Let’s start.
It all started on Avvo.com
We understood what happens before a client
made contact.
But, what happens after the contact?
What happens at client intake?
We looked at our data.
We talked to clients.
We asked you.
We found that intake systems were lacking.
Missing
1. Systems to Follow-up
2. Systems to Collaborate
3. Systems to Measure
Every firm we talked to was leaving $ on the
table.
Take the Quiz
✓Do you have a defined process for handling client intake?
✓Does everyone in your firm (staff included) know that process?
✓How quickly do you respond to email requests?
✓How quickly do you respond to phone calls?
Quiz (continued)
✓Do you have a sequence to follow-up?
✓Do you know what your “close rate” is?
✓Do you know what the CPL (cost per lead) of your marketing?
✓Do you know what the CPC (cost per client) of your marketing?
The Funnel
# of Leads Generated
# of Consultations
# of Retained Clients
The Funnel
100 Leads Generated
50 Consultations
12 Retained Clients
The Funnel
100 Leads Generated
50 60 Consultations
12 18 Retained Clients
+50% lift in revenue w/o any new leads
That’s what Ignite Suite is about.
Fixing your client intake is worth real $.
Ignite Suite
• Control - never lose a lead (at intake + over time)
• Accountability - know your lead close rates + distribute your leads
• Validation - knowing where leads are coming from + confirmation of what’s working
Demo
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