A high-conversion intake process isn’t just about collecting names—it’s about qualifying leads before they ever hit your inbox. This workflow captures essential project data, budgets, and discovery sources so you can prioritize high-value requests and stop wasting time on 'tire-kickers.'

Fill out the steps below to see how a qualified lead moves through the system.

Collecting data is step one; analyzing the 'mix' is step-two. Use the visualization below to monitor which service lines are currently saturating your pipeline. This allows you to adjust your marketing or increase your rates for high-demand offerings when capacity is tight.