Step: Get signed
Intake Gap Audit
Find out exactly how many cases your intake is losing — and what each one is costing you.
Delivery
7–10 business days
- Engagement
- Paid upfront, and credited in full toward any engagement you start within 60 days.
- Fee
- Fixed and quoted in writing before anything begins.
The problem
Why this exists
Best for: Firms spending on lead generation who suspect the problem isn't the leads.
The average firm takes 78 minutes to respond to a new lead. The prospect has called three other firms in the first 10. 42% of PI leads come in after 5pm and most go to voicemail. You're paying for leads and losing them at the front desk — and nobody inside the firm can see it happening.
What's included
Everything in the box
- Two mystery-shop calls scored on a timestamped scorecard: one during business hours, one after hours
- Web form and chat response test with timestamps
- Full audit against the Marketing Bull Intake Checklist (speed-to-lead, coverage, follow-up, qualification, attribution)
- CRM and intake workflow review, if you give us read-only access
- Intake ROI Report: a personalized "cost of lost opportunity" estimate using your lead volume and average case value
- Prioritized fix list — what to change first, what it costs, what it's worth
- 45-minute readout call to walk through the scorecards and report
What's not
So there are no surprises
- Implementation of the fixes (that's a separate engagement, and this audit is credited toward it)
- Staff training
- Ongoing monitoring
How it works
What happens once we start
- 01
Day 1 — Setup
You tell us your lead sources and average case value. We schedule the mystery shops without telling your staff.
- 02
Days 2–5 — Test
We call, submit forms, and use your chat like a real prospect would. Every response is timestamped and scored.
- 03
Days 6–8 — Score
We score every touchpoint against the checklist and build your ROI model.
- 04
Days 9–10 — Readout
You get the report, the scorecards, and a call to walk through what to fix first.
Questions
Will my staff know they're being tested?
Not unless you tell them. Our tester calls exactly like a prospect would and scores the interaction on a timestamped scorecard. We don't record calls — Florida is an all-party consent state.
Is the audit fee refundable?
No, but it's credited in full toward any Marketing Bull engagement you start within 60 days — so if you act on the findings, the audit pays for itself.
We don't have a CRM. Can you still audit us?
Yes. The mystery shops and ROI report don't depend on a CRM. We'll note it as a gap.
Ready?
7–10 business days. Fixed scope, fixed deliverable, and a fee agreed in writing before day one — so you know exactly what you get.
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