Case: Law firm

Example audit output (template). Replace with real client data once you have it.

Revenue leaks we target

Forms · Qualification · No‑shows

  • Instant confirmation (email/SMS) after form submit
  • Qualification questions before booking
  • Reminder sequence to reduce no‑shows

Week‑1 implementation

  • 2‑step intake form → booking link
  • Follow‑up sequence for unbooked leads
  • Consult script: scope, budget, urgency
  • Weekly KPI sheet: response time, booked consults, show rate

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