Our Videos

At our biannual Rob Levine Mastermind meeting, Rob breaks down the keys to building a high-performing intake department that converts more leads into signed cases. In this video, he shares actionable strategies for optimizing response times, tracking KPIs, and creating accountability across your team, so you never miss another qualified client. Whether you’re scaling your PI firm or refining your intake process, this session reveals the systems and habits top-performing firms use to achieve higher conversion rates and deliver a seamless client experience from the first call.