Intake Optimization & Coaching.

Converting a lead is the final step, and it happens on the phone. We install and enforce the 60-Second Standard, write containment scripts for your archetypes, review a hundred or more of your intake calls a month, and coach the people who answer. The textbook is The First Voice.

The Conversion Machine, service 2 of 3

The first voice decides which chapter the family thinks it walked into.

A frightened caller is not stumbling because they do not know what they need. They are mustering the courage to say it out loud, to a stranger, with their family’s future riding on whether they say it right. Most intake interrogates in the first ninety seconds. Ours regulates first, then directs, and the phone-to-consultation rate moves from the industry’s 35 to 45 percent toward 60 to 70.

▶Regulate, do not interrogate
  • 60 secA live human answers, twenty-four hours a day, every day
  • 100+Intake calls reviewed a month
  • MonthlyCoaching and performance review
  • 35 to 45%The industry’s phone-to-consultation rate
  • 60 to 70%The target
  • 1Book for the people who answer: The First Voice

What it is. The standard, the scripts, the coaching.

The 60-Second Standard.

Live human response within sixty seconds, 24/7/365, installed and enforced. It needs an answering service or an on-call rotation the firm can keep, and we help set it up.

Containment scripts.

The first ninety seconds of every call, written for your archetypes so the caller exhales before the questions begin. Validate, then direct.

Call review and coaching.

A hundred or more recordings a month, read for where prospects drop off, with monthly coaching on shame containment, temporal compression and validation.

Regulate, then direct. Six things the coaching changes about a call.

“Office?” is a verdict.
Maneuver 1

The first ten seconds, fully loaded.

The survival verdict is rendered by ear as fast as by eye. What the voice does before the firm’s name is said decides the call.

“You called the right place.”
Maneuver 2

Validate, then direct.

The anchor, the bridge and the four fears. The caller is told they are in the right place before they are asked a single question.

The text thread is a room.
Maneuver 3

The Quiet Door, on the phone.

The text thread is a room. For the caller who cannot say it out loud yet, the intake continues in writing without losing the case.

If the line goes dead.
Maneuver 4

The form, the callback, the disconnect.

What happens when the call drops, when the form arrives, when the callback goes to voicemail. Each has a maneuver, and each is scripted.

A kind no.
Maneuver 5

The wrong door.

The no that still sounds like this building. A caller the firm cannot help is sent somewhere useful, kindly, because they tell people about that too.

Never say this.
Maneuver 6

The sentences that end cases.

The banned list for the phone: the phrases that turn a frightened caller into a hang-up, and why the list arrives asked kindly.

How it works. Standard, scripts, then every month.

Weeks 1 to 3

Install the standard.

The answering service or the on-call rotation, the routing in ScoreBoard, and the alerts, so a live human is on the line within sixty seconds around the clock.

Weeks 2 to 4

Write and rehearse the scripts.

Containment scripts for your archetypes, in the firm’s voice, rehearsed with the team against real recordings before they go live.

Monthly

Review and coach.

A hundred or more calls read for the drop-off points, one coaching session, and the conversion rate tracked call by call in ScoreBoard.

Why it matters. What the phone does to the pipeline.

47%
Intake conversion
Across our clients

Intake conversion around 47 percent.

Against an industry average of 20 to 25 percent. The same calls, answered differently.

See the results
1 of 10
Response Time
From a recent audit

“Returned as promptly as possible.”

The only response commitment on a sixty-three page site. Response Time scored 1 of 10, and the qualified prospect called the next firm.

Get your free score
The First Voice
Volume Six
The First Voice

The textbook.

Volume Six of the series, written for the people who answer, readable in one quiet shift, with desk cards to keep by the phone.

About the book

What is included

  • The 60-Second Standard installed and enforced: live human response within sixty seconds, 24/7/365
  • Containment scripts for your archetypes, aligned to Crisis Brain principles
  • Review of a hundred or more intake call recordings a month
  • Identification of where prospects drop off
  • Monthly performance coaching on shame containment, temporal compression and validation
  • Conversion rate tracking and improvement in ScoreBoard
  • The First Voice, for everyone who answers

What it costs

Included in every engagement as part of the Conversion Machine. The answering service or on-call rotation the standard needs is the firm’s; we help choose and set it up.

See pricing

Engagements from $7,500 a month for all five mechanisms. NACDL members $6,150. Thirty-day terms.

Straight answers. About intake coaching.

A live human answers within sixty seconds, twenty-four hours a day, every day. It needs an answering service or an on-call rotation the firm can keep, and we help set it up and enforce it through ScoreBoard.

Then the call audits will show it, and the coaching becomes maintenance. Most teams are good and still interrogate in the first ninety seconds, because nobody wrote them a containment script.

Yes, a hundred or more a month, recorded and transcribed in ScoreBoard, read for the moment the caller went quiet. The coaching is built from what actually happened, not from a manual.

Then someone must, or the 2 a.m. caller becomes someone else’s client by 8. An answering service trained on the containment script is the usual answer, and the Standard is what makes the guarantee possible.

The intake coach on your account, monthly, with the recordings on the table. The First Voice is the textbook, and the desk cards stay by the phone.