The Intake Gap No Dashboard Ever Shows
Most firms track leads. Fewer track what actually happens to them.
Intake failures rarely show up as obvious breakdowns. Phones get answered. Forms get submitted. Conversations happen. On the surface, everything appears functional.
But beneath that activity, qualified prospects quietly disappear.
Delays in response. Inconsistent follow-up. Vague qualification standards. Decisions made differently depending on who answers the phone or reviews the form. Each one creates friction. Together, they suppress conversion in ways leadership rarely sees.
The problem isn’t effort. It’s visibility.
Without a clear view of where prospects hesitate, disengage, or walk away, firms assume demand is the issue and respond by spending more on marketing. In reality, the loss is happening after first contact.
That’s exactly what the Intake Diagnostic is designed to surface.
A short, informative assessment reveals where prospects are being lost, which breakdowns matter most, and where small fixes can unlock meaningful gains.
Before you invest in more demand, understand what’s happening to the demand you already have.
Start with the Intake Diagnostic.
