Marketing and sales are keys to building your business. But where do they meet? It takes two to tango, and “Intake” is the junction. Good intake is always worth the effort. 

Guest Bo Royal is co-founder of Pareto Legal and has worked with several Fortune 1,000 companies and scores of law firms. He specializes in helping small and medium sized law firms build their business and strengthen their intake process. 

Data tracking and quality matters. Follow the trail, understand how the marketing funnel is working and where to get prospects in the door and sign that retainer. Intake is about nurturing inbound leads – the results of your advertising and marketing – and turning them into clients.

Intake can make or break all of your marketing and sales efforts. Don’t build a “leaky bucket.” You worked hard, and spent a lot, to develop leads. This is an important episode that can help you go that last mile from generating interest to capturing revenue. Track the “journey” of every prospect. It’s not luck, it’s a process. 

Mentioned in this Episode:

Pareto Legal

Pareto PPC LinkedIn

Lawmatics

Needles legal software

Hubspot

Clio Grow

Google Analytics for beginners

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