Operations
Intake & Funnel Ops
Streamlined client intake processes and conversion funnel optimization for maximum efficiency.
Common Challenges We Solve
Inefficient intake processes
Lost leads due to slow response
Inconsistent client experience
Manual processes eating up time
Our Approach
1
Current process audit and analysis
2
Workflow optimization and automation
3
Technology integration and setup
4
Staff training and implementation
What You'll Receive
Intake process optimization
CRM setup and configuration
Automated follow-up sequences
Lead scoring and qualification
Staff training materials
Performance tracking dashboard
Frequently Asked Questions
Related Case Studies
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+142% Qualified Calls
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Ready to Transform Your Practice?
Let's discuss how intake & funnel ops can help you achieve your growth goals.