Our 5T system means no lead is left behind.
I explained this Intake system to Pilmma

Breaking down the 5T System

Team

Identify your strengths and opportunities for improvement, leverage the best of your team, engage outsourced partners, and onboard AI.

Tracking

Identify your best lead sources, incoming and outgoing referrals, acquisition costs, growth opportunities and more.

Tools

Build a custom system or customize the one you have. Integrate marketing and intake and push signed clients into your case management software without duplicating efforts.

Tactics

Ensure consistency in delivery and execution of your marketing and intake tactics.

Target

Outline your targets by setting Key Performance Indicators to benchmark progress and measure success.

Here’s what happens after you book a call

INTAKE AUDIT

We discuss your intake process and targeted case goals.

CUSTOM PLAN

Get a detailed execution plan to achieve your objectives.

QUOTE

We give you detailed pricing and projected timelines.

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