When a prospective client reaches out, timing matters. Most firms think their intake process is good enough until they see where the delays, manual follow-ups, and missed steps actually impact the bottom line.

This scorecard gives you a clear, quick way to evaluate your intake process and pinpoint where revenue may be slipping through the cracks.

Score your intake workflow in just 2 minutes to:

• Identify where leads slow down or drop off

• Spot hidden inefficiencies in your intake process

• See how faster, automated workflows keep opportunities moving

No guesswork. No long audit. Just a simple way to see what’s working—and what’s holding you back.

Complete the form to get your complimentary worksheet!