Scorecard
Speed to first contact, consult booked rate, show rate and retained rate, by person where the data allows.
Consult-to-Client Review
A fixed-price review of how your firm turns inquiries into retained clients.
$1,500, fixed. Ten business days once I have your recordings and records. You get a scorecard, the three biggest leaks with evidence, a rewritten consultation flow and one weekly management routine.
Good fit
- Owner-led consumer law firm, family law first
- Roughly 2 to 15 attorneys
- About 15 or more consultations a month
- Someone responsible for intake
- A decision-maker who owns revenue
- Recorded calls, or a willingness to start
What I need from you
Your own calls and records, under your confidentiality agreement.
- 15-20 recorded intake and consultation calls from the last few months.
- Your last 25-30 leads from your CRM or intake software, with dates and outcomes.
- Your current scripts, intake forms and consultation process, however informal.
- A signed confidentiality agreement, and your confirmation that you approve sharing these with an outside consultant.
- A 30-minute kickoff: a weekend call, or a written questionnaire if that's easier.
What you get
Five things, each tied to evidence from your firm.
Three biggest leaks
Where inquiries and consultations are lost, each backed by specific calls or records.
Rewritten consultation flow
A plan your intake team can use on the next call, written for your practice area.
Weekly management routine
One short routine the partner can run each week to keep the consultation managed.
Readout
A recorded walkthrough, or a weekend call if you prefer to talk it through.
After the review
Fractional Intake Sales Manager: $2,500 a month.
A 3-month initial term. The $1,500 review fee is credited in full if you start within 30 days of the readout. Renewal after the initial term needs a new signed agreement.
- Each week I review 5-8 of your calls and give each person on your intake team specific feedback.
- Each week the partner gets a one-page scorecard.
- Once a month we talk through what changed, on a weekend or evening call.
- Scripts and playbook updates as patterns show up.
Terms
Plain terms.
- The $1,500 review is paid when you book. The ten business days start when I have the inputs above.
- I commit to delivering the agreed work. There is no guarantee of retained clients or revenue: a better consultation script is not automatically more retained clients.
- I coach the sales conversation and how it's managed. I don't give legal advice, set fees or answer ethics questions, run your phones or marketing, or contact your prospective clients.
- I work inside your own systems where possible and delete what I hold on an agreed schedule.
Not sure it's worth it?
Email me your firm name, practice area, roughly how many consultations you run a month, and whether your calls are recorded. I'll tell you honestly.