Thank you for requesting our guide!
The intake process is a critically important part of your business - it's the crucial final step of your marketing funnel.
Taking the time to fine tune each stage of your intake process can yield excellent results for your firm, improving retention rates and client satisfaction.
Don't have the time to do it yourself? Our Conversion Pro service can help!
When a prospective client calls or chats your firm, our 24/7 call answering and live chat team will greet them and try to connect you. If you’re not available we’ll begin a proven intake process and schedule the consultation on your calendar.
Schedule a quick demo with us below, and we will show you how it's done!

Mark Cobb
"I've worked with leads from so many sources over the past 10 years. This is BY FAR the best lead source I have ever encountered. My problem was literally not being able to keep up with all the business. Call these people!!"

Ethan Dunn
"Excellent company that does exactly what they say they can do. They have been my company's PPC partner for several years now and we have grown by 97% every year for the last 3 years. They are a big part of the reason we've been able to accomplish this level of growth."

Kenneth Neeley
"You can't beat the simplicity of their pricing model, their smooth onboarding process, and the accessibility of their account managers. It's so nice to not have to worry about my SEM because Convert It manages it so well and gets excellent results. (And the cost is incredibly low in comparison to other companies that provide similar services.)"
What Makes Our Platform So Successful?
See What Google Has To Say.
