In a focused 90-minute session, the Intake Insight Audit thoroughly assesses your current intake process. Our specialist will identify and analyze any gaps or bottlenecks that might be causing qualified leads to slip through the cracks. In 3 business days, you'll receive a written plan with actionable recommendations, ensuring you capitalize on every potential opportunity. Armed with our expert insights, you may implement the solutions we recommend yourself or hire us to do it for you.

The audit fee is discounted from your implementation fee if you sign up for our done for you implementation service within 2 weeks of your audit date.