What you will Learn!

    1. Flawless Intake – Deep Dive (Part 1)

    2. Flawless Intake – Deep Dive (Part 2)

    3. Level Up: Flawless Intake Deep Dive

    1. Exclusive Hiring Secrets Interview

    2. BONUS: Level 5 Leadership Guide

    3. Wrap-Up: Flawless Intake Deep Dive Recordings

About this course

  • Free
  • 6 lessons
  • 7.5 hours of video content
  • Bonus content
  • Downloadable resource

Intake That Works Every Time

Create an intake process that captures more qualified leads, drives confident next steps, and removes guesswork from conversion. Built for firm owners and team members who want predictable results, stronger follow-up, and an intake system that performs consistently regardless of who answers the phone.

  • Design a clear intake conversation that every team member can follow with confidence

  • Spot and fix intake breakdowns early using simple, measurable signals

  • Set intake standards that remove individual dependency and create consistent performance