LEVEL UP

INTAKE DIAGNOSTIC PROGRAM

 Want to Instantly Improve Your Caller Experience?

 Your intake process is your firm’s first impression—make sure it’s working for you.

       Do you know what’s really happening when a lead calls your firm? 

Our Level Up Secret Shop gives you a clear breakdown of your intake performance, 

so you can convert more callers into clients.

    Don’t let potential clients slip through the cracks? Get real-time, expert analysis of your intake calls.   

        Here’s How It Works:

       🔹 Step 1: We Call Your Business

             Our team will contact your firm just like a real potential client—recording the interaction so

             you can hear exactly how your intake team handles inquiries. 

       🔹 Step 2: You Get Notified

             Once the call is complete, we’ll email you the details so you can remove the test lead from your                      system eliminating any guesswork or confusion.

       🔹 Step 3: Personalized Review with Brooke Birkey

             You'll book a session with sales expert Brooke Birkey who will walk you through the  recorded

             call, highlighting key opportunities, strengths, and actionable improvements so you can                                    immediately enhance your caller experience and increase conversions.

         It’s That Simple! 

         Transform Your First Impression Into Your Greatest Asset!

         This is your chance to uncover hidden gaps, refine your intake strategy, and turn more leads

         into paying clients.

Limited-Time Offer: Just $125 (Normally $250)

        For a short time, you can access this expert intake evaluation 

        for just $125 that’s a 50% savings off the regular price.

        📌 Spots are limited—secure your evaluation today!