Module 03
Intake ops: convert clicks into consultations
Routing, tracking, and AI-assisted screening so your team spends time on qualified cases only.
Marketing + intake finally work together
We close the loop between SEO and what happens on the phone so optimizations prioritize the cases that close fastest.
Attribution + tracking
CallRail, form tracking, and CRM integrations so every lead is tied to the keyword or page that sourced it.
AI & human intake scripts
Pre-screening bots, dynamic forms, and call scripts that qualify quickly and keep staff consistent.
Feedback loop
Monthly reviews of call recordings + signed-case ratios to adjust SEO targets based on real profitability.
Don't waste another lead
Share your current tracking stack and intake recordings. We'll give you an action plan.