leads.
Follow-Up Procedures
We analyze how well your intake team follows up with leads over the course of days or weeks
Audit Report
+ Strategy Session
We compile all our findings into a detailed report, and ensure everyone is aligned on how to move forward.
The Intake Audit Is Your Initial Step Toward Understanding And Enhancing Your Pre-Retainer Intake And Conversion Metrics.
Comprehensive Understanding: You’ll receive a full evaluation of every aspect of your intake process, not just a high-level overview.
Customized Insights: Every recommendation is tailored specifically to your firm’s needs and goals.
Accountability and Follow-Through: We work alongside your team to ensure that changes are implemented effectively, and the results are measurable.
FREQUENTLY ASKED QUESTIONS
What is an intake and marketing audit, and why does my law firm need it?
An intake and marketing audit is a comprehensive assessment of your law firm's client intake process and marketing strategies. It helps identify areas for improvement to enhance client acquisition and conversion rates.
How will the audit process benefit my law firm's intake and marketing strategies?
The audit process will provide valuable insights into your firm's current intake and marketing practices, helping you understand what's working well and where there's room for improvement. By implementing the recommendations from the audit report, you can optimize your processes to attract more clients and increase conversion rates.
What specific areas of my firm's intake process and marketing efforts will the audit cover?
The audit will cover various aspects of your firm's intake process, including initial client contact, follow-up procedures, and communication channels. It will also assess your marketing strategies, such as website effectiveness, advertising efforts, and lead generation tactics.
What types of recommendations or insights can I expect to receive from the audit report?
The audit report will contain specific recommendations tailored to your firm's unique needs and challenges. These recommendations may include optimizing website content, refining communication protocols, implementing automation tools, or adjusting marketing campaigns to better target your ideal clients.
How can I schedule an intake and marketing audit for my law firm, and what is the typical timeframe for receiving the results?
To schedule an intake and marketing audit for your law firm, simply contact our team or complete the checkout process on this page. The timeframe for receiving the audit results will depend on the scope of the assessment and the complexity of your firm's operations, but we strive to deliver actionable insights in under 48 hours.
Book your intake audit today
Schedule your audit intake and find out how Intake Kings can transform your intake conversion and lead generation. Through our seamless software integration and consulting services, you can automate intake processes and gain better control over how your relationships with your clients develop from the moment they click over to your website.
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