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 clip, 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.
