INFOGRAPHIC
Client Intake Scorecard: Where Is Revenue Getting Stuck?
Is Your Client Intake Costing You Revenue_LP
What’s Inside?

When a prospective client reaches out, timing matters. Most firms think their intake process is good enough until they see where the delays, manual follow-ups, and missed steps actually impact the bottom line.

This scorecard gives you a clear, quick way to evaluate your intake process and pinpoint where revenue may be slipping through the cracks.

Score your intake workflow in just 2 minutes to:

  • Identify where leads slow down or drop off
  • Spot hidden inefficiencies in your intake process
  • See how faster, automated workflows keep opportunities moving

No guesswork. No long audit. Just a simple way to see what’s working—and what’s holding you back.

 
There isn’t anything I don’t like. Easier timekeeping and keeps the books straight because they have to match up…we switched because it includes bookkeeping and timekeeping in one program.
Andrea C. Kryszak
Andrea C. Kryszak
Kryszak & Associates, Co., LPA
Ohio