Weekly visibility into your firm’s intake performance

You already know intake matters. That's not the question.

The question is: where, exactly, is your intake process losing cases right now?

Most firms can't answer that. Not because they aren't paying attention — but because the information is buried inside their CRM, their call logs, their follow-up gaps. It's there. It just isn't visible.

That's what this does.

Every week, the Intake Performance Audit surfaces what your data is already trying to tell you — where leads are stalling, where follow-up is breaking down, where your team is working hard but still losing ground. Your management team gets a clear picture, every week, without a dashboard to log into or a meeting to schedule.

And because a report without a roadmap is just a list of problems, your membership includes everything your team needs to actually fix what you're finding: 

• Weekly Intake Performance Audit Report — your firm's intake health, delivered every week
• The Intake Masterclass — the training your team needs to act on what the audit surfaces
• Monthly Office Hours with Gary — real-time answers from someone who has seen your exact situation before
• The Resource Library — scripts, frameworks, and tools ready to use
• Intake for Beginners course — the right foundation for every new intake hire

$1,997/month. Cancel anytime.

One case you would have otherwise lost. That's all this needs to do to pay for itself — many times over.

After checkout, someone from Gary's team will reach out personally to get your audit set up.

📩 Questions? We're here:
community.manager@intakeplaybook.com