How long it takes a typical PI firm to sign an inbound lead. By then, the lead’s already signed with someone else.
Sign more cases. Catch every lead.
You’re paying for the leads. We make sure you sign them. Salesforce intake, AI qualification, every inbound responded to inside five minutes. Same ad spend. More signed cases. No new hires.
The leads are landing. The cases aren’t.
You’re paying $100 to $1,000 to get each lead in the door. Most bounce because nobody calls back fast enough. Three numbers explain why.
Representative average per signed PI case. Higher in some jurisdictions, lower in others. Every lead you miss is a five figure decision either way.
What the top firms hit. The gap between them and you isn’t talent or budget. It’s infrastructure.
Three phases. One outcome.
We don’t sell hours. We rebuild the lead to signed case pathway end to end. Diagnose the leak. Install the system. Keep tuning until the curve bends.
The Audit
30 minute working session. We pull the receipts on your intake. Benchmark your speed to lead against the top decile. Show you exactly where revenue’s leaking.
- Tech stack and intake walkthrough
- Speed to lead benchmark vs. top firms
- Revenue leak number, written up
The Pilot
Fixed fee build. Salesforce and AI wired into your existing channels. Inbound leads get triaged, qualified, and routed inside five minutes. No new hires.
- Salesforce intake build and lead routing
- AI qualification agent
- Calendar integrated booking, end to end
The Retainer
Monthly Salesforce maintenance. Agent optimisation. Quarterly reviews with your leadership. Conversion rate is the only KPI we watch.
- Conversion rate tracking, week by week
- Agent tuning and channel expansion
- Quarterly RevOps review with leadership
No pitch. No obligation. No catch.
Start with a free audit. We do the work. You keep the report. If you want our help fixing what we found, ask and we’ll show you what that looks like. No follow up emails. No salesperson. No pressure.
30 minutes. Free. No salesperson, no slide deck. You leave with a written audit report. Yours to keep, whether we ever work together or not.
Always yours The audit report
Under 5 minutes on every inbound lead
Web forms. Missed calls. After hours. Weekends. Every channel triaged, qualified, routed before the lead loses interest.
Salesforce and AI, wired into your stack
Native Salesforce intake. AI qualifier. Calendar booking. One source of truth from ad click to signed retainer.
Phased build, scoped to your stack
Every engagement gets scoped to fit your environment and your team. Audit first. Build to follow. Tuning never really stops. Pace depends on what we find inside your intake.
Six deliverables. One call.
Thirty minutes. No pitch, no obligation. You walk away with a written assessment of where the revenue’s leaking, what to fix first, and what it’s worth in dollars. Yours to keep, whether we work together or not.
Tech & intake review
Full review of your current tech stack and lead handling. CRM, intake forms, channels, handoffs. The seams between them.
Speed to lead benchmark
Your live response time measured against the top decile of PI firms in your market. Gap quantified in minutes and dollars.
Revenue leak diagnosis
Where leads are dying. Specific stages, channels, and operational gaps draining your spend before it converts.
Actionable recommendations
Specific, prioritised fixes. Quick wins your team can ship next week. Architectural changes worth scoping out.
Dollar value impact estimate
Annual revenue impact of closing each gap. Modelled on your real lead volume and case value. Not industry averages.
Documented summary report
Written summary of everything above. The kind of document you take into a partner meeting and defend without a slide deck.
See exactly what slow response is costing you.
Thirty minutes. No pitch. No obligation. You leave with a written report and a number. The dollar value of the leak. What it takes to close it.